LionO360 + Zoho CRM

LionO360 + Zoho CRM integrations

Create tickets in LionO360 for new leads in Zoho CRM

Streamline your customer service process with this handy workflow. When you get a new lead in Zoho CRM, a ticket will be instantly created in LionO360. This automation ensures quicker response times and better tracking of customer interactions. No more manual data entry, which allows your team to focus more on nurturing new leads.

When this happens...
New LeadTriggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
TriggerPolling
automatically do this!
Create TicketCreate ticket in the system
ActionWrite

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More things you can do with Zoho CRM and LionO360

Discover other triggers and actions you can use with Zoho CRM and LionO360

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write

- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write

- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write
- Channel ID
Trigger
Polling
Try It
- Account Channel
- Account Name
  Required
- Account Type
- Number of Employee
- Annual Revenue
- Ownership Type
- Industry
- Source
- Tags
- Email
- Phone
- Website
- Address Type
- Address Class
- Street Address 1
- Street Address 2
- City
- State
- Country
- ZipCode
- Contact FirstName
  Required
- Contact LastName
- Contact Email
- Contact Phone
- Contact LinkedIn
- Contact Job Title
Action
Write
- Ticket Category
- Channel
- Ticket Channel
- Subject
  Required
- Description
  Required
- Contact Phone
- Contact Name
- Contact Email
- Association Type
- Association Name
- Reported By
- Resolution Date
- Resolution Comment
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Chanel Id
Trigger
Polling
Try It
- Channel name
- Ticket Channel
Trigger
Polling
Try It
- Lead Name
  Required
- Channel
- Source
- Lead Quality
- Tags
- Industry
- Website
- Annual Revenue
- Employee Range
- Address Class
- Address Type
- Street Address1
- Street Address2
- State
- City
- ZipCode
- Country
- Contact First Name
- Contact Last Name
- Email
- Phone Number
- Contact LinkedIn
- Contact Job Title
Action
Write

About LionO360

LionO360 is a Sas based CRM, FSM, and ERP platforms. LionO360 offers you a complete view of customers, sales life cycle, and field operations.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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