Local Line + Zoho CRM

Create Zoho CRM module entries from each new Local Line customer created

Simplify your customer management process with this workflow. Whenever a new customer is added in Local Line, it prompts an immediate creation of a module entry in Zoho CRM. This keeps your CRM updated with minimal effort, saving time and ensuring a seamless customer management experience across platforms. Stay on top of your customer information and maintain your CRM effortlessly with this straightforward and efficient workflow.

When this happens...
Customer Created
Triggers when a new customer is created.
TriggerInstant
automatically do this!
Create Module Entry
Creates a new entry in a module
ActionWrite

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Supported triggers and actions

Customer Changed
Triggers when a customer is changed.
Trigger
Instant
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Product Changed
Triggers when a product is changed.
Trigger
Instant
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Customer Created
Triggers when a new customer is created.
Trigger
Instant
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Payment Completed
Triggers when payment is completed.
Trigger
Instant
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Vendor Created
Triggers when a new vendor is created.
Trigger
Instant
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- EmailRequired
- First NameRequired
- Last NameRequired
- Company
- Phone
Action
Write
- EmailRequired
Action
Search

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
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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
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
Trigger
Instant
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- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

Order Changed
Triggers when an order is changed.
Trigger
Instant
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Product Deleted
Triggers when a product is deleted.
Trigger
Instant
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Order Created
Triggers when a new order is created.
Trigger
Instant
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Product Created
Triggers when a new product is created.
Trigger
Instant
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Close Store
Set store as Closed based on external event.
Action
Write
Open Store
Set store as Open based on external event.
Action
Write
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
- ModuleRequired
Trigger
Instant
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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
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- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write