LionO360 + Zoho CRM
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.
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 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.
- automatically do this!Create Ticket
Create ticket in the system
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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.
Try ItModuleRequired
Try ItNew 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.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
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.
Try ItNew 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.
Try ItModuleRequired
Try ItModuleRequired
Try It
