Integrate Loyverse with Zoho CRM
Send information between Loyverse and Zoho CRM automatically, without writing any code, using Zoho Flow.
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Add new Zoho CRM leads as customers in Loyverse
How it works
Add new Zoho CRM leads as customers in Loyverse
Zoho CRM + Loyverse
Add new customers in Loyverse as contacts in Zoho CRM
How it works
Add new customers in Loyverse as contacts in Zoho CRM
Loyverse + Zoho CRM
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Supported triggers and actions
All Triggers - A trigger kickstarts the flow
Receipt created
Triggers when a new receipt is created
Item added
Triggers when a new item is added
Customer added
Triggers when a new customer is added
Receipt updated
Triggers when an existing receipt detail is updated
Shift entry added
Triggers when a new shift entry is added
Item updated
Triggers when an existing item is updated
Customer updated
Triggers when an existing customer detail is updated
Inventory count updated
Triggers when the details of an existing inventory level are updated
New module
Triggers when a new module is created
New note
Triggers when a new note is added
New contact
Triggers when a new contact is created
New user
Triggers when a new user is created
Updated module entry
Triggers when an entry is updated in the selected module
Updated deal
Triggers when an existing deal is updated
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
Entry created or updated
Triggers when a record entry is created or updated
All Actions - Actions are the automated tasks
Create or update variant
Creates a new variant. Updates the details of the variant if the record already exists.
Create or update customer
Creates a new customer. Updates the details of the customer if the record already exists.
Create or update supplier
Creates a new supplier. Updates the details of the supplier if the record already exists.
Create or update item
Creates a new item. Updates the details of the item if the record already exists.
Create receipt
Creates a new receipt
Fetch customer
Fetches the details of an existing customer
Fetch variant
Fetches the details of an item's variant
Fetch item
Fetches the details of an existing item
Fetch receipt
Fetches the details of an existing receipt
Fetch store
Fetches the details of an existing store
Remove tags
Removes tags from the specified record
Create or update lead
Creates a new lead. Updates the lead details if the email already exists.
Add note
Adds a note to the selected module
Create or update contact
Creates a new contact. Updates the contact details if the email already exists.
Send email template
Sends an email to the specified users
Add tags
Adds tags to the specified record
Create or update module entry
Creates a new module entry. Updates the module entry if it already exists
Add user
Adds a new user
Convert lead to contact
Converts a lead to a contact
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send mail merge
Sends a mail merge with details of the selected record
Update module entry
Updates the specified module entry
Update related module entry
Relates an entry in this module with an entry in another module
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Fetch email template
Fetches an email template by name
Fetch user
Fetches a user by name or email address
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Loyverse?
Loyverse is a POS application designed for small businesses. It lets you process transactions, keep records of inventory and sales and more.
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Know more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Know more
Siddharth Ahuja
CEO, Fabricroot
