Connect with customers using LINE: Integration with Zoho CRM

Connect with customers using LINE: Integration with Zoho CRM

LINE is a popular messaging platform used by almost 178 million monthly users, world wide as of Jan 2025. By integrating LINE for business app with your Zoho CRM, you can interact with customers that use LINE as their primary messaging application and create positive experience through personal outreach.

Integrating LINE for business with Zoho CRM


Preliminary steps

  1. Get the Channel ID and Channel Secret at reach from your LINE for Business app.
  2.  To do so:
    1. navigate to the LINE for Business app > Settings > Messaging API.
    2. Copy ChannelID and Channel secret from under Channel info.
  3. The following steps must be fulfilled in the LINE app, to send and receive messages from LINE integration via Zoho CRM.
    1. In your LINE official account manager app, go to Settings > Response settings.
    2. Disable chat, greeting message, and auto response.
    3. Enable Webhooks.

To integrate LINE for business with Zoho CRM

  1. Navigate to Setup > Channels > Business Messaging > Providers > LINE for business.
  2. Click on the details button and integrate LINE for business.
  3. Provide a channel name and paste the channel ID and Channel secret copied from the LINE for business app.
  4. Click Next.
  5. In the Account Preferences page:
    1. In the Assign Messages from Unknown Sender To field, select between Users, roles, or Groups.
    2. In Choose users, choose the desired users, roles or groups to automate message assignment in round-robin pattern.
  6. Click Save to fetch the app details from LINE for business.
  7. In the confirmation page, verify if you have enabled webhooks and disabled auto response, chat, and greeting messages in the LINE business app, then click Done to complete the integration.
Info
Account preferences:
LINE doesn't expose customers' mobile numbers; the B2C messages are transmitted by means of the LINE ID. And, thus, a business cannot initiate the first message to a prospect or a customer.

However, when a lead or a customer opens a conversation with the business, they enter Zoho CRM as an unknown sender as the system cannot relate them with any existing record as yet. Thus, to identify and receive incoming messages, you need to provide the message owner assignment preference. The message owner can then assess if they are an existing customer or a new prospect and associate their messages with the respective records.
This owner assignment will be happening in a round-robin pattern between individual users, or users in roles, or groups.

Note: You can change this assignment pattern any time after integration.

Receiving and managing messages from LINE users

As a business, you likely have embedded your click-to-chat widget in multiple places like websites, applications, advertisements, QR- embossed print assets, and bill boards for your customers to reach out to you with a click.

Such incoming messages are directed to your Messages modules as records in Zoho CRM. It will be added as part of messages from other providers with no distinction in terms of the UI. However, if you hover over the name of the prospect or customer, you can know the source of the message.

Because LINE does not expose mobile numbers, their messages will not be associated with the respective records.
Bearing a plus sign near their name, the unassociated messages can be associated to an existing record based on the information shared by the users, or the message owners can create a new record in the leads or contacts module if it is a new enquiry.
 

While, the associated message will bear the association label next to the name for quick identification.
 
Once the messages are associated with the records, the records will display these messages as related lists in chronological order for quick information.

Get notified of new messages

Every message that you receive will be flashed on the Zoho CRM screen as push notifications. You can instantaneously respond, snooze the notification, or ignore it to respond later.
 
Based on your Signal's preferences, your incoming messages will be listed as part of the SalesSignal notification in your CRM.

Responding to LINE users

The message owner can respond to the LINE user and send a one-to-one chat anytime after the customers have initiated the first thread. You can: 
  1. Send traditional text messages
  2. Initiate pre-defined text messages. Pre-defined texts allow you to configure personalized yet templated responses for frequent and common behaviors like welcome messages, shipment tracking, request information forms, and so on. Using the #merge fields, this pre-defined message can be constructed to deliver personalized experiences.
  3. Attach files from system, Google Drive, Box Drive, DropBox Drive, One Drive, and EverNote Drive
Info
Note: Customer messages will be open for response for seven days. If you haven't responded to their messages in 7 days, their window will expire, restricting you from responding or initiating a new message.

Managing messages from LINE

Messages from LINE users will also share the same UI as the other business messages. Learn more about managers in the Messages module. 
 
However, you can filter unknown LINE users by three standard views in the module:
  1. All unknown senders' messages
  2. All unknown senders' not replied messages
  3. All unknown senders' messages from today
If you are a dedicated message owner for LINE users, then LINE messages will be queued also under  
  1. My messages
  2. My not replied messages
  3. My today's messages
  4. My record's messages (for associated LINE users)
  5. My record's  not replied messages
  6. My record's today's messages
Info

Pricing and availability

LINE integration is available for customers with Standard, Professional, Enterprise, and Ultimate. LINE integration is not applicable and available for customers registered in IN DC.
LINE permits 500 free messages per account, per month. To obtain more message limits, you have to upgrade your plan with LINE Business account. Learn more about their messaging limits.
 
Zoho CRM only facilitate the integration and has no visibility or capacity to upgrade your plans and limits.
 

Deactivating LINE for business integration with Zoho CRM

If you no longer need LINE for business integration with Zoho CRM, you can deactivate by following the steps:
  1. Navigate to Setup> Channels > Business messaging > Integrated Apps > LINE for business.
  2. Expand the app list and click on Deactivate.

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