Lead Qualification Chatbot
Qualify inbound leads from CTWA ads and website widget — capture budget, timeline, and intent score before routing to sales with Zoho CRM sync.
This flow handles high-volume top-of-funnel enquiries for coaching institutes, B2B services, and SaaS teams. Bot asks 4–5 questions, assigns a score, and routes hot leads (>70) immediately to available agent.
Warm leads enter Zoho nurture sequence; cold leads receive brochure and opt-in for monthly newsletter broadcast.
How It Works
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1
Welcome + source detectGreet by name if CTWA pre-fill available. Log UTM source to CRM.
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2
Ask intent questionQuick replies: "Buy now", "Compare options", "Just researching".
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3
Capture qualification varsBudget band, timeline (this month/quarter/later), decision role.
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4
Calculate lead scoreWeighted score → hot/warm/cold branch.
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5
Route or nurtureHot → agent handoff with summary. Warm → day 0/2/5 template sequence.
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6
Log to Zoho CRMCreate lead with all variables and chat transcript attached.