Start off your sales cycle with bots

Zobot—Zoho's enterprise-ready, low-code bot builder—lets you create your own AI-powered chat bots to ask initial questions and take some of the load off your hands.

 

Automate lead capture 

Got a steady influx of visitors around the clock? Automate the first stage of your sales cycle so your team has more time to engage and convert high value prospects. Your customized bots can qualify these leads and add them directly to Zoho CRM.

 

Route chats to the right staff

Our chat bots can seamlessly transfer chats to the right people for further engagement based on data such as potential owner, chat history, and more. Data collected from the prospect is also transferred, so the assigned operator has all the context needed to continue the conversation.

Lead creation in a single click

Turn your website visitors into leads on Zoho CRM with a single click while conversing with them from your Zoho SalesIQ interface.

Zoho CRM with live chat integration

Know more about your visitors 

Unmask more details about your visitors with our ClearBit integrations for a more personalized engagement, and push these details to their respective fields in Zoho CRM.

Website visitor tracking
Visitor tracking with ClearBit integration
 
 

Deanonymize your traffic with ClearBit Reveal

ClearBit Reveal uses your visitors' IP address to detect their company, its industry, its location and time zone, what technology the company already uses, and more. 

 

Fill in the gaps with ClearBit Enrichment

ClearBit Enrichment gives you more personal data like your visitors' name, role, location and social media details from their email address or a company's details from its domain name. 

Never let a lead go unnoticed

Get notified in your CRM when a prospect visits your website, along with details of what page they're on. You also get alerts whenever existing CRM leads revisit your site and perform actions signifying a higher purchase intent, like viewing your pricing page or downloading a brochure.

Website visitor details integrated with Zoho CRM
Website visitor details
 

Target leads based on their sales-readiness

Define rules to rate visitors based on factors like traffic source, number of visits, the page they're on, location, and more. Based on this, Zoho SalesIQ assigns them a lead score. This is automatically pushed to CRM as visit score, so you can give more attention to the right visitors.

Lead score assigned to a visitor in CRM

Nurture them at the right time

Use your CRM data to reach prospects at the moments that most influence their purchase decision. Trigger conversations when your visitors land on a particular page, after they've spent a specific amount of time in your website, or even based on their stage in your sales cycle. 

Trigger conversations with CRM data

Engage visitors with up-to-date context

Keep visitor data and chat transcripts synced between Zoho SalesIQ and Zoho CRM, and add tasks and notes under the relevant lead right from your chat window. This way, you have all the context you need to continue a conversation with a returning visitor.

Website visitor details with chat summary
 Integrating Zoho CRM with SalesIQ live chat
 

We could go on, but seeing is believing. Dive right in!

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