Prerequisites
Active SiteGPT chatbot
Zoho SalesIQ account
Zoho integration feature enabled
Setup
1
Go to integrations
Navigate to Integrations in your dashboard.
2
Select Zoho SalesIQ
Click Get Started on Zoho SalesIQ.
3
Authorize
Connect your Zoho account.
4
Configure
Set up AI behavior and CRM sync options.
Features
AI responses
AI-powered chat responses
CRM integration
CRM data integration
Lead qualification
Lead capture and qualification
Agent handoff
Seamless agent handoff
Best practices
Sync CRM data
Sync CRM data
Sync relevant CRM data to personalize conversations and provide context-aware responses based on customer history.
Configure lead scoring
Configure lead scoring
Configure lead scoring rules to automatically qualify and prioritize leads based on their interactions and profile.
Monitor conversions
Monitor conversions
Monitor conversion rates to measure the effectiveness of your AI chatbot in moving leads through your sales funnel.
Update training data
Update training data
Keep training data current with the latest product information, pricing, and sales materials.
Next steps
Lead collection
Set up lead capture