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Integrate your SiteGPT chatbot with Zoho SalesIQ to provide AI-powered support within your Zoho ecosystem.

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 relevant CRM data to personalize conversations and provide context-aware responses based on customer history.
Configure lead scoring rules to automatically qualify and prioritize leads based on their interactions and profile.
Monitor conversion rates to measure the effectiveness of your AI chatbot in moving leads through your sales funnel.
Keep training data current with the latest product information, pricing, and sales materials.

Next steps

Lead collection

Set up lead capture
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