Once you've connected your Zoho CRM account, you can perform comprehensive lead management operations directly through natural language conversations with your bot.
Prerequisites
Zoho CRM account successfully connected (see our Zoho Connection Guide)
Appropriate CRM permissions for lead management operations
Overview
Your chatbot can understand natural language commands to perform all standard lead operations in Zoho CRM. Simply type your requests conversationally, and the bot will execute the corresponding CRM actions.
Creating Leads
Create new leads using natural language commands with any combination of lead fields:
Basic Lead Creation
Create a lead named John Smith
Add a new lead called Sarah Johnson
Lead Creation with Additional Details
Create a lead named Mike Davis with email [email protected]Add lead Jennifer Wilson with phone 555-0123 and company ABC Corp
Create a lead named Robert Chen with email [email protected], phone 555-0456, and company Tech Innovations
Supported Lead Fields
You can include any standard Zoho CRM lead fields in your creation commands:
Name, Email, Phone
Company, Job Title
Address, City, State, Country
Lead Source, Industry
Annual Revenue, Number of Employees
And all other custom fields configured in your CRM
Updating Leads
Modify existing lead information using conversational update commands:
Basic Updates
Specific Field Updates
Multiple Field Updates
Viewing and Retrieving Leads
Query your lead database using natural language search commands:
General Lead Retrieval
Filtered Lead Queries
Sorted and Limited Results
Deleting Leads
Remove leads from your CRM using specific or conditional delete commands:
Individual Lead Deletion
Conditional Deletion
⚠️ Caution: Deletion operations are permanent. Always verify your conditions before executing delete commands.
Use Cases and Applications
Internal Team Operations
This chatbot interface is designed for internal business use, enabling your team members to:
Sales Teams: Quickly add prospects from meetings or calls
Marketing Teams: Bulk update lead sources and campaign data
Management: Generate lead reports and analytics on demand
Support Teams: Access customer information during interactions
Example Internal Workflows
Customer-Facing Configuration
Bot Tuning for External Use
For customer-facing interactions, you can fine-tune your bot using the Bot Tune section to create specialised prompts that:
Automatic Lead Capture
Configure prompts that automatically capture visitor information:
Seamless Information Collection
Collect contact details through natural conversation flow
Automatically push customer information to CRM
Trigger follow-up workflows based on customer responses
Route qualified leads to appropriate sales representatives
Update the email of lead Mike Davis to [email protected]Change the phone number of lead Jennifer Wilson to 555-9876
Update lead Robert Chen's company to Global Tech Solutions
Set the annual revenue of lead John Smith to $500000
Update lead Sarah Johnson with email [email protected] and phone 555-5555
Modify lead Mike Davis with new company TechCorp and title Senior Manager
Give me top 5 leads
Show me all leads
List recent leads
Get all leads created this week
Show me leads from ABC Company
Find leads with email containing @gmail.com
Get all leads where annual revenue is greater than $100000
List leads created by John Doe
Show me leads from California
Find leads in the Technology industry
Give me top 10 leads by revenue
Show me 5 most recent leads
List leads sorted by creation date
Delete lead John Smith
Remove lead named Sarah Johnson
Delete the lead Mike Davis
Delete all leads where company is "Inactive Corp"
Remove leads where annual revenue is less than $1000
Delete leads created before 2023
Delete leads where lead source is "Cold Call" and status is "Unqualified"
// Sales rep after a call
Create lead Tom Anderson with email [email protected], phone 555-1234, company Prospect Co, and notes "Interested in enterprise solution"
// Marketing team updating campaign data
Update all leads where lead source is "Trade Show 2024" with status "Marketing Qualified"
// Manager reviewing pipeline
Give me all leads where annual revenue > $50000 and status is "Qualified"
// Customer says: "I'm interested in your services"
// Bot response: "Great! Let me get some details to help you better."
// Then automatically creates lead with collected information
Customer: "I'd like a demo of your software"
Bot: "I'd be happy to arrange that! May I get your name and email?"
Customer: "Sure, it's Alice Cooper, [email protected]"
// Bot automatically: Creates lead Alice Cooper with email [email protected] and tags as "Demo Request"
Customer: "What's your pricing for 100 users?"
Bot: "Let me connect you with our sales team. Could you share your company name and phone number?"
// Bot captures info and creates qualified lead with specific product interest
