Manipulating Leads in Zoho CRM

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

Update lead John Smith
Modify lead Sarah Johnson

Specific Field Updates

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

Multiple Field Updates

Update lead Sarah Johnson with email [email protected] and phone 555-5555
Modify lead Mike Davis with new company TechCorp and title Senior Manager

Viewing and Retrieving Leads

Query your lead database using natural language search commands:

General Lead Retrieval

Give me top 5 leads
Show me all leads
List recent leads
Get all leads created this week

Filtered Lead Queries

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

Sorted and Limited Results

Give me top 10 leads by revenue
Show me 5 most recent leads
List leads sorted by creation date

Deleting Leads

Remove leads from your CRM using specific or conditional delete commands:

Individual Lead Deletion

Delete lead John Smith
Remove lead named Sarah Johnson
Delete the lead Mike Davis

Conditional Deletion

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"

⚠️ 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

// 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-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:

// 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

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

Example Customer-Facing Scenarios

Website Visitor Interaction:

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"

Product Inquiry:

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
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