Plug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot

Plug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot

Hi everyone! 

We’re back with another simple yet powerful plug to level up your chatbot experience. 

With the SalesIQ-CRM integration, you already have the ability to create leads, contacts, and deals directly within your CRM from SalesIQ, and view complete customer details during engagement. But now, we’re taking it a step further.

Introducing CRM Product display in Chatbot



If you use CRM products module to manage your business offerings, whether it's services, properties, or retail items, you can now fetch and display your CRM products directly within your chatbot in a sleek carousel format, using our latest plug.

Most businesses already use chatbots to automate customer interactions. Why not let yours also drive product discovery and sales? Read further to learn about this plug along with the sample bot for your reference. 

Prerequisites

Integration: Zoho CRM & Workdrive. 
  • Ensure your CRM products include the following for a richer chatbot experience.
    • Product name
    • Images
    • Unit price
    • Description
  • The carousel needs images, and Zoho CRM doesn't return the product image URLs but as files. So, the image files are uploaded to Zoho WorkDrive to get public links.
How does CRM Product Plug help your business?
  • Promote featured products: Instead of displaying all the products, you can display and highlight specific offerings like "Featured Listings" or "Hot Deals"? Fetch products based on a criteria/filter and display only the products that matter most to your visitors/users.
  • Save time with auto-sync: Once the plug is configured, your chatbot will automatically reflect new products and the updates made to your existing products in your CRM. There is no need to re-enter or update product info manually.
  • Instant lead generation: Each carousel card can include a clickable CTA, such as buttons or product URLs, encouraging users to take action, such as learning more, requesting information, or purchasing. 
Sample Chatbot with the CRM Product Plug

We have included a ready-to-use sample chatbot along with this plug built for real estate use case. You can download the bot and import the same in your SalesIQ. 

What does this bot do?
  • The bot will use the Plug and fetch properties from your CRM and display it dynamically to visitors/users with CTAs - Book a visit, and Maybe later.
  • When the visitor/user clicks on either of the CTA, the bot prompts for name and email and creates a lead in CRM. 
NotesNote: Click here to learn more about importing chatbots to your SalesIQ account/portal.
What should I do after importing the bot?

Go to Settings > Developers > Plugs, select the Plug, and authenticate the connection for the CRM and Workdrive. 

Connection setup
  • Go to Connections (at the bottom left in the plug builder).
  • Authenticate the existing connection, which is created along with the imported bot, or create a new Zoho OAuth connection.
  • Use the following scopes:
    • ZohoCRM.modules.ALL
    • zohosearch.securesearch.READ
    • WorkDrive.files.CREATE
    • WorkDrive.links.CREATE
  • Replace the connection link name in the code at line #11, 30, 52, and 78.
Plug code modification
  • Change the request URL as per your DC in line #6, 25, 45, 71.
  • Replace your Zoho Workdrive folder id in line #40.
Plug flow:
  • The plug receives a filter (e.g., property type like house or commercial) as input.
  • Based on the filter, it pulls relevant product details from Zoho CRM, including unit price, description, image file, and more.
  • It then uploads the associated product image to Zoho WorkDrive and creates a public URL for display.
  • All product data is formatted into a dynamic carousel structure, ready to be shown to the user.
  • The carousel is sent as the plug's output, allowing the chatbot to present it to the visitor seamlessly.  
Notes
Note: Carousel cards support a maximum of 10 different products. 

Automate product displays, personalize experiences, and generate leads, all through your chatbot. Give it a try, and tell us how you use plugs in SalesIQ!

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