Sales IQ Script Smart Bot Development

Sales IQ Script Smart Bot Development

We are currently in the process of designing a smart bot and we have already created the structure, we are just facing some difficulties with linking it with our CRM.

We have already started with developing the smart bot. Its purpose is to: 

  • Create an easy way for our visitor to be able to obtain the following quote (Care Providers, First Aid Paramedics and First Aid Training) 24/7 (whether it be during business hours or outside of business hours)

What is left to be done

  1. When the user selected 1 of the insurance quotation option above,
    sync the information to our ZOHO CRM by converting it as a LEAD record which would trigger the workflows and blueprints that we currently have in CRM (we are thinking of FieldUpdate, but we are happy to review other options)
  1. When the Client wanted to select ‘Chat with a Representative’,
    If it is outside of business hour (e.g. after 5pm), provide an auto response


We are looking for options with Zoho Partners. Would you be able to assist us with this. Thank you.





          Zoho TeamInbox Resources

            Zoho DataPrep Resources


                Zoho CRM Plus Resources

                  Zoho Books Resources


                    Zoho Subscriptions Resources

                      Zoho Desk Resources

                        Zoho Projects Resources


                          Zoho Sprints Resources


                            Zoho Orchestly Resources


                              Zoho Creator Resources


                                Zoho WorkDrive Resources




                                    Zoho Campaigns Resources

                                      Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now


                                                      Zoho Show Resources


                                                        Zoho Writer Writer

                                                        Get Started. Write Away!

                                                        Writer is a powerful online word processor, designed for collaborative work.

                                                                  有料プランをご利用の方