Automate and Personalize Engagement for Campaign Leads Using Zoho SalesIQ Chatbots

Automate and Personalize Engagement for Campaign Leads Using Zoho SalesIQ Chatbots

Hi everyone! 

In our last post, we explored how to identify, qualify, and nurture leads using SalesIQ Triggers and Zoho Campaigns integration. To recap, once visitors meet your criteria, you can add them to a Campaigns mailing list with Triggers. When they engage with that campaign (like clicking a CTA), they return to your site as identified leads, ready for the next step in your funnel.
Now, let’s take it a step further, learn how to automate personalized engagement for leads coming from your email campaigns and convert them into CRM-qualified leads, all without lifting a finger.

How does this help your business?
  • Automatically engage returning leads from email campaigns.
  • Personalize bot conversations based on visitor interests and behavior.
  • Push qualified leads to Zoho CRM with full context.
  • End-to-end lead nurturing with zero manual intervention.
Example use case: Real estate 

Let’s say you're running a real estate business, and based on certain criteria/conditions, you're pushing prospective visitors to your Zoho Campaigns mailing list. Then, you're sending a follow-up campaign (e.g., “SalesIQ Leads Follow-Up”) with a CTA that links back to your site.

When a prospect clicks on the CTA and lands on your site:

1. Set up a chatbot to proactively engage campaign prospects

Whether you're creating a new bot or editing an existing one:
  • Go to Settings > Zobot > Add Bot > Bot Configuration.

  • Under Audience Criteria, choose Custom Visitor and click on Add rule.
  • Define the condition:
    • Zoho Campaigns → Select the campaign (e.g., SalesIQ Leads Follow-Up)
    • Action Performed → Clicked or Opened

  • Set the bot to trigger when the visitor lands on your site or when they click the chat widget.


Now, the bot will proactively greet and engage only visitors from this campaign. For all other visitors, the bot will remain passive and will respond only when the visitor initiates the chat.

2. Create personalized bot flows based on campaign

To deliver a personalised experience for campaign visitors, use the Criteria Router card in the Codeless Bot Builder to branch your chatbot flow.

If you're editing an existing bot that already has a defined flow, and you want to introduce unique behavior for campaign visitors, the Criteria Router lets you split the flow accordingly. Even if you're creating a new bot from scratch, we recommend building two separate flows:
  • One for campaign visitors (Criteria Router > same Campaign criteria used in the audience setting) 
  • Another for your general website audience
Once set up, when a visitor matches the campaign trigger (configured in Step 1), the bot will route them through the campaign-specific flow defined in the Criteria Router. All other visitors will follow the default/general flow. 



This setup ensures your campaign leads get personalized messaging and actions based on their source and interest, while keeping a consistent default flow for everyone else.



Pro Tip: Display relevant CRM products using a carousel layout and follow up with questions aligned to visitor interest. Read more here. 

3. Automatically create leads in CRM with necessary details

Use the Add Lead or Add Deal card to push qualified leads/deals to Zoho CRM. To capture more context:

Result: You get rich, contextual leads in your CRM without lifting a finger.

4. Additional Workflows (Optional)

Want more flexibility beyond chatbot engagement? You can also:
  • Use Triggers to auto-push engaged leads to CRM without bot interaction.
  • Add leads to a secondary Campaign for more targeted follow-up.
  • Assign the leads to your sales reps manually with Triggers. 
With this workflow, you’re not just capturing leads, you’re qualifying and engaging them intelligently, right from the moment they click your campaign - all automated without manual effort.
Give it a try, and let your bot do the heavy lifting! Have questions, drop them in the comments. We’re here to help!

    Nederlandse Hulpbronnen


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