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


      • Recent Topics

      • [New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool

        [Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your call

      • Revenue Management: #10 Common Mistakes while Recognizing Revenue

        We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

      • integarting attachments from crm to creator

        when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

      • Search Option

        🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service

      • Mobile Chat Window - Full Screen

        Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks

      • Is it possible to customize ZC Themes?

        I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight

      • Is it possible to create Custom function-based Lookup field in Zoho CRM

        Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.

      • @mention in comments no notification

        Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 

      • Zoho unified inbox

        The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

      • Add "Running Balance" column to Account Transaction Reports

        Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.

      • error : Object code : 6500

        b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------

      • I got unknown charge from Zoho

        Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.

      • Function 56: Automatically enable the option for customers to pay via bank account

        Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

      • Attach Files to Your Notecards and share them on the go!

        Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple

      • How to searchByCriteria records that are under approval?

        I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"

      • How to add Simple Analytics to Zoho Pages?

        I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script

      • Cant seem to delete an email account

        Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really

      • Import data into Multi-Select lookup field from CSV/Excel

        How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field

      • Script that deletes a record?

        We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,

      • A formula that capitalises the first letter of each word

        Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.

      • Quotes in Commerce?

        In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to

      • Zoho Commerce - Mobile Application

        Does Zoho Commerce have a mobile application for customers to place an order?

      • Register user through Phone Number by Generating OTP

        In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

      • Custom Buttons for Mass Actions

        Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

      • Zoho Vault Passwords

        Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.

      • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

        I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?

      • Zoho Creator to Zoho CRM Images

        Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

      • 【Zoho CRM】レポート機能のアップデート

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。

      • Translation in zoho bookings

        We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking

      • Is there any way to bill one client in different currencies on different invoices?

        I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support

      • API name for all fields in Zoho Project (Standard or custom)

        Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App

      • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

        I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

      • Zoho Assist not rendering NinjaTrader chart properly

        Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

      • Link(s) between Notes

        Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking

      • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

        Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section

      • I don't see any WITHDRAWL transaction at all

        Hi I manually imported my bank statement to Zoho books today and I am a complete newbie. I have been reading the knowledgebase but unable to fix this. I only see "Uncategorized 91 DEPOSIT transactions". I don't see any WITHDRAWL transaction at all. Also,

      • Shared inbox unable to see replies

        Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

      • 404 error at checkout

        Our customers are getting a 404 error at checkout. Anyone else with the same problem?

      • FONT Sizing in Notebook

        Hi Kishore - What is the status of adding font sizing to the application? I have several things that I have pasted directly into Notebook and the fonts are HUGE! I would like the ability to highlight them and reduce the font to a legible size. Nothing

      • Next Page