AI chatbots are great for talking to customers β but what if every chat automatically created a lead inside your CRM?
Thatβs the future of smart sales automation β and itβs already here.
At Techsoftonics, we help businesses combine AI chatbots + Perfex CRM + WhatsApp API to build a complete sales engine that runs 24/7.
πΉ Why Integrate AI Chatbots with CRM?
Without integration, chats disappear after the conversation ends.
With integration π
- π§ AI captures leads automatically
- π Stores details in CRM (name, phone, message)
- π Assigns leads to sales reps instantly
- π Follows up automatically via WhatsApp or Email
π‘ Example:
An e-commerce client integrated ChatGPT bot + Perfex CRM + WhatsApp API and saw 2.8x more conversions in 60 days.
πΉ Step-by-Step Integration Process
| Step | Action | Tool Used |
|---|---|---|
| 1οΈβ£ | Set up WhatsApp or website chatbot | ChatGPT, Dialogflow, or ManyChat |
| 2οΈβ£ | Connect chatbot to CRM | Perfex CRM via API |
| 3οΈβ£ | Auto-store chat data | Name, number, message, time |
| 4οΈβ£ | Automate follow-up | WhatsApp API + CRM workflow |
| 5οΈβ£ | Analyze conversions | CRM dashboards & reports |
πΉ Infographic: AI Chatbot + CRM Sales Workflow
| Stage | Action | Result |
|---|---|---|
| π¨οΈ Chatbot | Talks to customer | Captures lead instantly |
| π CRM | Stores & tracks data | No lead missed |
| π€ AI Automation | Sends follow-up | Higher response rate |
| π Sales Dashboard | Tracks conversion | Smarter sales decisions |
πΉ Pro Tip π‘
π Donβt just connect your chatbot β train it with your brand tone and FAQs.
Then let Perfex CRM + WhatsApp API handle:
- Lead tagging
- Auto replies
- Follow-up sequences
πΉ Conclusion
AI chatbots + CRM = Sales automation that never sleeps.
π Let Techsoftonics integrate it for you β so your leads convert even while you rest.
π Call us: +91 73768 28261
π§ Mail us: support@techsoftonics.com
π Visit: https://techsoftonics.com/
π Techsoftonics β AI Chatbots + CRM Automation for Smarter Sales.
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