Phoenix - Your AI AssistantAI Chatbot: CRM Integration, Lead Qualification & Booking
Delivery in
4 days
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What you get with this Offer
I will build an AI chatbot that qualifies leads and books appointments directly into your CRM and calendar system — covering conversational lead qualification logic (asking the right questions in natural language), CRM contact and deal creation via API (HubSpot, Salesforce, or Pipedrive), calendar availability checking and booking confirmation, and handoff to a human sales rep for qualified leads. A chatbot that captures leads into a spreadsheet or generic email notification creates manual work and delay; a chatbot that creates the contact and deal directly in your CRM with qualification data already captured lets your sales team act immediately on a warm, pre-qualified lead.
The build covers conversational qualification flow design (BANT or your specific qualification criteria), LLM-powered natural language understanding for flexible question answering, CRM API integration for contact and deal creation with qualification data, calendar API integration for availability and booking, and a handoff notification to your sales team with full conversation context.
Designed for sales and marketing teams who want their website chatbot to do real qualification work and create immediately actionable CRM records rather than generating generic, unqualified leads.
The build covers conversational qualification flow design (BANT or your specific qualification criteria), LLM-powered natural language understanding for flexible question answering, CRM API integration for contact and deal creation with qualification data, calendar API integration for availability and booking, and a handoff notification to your sales team with full conversation context.
Designed for sales and marketing teams who want their website chatbot to do real qualification work and create immediately actionable CRM records rather than generating generic, unqualified leads.
What the Freelancer needs to start the work
Please share your qualification criteria (what makes a lead sales-ready), your CRM platform and API access, your calendar/booking system, your sales team handoff process, and your website platform for widget deployment.