Chatbot - Creating an Opportunity in CRM

This feature allows the Chatbot to automatically create an opportunity in the CRM, registering the lead directly in the sales funnel during the conversation.

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⚙️ How to access

To start configuring, follow the path below:

➡️ Menu → Chat → Chatbot or 🔎 Type “Chatbot” in the Find Service

After accessing the desired chatbot, you can edit the flow and add the action Create Opportunity in CRM.

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🛠️ How to configure in the flow

1️⃣ Open the chatbot flow you want to edit.

2️⃣ At the point in the flow where you want to register the lead, add the action: ➡️ Create Opportunity

3️⃣ Configure the opportunity information:

• Sales funnel

• Funnel stage

• Owner

• Opportunity title (e.g.: Lead Name)

4️⃣ Save and publish the chatbot.

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💡 Practical example

📌 A quote request chatbot can automatically create an opportunity when the lead responds that they are interested.

That way, the contact already enters the sales funnel, allowing the sales team to follow up.

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✅ Result:

• Leads automatically registered in the CRM

• Funnel always updated

• More agility in the sales process