# Chatbot – Creating 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


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