Lead Generation with Qualifico and Dynamics 365 for Sales

Lead generation chatbots are a type of conversational AI that automate the process of capturing leads and determining their qualifications. They interact with prospects via chat interfaces, asking questions and gathering information that helps businesses identify whether a lead is worth pursuing. This makes lead generation chatbots an effective tool for streamlining the lead generation process, as they can handle many routine tasks automatically, freeing up sales and marketing teams to focus on more strategic activities.

A chatbot can be initiated on a specific page or after a specified time delay. Once engaged, the chatbot asks customers a series of questions, primarily to gather contact information like email or phone number.

Attract website visitors with free resources, product samples, or discount codes and let the chatbot follow up with questions to categorize customers and identify qualified leads.

Here are the steps for how to setup with Qualifico:

1.  Under the admin section, create a new Interaction
2. In the interaction Bot Flow, drag a new message and set its content:
   
   
3. Next, drag a question and set it as a custom question with the following options:
   
   
4. Complete the flow with asking the visitor to provide an email in case they are interested in the promo code:
   
   
5. Save, activate.

Make sure your qualifico account is connected with Dynamics 365 for sales. To connect Dynamics 365 with qualifico, please follow this guide.

Once the visitor enters their email, the above scenario will create a new Lead record in Dynamics 365 with the email field set to the visitor's input and the conversation transcript associated as a Note to the lead timeline.