How to Make a Lead Qualification AI Agent Integrated with Zoho CRM

Introduction

Qualifying leads manually is slow and inefficient.

With Kipps.AI, you can build an AI agent—chatbot, voicebot, or WhatsApp bot—that interacts with prospects, qualifies them using smart logic, and syncs responses directly into Zoho CRM.

No coding. Just fast, automated lead management.

Why It Matters

Most sales teams waste time on unqualified leads.

An AI agent handles the first interaction, asks pre-defined qualification questions, and filters high-potential leads. Integration with Zoho CRM ensures qualified leads are instantly available to your team with tags, notes, and scores.

It reduces response time, improves conversion, and keeps your CRM always updated.

How to Get Start

Step 1

Login/Signup to your Kipps.AI account.

Step 2

Create Chatbot

Step 3

Then, click on the Integration Section

Step 4

Now,choose whatsApp bussiness and click on integration

Step 3

Click on Audience section

Step 4

Now, click on Create Button

Step 5

Then Click here to download the Format

Step 6

Format

Step 7

Now , Upload the CSV

step 8

Select Phone Number and Name

Step 9

click on continue button

Step 10

Enter the Audience and Discription

Step 11

Now ,click on Submit Button

Step 5

Then Click on Campaign Section

Step 6

Click on Create Zoho Campaign Button

Step 7

Fill the All Checkboxs.

Enter the Name

Select the Audience

Select Template For Initial Message

Enter the campaign duration (in days)

Add your system prompt here.

Write Lead Qualification Prompt

Add Lead Qualification Params

Step 8

NOw Click on Create Button to create.

Use Cases

• Ask qualifying questions like budget, industry, or timeline and sync answers to Zoho CRM
• Auto-create contacts or deals in Zoho when a lead meets your criteria
• Route hot leads to sales reps in real time using CRM triggers

Conclusion

Kipps.AI makes it simple to launch a Lead Qualification AI Agent that works 24/7 and integrates deeply with Zoho CRM.

Automate the repetitive. Qualify faster. Convert better.

About Kipps.AI

Kipps.AI is a no-code platform to build and deploy AI agents that automate conversations across chat, voice, and WhatsApp. These agents deeply integrate with CRMs like Zoho, helping you streamline workflows, qualify leads, and scale efficiently.