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

Introduction

Manual lead qualification is often a slow and inefficient process that can hinder growth.

Kipps.AI provides a sophisticated solution by enabling you to build intelligent AI agents—such as chat, voice, and WhatsApp agents—without requiring any coding. These agents professionally interact with prospects, qualify them using smart logic, and seamlessly sync all responses directly into your Zoho CRM for a fully automated lead management workflow.

Why It Matters

Empower your sales team to focus on closing deals instead of chasing unqualified leads. Our AI-driven solution automates the initial qualification process to deliver significant results.

• Automate First Interactions: An AI agent engages prospects instantly, asks your pre-defined qualification questions, and intelligently filters for the most high-potential leads.

• Enrich Your CRM Data: Through a seamless integration, qualified leads appear instantly in Zoho CRM, automatically enriched with detailed tags, notes, and lead scores.

• Improve Sales Performance: This automation directly reduces lead response time, improves conversion rates, and ensures your CRM is always accurate and up-to-date.

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 integrate

Step 5

Click on Audience section

Step 6

Now, click on Create Button

Step 7

Then Click here to download the Format

Step 8

Format

Step 9

Now, Upload the CSV

Step 10

Select Phone Number and Name

Step 11

Click on Continue Button

Step 12

Now Enter the Audience and Description

Step 13

Now, click on Submit Button

Step 14

Then Click on Campaign Section

Step 15

Click on Create Zoho Campaign Button

Step 16

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 17

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.

Read Next

• How to Run Lead Qualification on WhatsApp with Kipps.AI
• How to Integrate WhatsApp AI Agent with Zoho CRM