When might it be needed?
This trigger-based chatbot template is perfect for businesses that need to quickly and efficiently engage with customers at various stages of the sales funnel in AmoCRM. It’s particularly useful when you need to:
- Send personalized messages based on customer actions or status in your CRM;
- Quickly notify customers about new promotions, special offers, or updates on their orders;
- Automate regular customer interactions, reducing the workload on your team.
How can the chatbot help?
The chatbot integrates with AmoCRM and automatically sends messages through messengers based on predefined triggers. This helps to:
- Instantly respond to customer actions (e.g., sending notifications when a deal progresses to a new stage);
- Increase conversion rates by sending personalized messages at the right time;
- Boost team efficiency by automating routine message-sending tasks;
- Improve customer retention by keeping them informed of relevant offers or updates in real-time.
Example scenario
- Event in AmoCRM: A client moves to the "Contract Signed" stage.
- Chatbot trigger: Within minutes, the client receives a message via WhatsApp, Telegram, or Viber confirming the contract and offering next steps, such as payment instructions or document collection.
- Follow-up: If payment hasn’t been made within 3 days, the chatbot automatically sends a polite reminder, offering assistance if needed.
- Personalization: The message is personalized using data from AmoCRM (e.g., the client’s name and contract amount), making the interaction more warm and customer-friendly.
This scenario allows for continuous engagement with clients, ensuring no opportunity to offer services or products is missed, while improving satisfaction and increasing the chances of a successful deal.