Intelligent Automation in Lead Management for Companies Using Clientify and Caleida

Overview

This document outlines how companies integrating Clientify as their CRM can utilize Caleida to execute automated email and WhatsApp contact campaigns, optimizing their sales workflow and lead management proactively and in a highly personalized way.

The workflow begins at the customer’s initial point of contact, automatically managing their data and ensuring a seamless experience between platforms, and later assigning tasks to sales teams according to results. Below is the workflow followed by a detailed technical explanation.

Integration Workflow

Lead Capture in Clientify:

• When a customer submits their data via a form or interacts with an intelligent agent on the website, these details are sent directly to Clientify through the Caleida API.
  
  

• Captured details include name, contact information, and the product or service of interest, ensuring that the CRM is updated in real-time.

Applying Intelligent Tagging in Clientify:

• Once data is in Clientify, the sales team can manually apply the “caleida” tag to activate automated campaigns.
  
  

• This tag is used in situations such as sending a quote or when the customer is in a qualification stage to gauge their interest.
  
  

• “notes campaigns” parameter: Lead interest information is saved in this parameter, including the name, details of the product or service, and additional context, allowing the intelligent agent to stay focused on the customer’s objective without needing to repeat basic questions.

Activation of Automated Campaigns via WhatsApp and Email:

• Once the “caleida” tag is applied in Clientify, Zapier detects the change and pulls the contact information, enrolling them in a WhatsApp and/or Email Campaign through the Caleida API.
  
  

• This campaign is set up to reach the customer proactively through WhatsApp and email messages, maintaining continuity and consistency in communication.

Personalized Engagement through Caleida AI:

• Custom timing: Within the company-defined timeframe, Caleida’s intelligent agent initiates contact with the customer through the chosen channels, using the "notes campaigns" parameter for a personalized experience.
  
  

• Retry strategy: If the customer doesn’t respond, the AI agent follows up automatically, maximizing the likelihood of conversion.
  
  

• Real-time interaction: The AI responds to questions and concerns immediately, addressing the customer’s needs directly and avoiding wait times.

Automatic Task Creation in Clientify upon Objective Completion:

• When the customer shows interest, accepts the quote, or indicates an intention to negotiate, a Zapier webhook activates, automatically updating information in Clientify.
  
  

• The update includes interaction details and conversion probability, generating a task in Clientify for the sales team.
  
  

• These tasks are automatically assigned, allowing for a more focused and structured follow-up, prioritizing leads with the highest conversion potential.

Technical Explanation of the Integration

Data Capture Configuration

• Initial data capture occurs through a form or intelligent agent on the company’s website, which sends the collected data to Clientify via the Caleida API.
  
  

• Collected data: Customer name, contact details (email, phone number), and specific customer interest (requested product or service).

Intelligent Tagging and “notes campaigns” Parameter in Clientify

• Once the data is in Clientify, the sales team manually adds the “caleida” tag to leads that require personalized follow-up.
  
  

• notes campaigns: This parameter allows the AI agent to identify the customer’s name, product or service of interest, and any other relevant detail, keeping the conversation context intact and saving time.

Automation through Zapier: Activating Multichannel Campaigns

• The “caleida” tag detection in Clientify triggers a Zapier action that extracts contact details.
  
  

• Contacts are enrolled in WhatsApp or email campaigns via the Caleida API, sending proactive messages to engage the lead.

Caleida AI Engagement Configuration

• Conversation initiation: At the specified time, Caleida AI initiates the conversation on WhatsApp or email, using lead information from “notes campaigns” for message personalization.
  
  

• Scheduled retries: If the lead does not respond to the first message, the AI is set to retry contact, optimizing the chance of response.
  
  

• Real-time responses: The AI is configured to address questions and concerns immediately, providing a smooth customer experience without interruptions.

Clientify Update via Webhook and Automatic Tasks

• When the campaign goal is achieved, the process is marked complete, triggering a Zapier webhook.
  
  

• This webhook sends the update to Clientify, creating an automatic task in the CRM.
  
  

• Task content: The task includes conversation history, conversion probability analysis, and other relevant information for the sales team.
  
  

• Assignment and prioritization: Generated tasks enable a structured lead management, helping the team focus on leads with the highest conversion potential.

Key Benefits of the Integration

• Complete Automation: From lead registration to final follow-up, the workflow is automated to minimize manual intervention.
  
  

• Personalization and Context: The "notes campaigns" parameter ensures communication is personalized and contextualized, saving time and improving customer satisfaction.
  
  

• Resource Optimization and Prioritization: Automatic task creation in Clientify allows the sales team to focus on high-priority leads, increasing time efficiency.
  
  

• Multichannel Engagement for Greater Effectiveness: With WhatsApp and email campaigns, the company has a higher likelihood of connecting with customers on their preferred channel.