Oxana AI + Your CRM: How to Automate Lead Qualification Like a Pro!
Discover how to combine Oxana AI’s conversational power with your favorite CRM to qualify leads automatically and close deals faster.
Table of Contents
- – Introduction: Why Automate Lead Qualification?
- – What Is Oxana AI and Why It Matters
- – How Oxana AI Integrates with CRMs
- – Use Case: Automating Lead Qualification in Real Time
- – Benefits of CRM + AI Integration
- – Step-by-Step: Setting It Up
- – Best Practices for Smarter Qualification
- – Final Thoughts
- – FAQs
Introduction: Why Automate Lead Qualification?
Manually qualifying leads is time-consuming, inconsistent, and often leads to lost opportunities. In 2025, automation isn’t a nice-to-have it’s essential.
Enter Oxana AI + your CRM. This duo helps you automatically capture, score, and qualify leads via conversational chatbots that engage visitors 24/7.
What Is Oxana AI and Why It Matters
Oxana AI is a no-code chatbot builder that lets you create intelligent, personalized chat assistants based on your website content, PDFs, or uploaded documents.
But beyond customer support, Oxana AI can become a powerful sales assistant when paired with your CRM—automating repetitive tasks like:
- – Capturing lead details
- – Qualifying prospects based on questions
- – Routing warm leads to your sales team in real time
How Oxana AI Integrates with CRMs
Oxana AI supports custom API integrations, meaning you can connect it to most major CRMs including:
- – HubSpot
- – Salesforce
- – Pipedrive
- – Zoho
- – Freshsales
- – And more…
The chatbot can push collected data like name, email, budget, or timeline directly into your CRM.
Use Case: Automating Lead Qualification in Real Time
Example Scenario:
A visitor lands on your pricing page. Oxana AI starts a conversation:
Bot: “Looking for a custom plan or just exploring?”
Visitor: “Looking for a plan for my team.”
Bot: “Awesome. Can I grab your email so our team can tailor something for you?”
Visitor enters email.
Within seconds, Oxana AI:
- Tags the lead as “Marketing Qualified”
- Pushes their info to your CRM
- Sends an alert to your sales rep
Benefits of CRM + AI Integration
- – ✅ 24/7 Engagement: Never miss a hot lead again
- – ✅ Faster Response Times: Respond instantly without human delay
- – ✅ Smarter Segmentation: Use chatbot logic to score leads automatically
- – ✅ Seamless Handoff: Hand qualified leads off to human reps in real time
Step-by-Step: Setting It Up
- 1. Create Your Chatbot using Oxana AI’s platform.
- 2. Design Your Flow: Use Oxana Flowgram to build lead-qualifying questions.
- 3. Connect to Your CRM: Use API keys or webhooks to send data to your CRM.
- 4. Test & Launch: Simulate conversations to make sure lead data flows smoothly.
- 5. Track Results: Use Oxana’s backoffice to monitor leads and refine your flows.
Best Practices for Smarter Qualification
- – 🎯 Ask 3–4 Key Questions Only: Budget, timeline, need, and email.
- – 🧠 Use Conditional Logic: Route users differently based on answers.
- – 🤖 Create Custom Prompts: Make it easy for users to share info.
- – 🧩 Segment by Behavior: Train your bot on high-converting pages (like pricing or demo pages).
Final Thoughts
If you’re serious about scaling sales, Oxana AI + CRM integration is a no-brainer. With smart automation, you’ll qualify more leads, faster and your sales team will thank you for it.
Don’t just capture traffic. Convert it.
FAQs
Q: Can I use this with a free CRM like HubSpot?
A: Yes! Oxana AI works with any CRM that supports API or webhook integrations.
Q: Do I need a developer?
A: Not necessarily. If your CRM supports Zapier or webhook URLs, you can integrate Oxana AI with zero code.
Q: Can I customize the chatbot for different user types (e.g., agency vs. individual)?
A: Absolutely. Use Oxana Flowgram to build custom decision trees and logic.