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Engage with leads on your website through an interactive AI conversation with Zapier Chatbots specifically designed for lead generation and tailored to your business. Get started with this template to build a chatbot in minutes.

## Why you should use this template
You've already answered most questions from leads already. With Zapier Chatbots you can power an AI chatbot with the answers directly from your business and let it interact with leads for you. Let your human crew pick up where the chatbot leaves off. 

Embed this chat experience on your website, upload a custom data source with your FAQ and business information, and get started in minutes with a no-code builder. Easily customize a directive to point leads to help articles, useful links on your website, or a contact form should they need to get in touch with your team directly.

## How the template works
Zapier Chatbots leverage AI to generate unique conversations for each lead or prospect. To customize the chatbot, you can upload and connect static files as a data source. The data source serves as the chatbot's own knowledge base that it can pull from so that website visitors who interact with the bot have relevant answers and a far better user experience.

What makes Zapier Chatbots unique is the ability to trigger actions based on the conversation. Add actions to buttons within the chat, such as copying responses or running a Zap (automation) when a lead clicks a button.

## Who should use this template
This template provides a starting point with a custom prompt for business owners, marketing and revenue operations teams, and anyone looking to implement a chat experience for their leads directly on their website. Because the chatbot is highly customizable, it can be tailored to any industry.

## Use the power of OpenAI
Zapier Chatbots seamlessly integrate with OpenAI. By default, it utilizes the GPT 3.5 model, but if you have access to the OpenAI API, you can choose a different model and adjust the token length and creativity level.

## Try Zapier Chatbots live
Here's a chatbot we made about Zapier Chatbots. Give it a try and learn more about how it works!

<iframe src='https://interfaces.zapier.com/embed/chatbot/clsu4gwop000ir4n4miek7fhd' height='600px' width='100%' allow='clipboard-write *'></iframe>

Increase lead engagement with a conversational chat experience embedded on your website.

Engage leads with quick and accurate answers about your business with AI Chat for lead generation built with Zapier Chatbots. 

AI Chat for Lead Generation Template

AI Chat for Lead Generation

A lead that's not in the right hands is like a message in a bottle lost at sea. Instead, ensure each new lead that comes in gets the right sales rep in the quickest possible time by using a lead routing system built using Zapier inspired by Zach West from [Aptitude 8](https://aptitude8.com/). Automate lead distribution by alerting reps based on determined criteria and then let them claim leads.

## How the lead router system in Zapier works

![Lead router Canvas](//images.ctfassets.net/0sppvm4cmdq7/6JAIgyoGsW68u7HGd4vmL1/392d0c58a024eab6cbbcd4005de2e432/Lead_router_2024-04-11_130147.png)

This template helps you set up a lead routing system that relies on Zapier Tables, Zapier Interfaces, and Zaps. It features:

- a __lead capture__ page for prospects to submit information, including a customizable form
- an __lead routing__ interface and tables to view leads, agents or reps, metrics, and events
- an __agent claim__ page for an alerted sales representative to claim a lead
- __five Zaps__: two to adjust the weights of each metric, one to track sales team events, one to alert qualified agents when there's a new lead, and one to update details when a lead has been claimed

You can edit each page, table, and Zap, however the routing rules are currently set based on region and company size. Lead assignment is based on which sales rep claims the lead, first. A sales agent's ranking score is calculated based on how many meetings they have booked and how many closed won deals they have secured. This is also customizable based on your own best practices and sales process.

To set things up, all you need to do is:

- Click __Use template__
- Sign up or log in to your Zapier account (it's free to sign up)
- Add the metrics __Meetings booked__ and __Closed Won__ to the weighted control, and set the weights
- __Add agents or sales reps__ to the agent roster table, indicating the region and company size they are allowed to work along with whether their status is active or not.
- __Connect your CRM__ to add events for meetings booked and closed won deals secured into the agent events table.
- __Embed the lead capture form__ on your website

There are many ways to make this lead router specific to you, including adding a lead scoring Zap to score leads accordingly or to adjust and customize the criteria for alerting sales reps for new leads. While this lead router system is currently set up for reps to claim leads, you can customize to automatically assign an inbound lead through whatever lead assignment rules you need.

## Who should use this template
If you're a sales team leader or revenue operations professional, this lead router system is perfect for you. It comes with the ability to customize and adjust without the need for developers. If you want flexibility and control over your lead generation process and the speed of automated lead distribution, build lead routing in Zapier.

## Key benefits of the Lead router template
- Automate lead routing, distribution, and decrease response time for incoming leads
- Match leads with qualified sales reps based on custom criteria
- Keep your tech clean and uncluttered, integrating with your existing CRM, email, chat, and other systems
- Centralize lead management operation in Zapier to simplify your tech stack


Alert qualified sales reps with active claiming and decrease lead response time.

Use this lead router template built in Zapier to automate your lead distribution and assignment, routing leads to the right reps on your sales team.

Lead router template

Lead Router Template

New Template

Don’t let a lead slip through the cracks. Track all your leads and send them custom emails from a single place with this template. You can add fields to the provided Table to customize the information you collect and also connect any email platform to send emails to your leads. Enhance your productivity and elevate your conversion rate with this template.

## How the lead tracker template works

The lead tracker template harnesses the power of Zapier Tables to store and manage lead information, including name, email address, subject line, and email body. It also features a "Send email" button that triggers an Email by Zapier action to send personalized emails to your leads. The template is driven by a single Zap, which is enabled by default and runs when the "Send email" button is clicked.

## Who's it for?

Sales pros, small business owners, and marketing teams can all reap the benefits of the lead tracker template. Whether you're juggling a few leads or hundreds, this template helps you stay organized and efficient in your sales process. By streamlining your lead management and communication, you'll be able to focus on what truly matters: closing deals and expanding your business.

## Perks of using the lead tracker template

The lead tracker template offers a plethora of benefits to help you excel in your sales endeavors. With its intuitive interface, you'll be able to swiftly input and manage lead information. The template's seamless integration with Email by Zapier lets you send custom emails straight from the template, ensuring your leads receive personalized communication. And by automating your lead management process, you'll save time and boost your chances of closing more deals.

Easily track your sales leads, send custom emails, and close more deals.

Effortlessly track your sales leads, send tailored emails, and close more deals with the user-friendly lead tracker template.

Lead Tracker Template

Lead Tracker

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Marketing tips

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The steps to build a lead generation funnel include finding your target customers, creating content, and engaging leads with email marketing. 

How to build a lead generation funnel in 4 steps

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