Capture the enquiry
“I’d like to discuss a quote for our renovation.” Keep the message connected to CRM. This is an illustrative workflow using fictional data.
HOME SERVICES
Turn an enquiry into a booked conversation.
Respond to service enquiries, gather the details your team needs, and arrange a consultation through a connected booking service.
Respond with context
Use a relevant template or configured bot. Personalise the reply with the CRM details your team is permitted to use.
Arrange the next step
Book a consultation through the connected scheduling service after confirmation.
Keep the team informed
Use configured notes, tasks, emails, or team notifications. The workflow does not replace your operational systems or professional judgement.
YOUR NEXT CHAPTER
Put the next
conversation to work.
See how connected messaging, calling, and AI follow-up could work for your Zoho CRM team.