This guide explains how to enable Zoom Virtual Agent in the CRM Settings so that leads are automatically created.
What Is This:
When a patient chats with the Zoom Virtual Agent, their information is automatically saved as a Lead in the CRM.
The user must enable a token and configure the settings, only then will the lead be created automatically.
Purpose:
This feature automatically captures conversations from the Zoom Virtual Agent chatbot and creates leads in the CRM. This ensures that potential patients who interact with the chatbot are not missed and can be followed up by the team.
How It Works:
● When a patient chats with the Zoom Virtual Agent, their details are saved automatically. ● The system checks for new chatbot conversations regularly.
● Each conversation is added to the CRM as a Lead.
● You do not need to take any action for lead creation.
Important Notes:
● Duplicate leads are avoided when possible
● If the same patient chats again, the conversation may be added to the existing lead ● No manual setup is required from the userside.
Step 1: Log In to CRM
1. Open Dazos CRM
2. Enter your username and password
3. Click Log In
Step 2: Go to Zoom Settings
1. Go to Settings
2. Click on VOIP Settings
3. Select Zoom
Step 3: Open Zoom Virtual Agent Settings
1. On the top right side, click the button
“Zoom Virtual Agent Settings”
Step 4: Activate the Account
● By default, the account will be Inactive
● To activate it:
1. Click on Generate Token
2. Assign User
3. Check the Active checkbox & confirmation message.
Step 5: Map Lead Fields
1. Scroll to Leads Mapped Fields
2. Some mandatory fields are already mapped by default
3. zva_uniqueid field also required in the request body.
4. Users must map the remaining required fields if needed
5. Save the mapping.
⚠️ Important:
Lead creation requires the mapping of necessary fields. Only the data from these mapped fields will be synchronized into the new lead.
Step 6: Sync & Lead Creation
● Once the account is Active and fields are mapped:
○ The system syncs with the Zoom account
○ When a Zoom Virtual Agent conversation happens:
■ Leads are created automatically
■ Lead creation depends on the selected settings and field mapping
What Happens Next?
● Leads will appear in the Leads section
● Lead Source will be Zoom Virtual Agent
● User can open the lead and follow up as needed
Summary
✔ Login to CRM
✔ Go to Settings → VOIP → Zoom
✔ Open Zoom Virtual Agent Settings
✔ Generate token & assign user
✔ Activate account
✔ Map lead fields
✔ Leads will auto-generate from Zoom Virtual Agent conversations