Automating Qualification in Zoho: Routing, SLAs, and Sequences
Gabbee Team•
Speed and consistency beat perfection. Use assignment rules, SLA timers, and smart sequences to reduce lead latency and improve conversion.
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Automate the Boring, Enforce the Critical
Build a reliable handoff machine so no lead goes dark.
Assignment Rules
- Route by territory, product interest, language, or account tier. Round-robin within teams.
SLA Timers
- If no first touch in X minutes/hours, escalate or reassign. Surface breaches on dashboards.
Smart Sequences
- Auto-launch follow-ups by persona and lead source; pause on meeting booked.
Disqualify Decisively
- Add explicit
Not ICPandRecyclingreasons. Set revisit dates; exclude from sales sequences but keep in nurture.
One-Click Macros
- For common patterns (e.g., "No response after 3 touches"), update status, add note, and schedule recycle.
Stage Guards
- Block moving to Opportunity unless required fields (decision maker, use case) are captured.
Handoff Rituals
- At MQL, auto-create intro email + call task + Slack/Teams alert with key context.
Result
Less latency, better conversion, zero ownership confusion.
Ready to automate qualification calls?
Launch an AI BDR for Zoho CRM in minutes — natural conversations, objection handling, transcripts, and outcomes written back automatically.
- • Two‑way Zoho CRM sync
- • Call recordings, transcripts, and summaries
- • Qualification scoring with clear next steps
New users get 10 free calls.
