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AI Chatbot helping with Lead Nurturing


Best Use of AI Chatbots for Lead Nurturing in 2023

Are you looking for a way to effectively nurture your leads and drive conversions? An AI chatbot is the tool you need to make the process of lead nurturing more effective while staying efficient and cost-conscious.

Chatbots, when integrated with customer relationship management (CRM) systems, can be incredible in guiding potential customers through the sales funnel. These bots have the ability to collect valuable lead information and segment it within the CRM system. With this data, businesses can send personalized email campaigns to specific segments, resulting in higher ROI compared to traditional social media campaigns.

Chatbots also excel at engaging with customers, providing instant recommendations, and answering product/service-related queries. Additionally, chatbot-CRM integration streamlines lead capture and updates lead information automatically, making the sales process more efficient for your sales team.

Key Takeaways

  • Chatbots can collect valuable lead information for segmentation in the CRM.
  • CRM can send relevant campaigns to specific customer segments based on chatbot data.
  • Chatbots can provide personalized recommendations to influence buying decisions.
  • Chatbots reduce dependency on live chat agents and sales representatives.

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How do AI chatbots and CRMs fit into lead nurturing?

Chatbots and CRMs, the dynamic duo of customer engagement and lead management, work together to improve your marketing efforts and saving your sales team hours of time by automating lead information updates.

Chatbots play a crucial role in customer service as they can instantly answer customer queries, reducing response times and improving customer satisfaction.

By integrating chatbots with CRMs like HubSpot, businesses can capture valuable lead information for personalized campaigns and segmentation. This integration allows chatbot data to be sent to the CRM, enabling targeted campaign delivery based on specific segments.

Personalization is further enhanced through email campaigns, as chatbots collect user information that can be used for personalized greetings and content.

Additionally, chatbots are instrumental in lead generation by asking website visitors specific questions to gather relevant information.

Automation plays a key role in lead nurturing, as chatbot data helps create segmented lists in the CRM and enables the delivery of relevant campaigns to specific segments without any human input needed.

Through these functionalities, chatbots and CRMs streamline processes, improve efficiency, and drive effective lead nurturing strategies.

Improving campaign conversion

CRMs have long served as a way to track your sales pipeline and segment customers. Typically, a CRM needs to be constantly updated and maintained manually to ensure that the information contained within it is accurate and useful.

Here is an example of what the Deskera CRM looks like:

Deskera CRM for Lead Nurturing

In the image, you are able to obtain a high-level view of your customer pipeline, including the landing page the customer came from, what campaign they are a part of, and what segment they fit into.

This level of detail is very useful for sales and marketing in order to be effective with your marketing efforts and make sure that your budget is being used appropriately.

However, to achieve a CRM of this level, it typically requires a team to manage and update it manually consistently. With an AI chatbot that is linked to your CRM, the information can be obtained and uploaded automatically.

Here are a few ways chatbots can help improve campaign conversions:

Personalization plays an incredibly important role in capturing the attention of potential customers and increasing conversion rates. With the help of chatbots, you can collect valuable lead information and use it to create personalization in campaigns. Sometimes, something as simple as including their name or the product they are interested in the campaign message can make a huge difference.

76% of consumers say they’re more likely to purchase from brands that personalize.

Segmentation allows you to place your prospects in targeted campaigns that resonate with their specific needs and interests. It is important to have a strong understanding of your target audience so that you can accurately segment them based on factors such as their interests, the landing page they came from, their budget, etc.

Chatbots can segment customers for you based on their interactions with them. For example, if your chatbot asks your customer which service they are interested in learning more about, that is one level of segmentation.

8 Types of Customer Segmentation by Zendesk

Moving prospects down your marketing funnel

Once the chatbot engages with a prospect and identifies that they are qualified and interested in your product or service, they will add them to your marketing funnel based on their interests.

Most prospects enter the funnel at the top, where they are simply interested in what you have to offer. Your funnel’s goal is to move them down the funnel toward conversion (sale), this process is what lead nurturing is all about.

Here is what an optimized marketing funnel looks like:

Stages of the Marketing Funnel

There are a few things you can do to move your prospects down the funnel.

First, you can offer case studies, testimonials, and how-to videos on your website to create awareness and interest in your product. This content helps prospects understand the value and benefits of the product, making them more likely to move further down the funnel. You can provide them a link to these digital assets through a text, email, or through the chatbot itself.

A great way to get prospects to enter the funnel in the middle is by using AI chatbots. By engaging with customers throughout their journey, chatbots can offer relevant content and suggestions based on their specific needs and preferences. This personalized approach can help move prospects down the funnel before they are even added to it.

For example, a person interested in a roof repair may interact with a chatbot on a roofing website and get the information they need to make a decision, but for some reason they are not fully ready to convert. A chatbot can identify this and add this prospect directly to step 5 in the funnel diagram above (evaluation).

Adding prospects to segmented email campaigns can help with lead nurturing as well. If the prospect provides you with their email address, it would be a good idea to add them to a campaign depending on their position in the funnel. Giving them discounts, testimonials, and information straight to their inbox is likely to improve the conversion rate.

Providing instant support

AI Chatbot answering customer questions in Lead Nurturing process

When a prospect needs immediate support for a product or order, a chatbot can provide instant answers and connect them to a live agent if necessary.

Chatbots are designed to quickly answer queries about shipping details, dispatch timelines, return/refund policies, and more. By addressing these major concerns upfront, chatbots help reduce purchase delays and encourage buyers to complete their journey.

Great customer service and fast response is critical in the lead nurturing process. Prospects want fast and accurate answers to their questions. If they don’t get that they could end up working with a competitor instead.

This can also help curb chargebacks, bad reviews, and complaints due to slow response time and bad customer service.

If all else fails or the prospect insists on it, AI chatbots can connect prospects with live chat agents for complex queries that require human assistance.

One of the key benefits of using chatbots is that they reduce dependency on live chat agents and sales representatives. This not only cuts customer service costs by almost 30%, but also ensures that customers receive timely support without having to wait for a human response.

Reducing dependency on human resources

With chatbots handling queries that don’t require human attention, your sales reps can focus on tasks that truly require their expertise. This not only reduces dependency on human resources but also makes them more efficient.

You can save your sales and marketing teams hundreds of hours of wasted time on updating your CRM, interacting with unqualified leads, manually adding leads to campaigns, etc.

By automating processes through AI chatbots, you can reduce your personnel costs or use the saved time to focus on more important activities that can help move your business forward. Chatbots can handle a variety of tasks simultaneously, providing instant support and improving customer experience as we have covered in this article.

With reduced response times and quick answers to product and order queries, customer satisfaction levels increase, leading to higher sales.


In conclusion, the integration of AI chatbots with CRMs is a game-changer for lead nurturing.

Leveraging the capabilities of chatbots and CRM systems, you can greatly improve the conversions of your campaigns, move prospects down the sales funnel, provide instant support, and reduce dependency on human resources.

The combination of these technologies streamlines lead nurturing and capture, improves customer experience, and ultimately contributes to effective customer acquisition and business growth.

With AI chatbots handling interactions and providing personalized recommendations, you can save time and cut operational costs while driving higher ROI through targeted email campaigns.

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