Integration with marketing databases to upload and extract lead details

Integration with marketing databases such as MSD CRM DB, Unica DB and other 3rd party DBs is a must for adding value to the existing lead capturing, qualification and engagement processes.

The following fields seem to be mandatory to create leads in any DB:

• Lead Name <-- Full name captured from visitor

• Company Name <-- Organization captured from visitor

• Email <-- work email address captured from visitor

• Country <-- auto-detection of timezone/country

• Product <-- captured from the website URL where the bot is deployed + conversation context

• Lead source <-- captured from URL parameters

For each DB, there are other good to have fields/attributes which will be filled accordingly.

In each DB, a particular field to be updated with the processed conversation notes to aid the lead qualification process.

To engage appropriately with repeat visitors, it would be necessary to extract lead details such as lead name, company name, product, and the field with last session's conversation notes.