I will setup salesforce agentforce, zoho zia, drift and freshchat CRM automation


About this gig
Want to make your CRM smarter with AI agents and automated customer conversations?
I will set up and configure Salesforce Agentforce, Zoho Zia, Drift, and Freshchat to help you automate customer communication and connect conversations with your CRM workflows.
I can build CRM-focused AI and chatbot solutions that capture customer information, qualify prospects, update records, create support tickets, route conversations, and trigger the right workflow based on customer actions.
What I can help you set up:
Salesforce Agentforce configuration
Zoho Zia AI setup
Drift chatbot implementation
Freshchat chatbot setup
CRM-connected AI conversations
Customer information capture
Lead qualification workflows
CRM contact and record updates
Support ticket automation
Customer routing and assignment
FAQ and knowledge-base setup
Appointment and inquiry workflows
Human handoff and escalation
CRM workflow automation
Testing and optimization
I will tailor the setup to your CRM, business process, and customer journey.
Send me your requirements and CRM details, and I can help you plan the right implementation.
Get to know Ayoola
Instagram Facebook Marketing Expert Organic Growth Specialist
- FromUnited Kingdom
- Member sinceMay 2026
Languages
English
FAQ
Can the chatbot create or update CRM records?
Yes, where supported by the platform and integration. I can configure workflows for capturing and updating customer information.
Can you set up AI lead qualification?
Yes. I can create qualifying questions and workflows that collect customer information and route qualified leads appropriately.
Can you connect these AI agents and chatbots to my CRM?
Yes. I can configure supported CRM connections and workflows so customer conversations and information can flow into your CRM.
