Connecting a Windows & Doors chatbot to your CRM

A bot without a CRM loses the history. In Windows & Doors you want the integration so every conversation becomes a lead card with context, and your rep sees exactly where things left off.

What the CRM link gives you

• All leads in one place with the chat history.
• Automatic hot-lead handoff to your rep.
• Nothing gets lost between shifts.

How to set up the bot for Windows & Doors so it actually sells

• Make the measurement booking the agent's closing action — in glazing, the exact price only comes after the visit.
• Ask about the profile and opening at the start of the conversation — the estimate comes out right and the customer doesn't leave for a competitor.
• Script the "we'll wait for warm weather" objection — the seasonal lead stays and books a measurement date.

Which systems can the bot connect to

• Bitrix24, SalesDrive, 1C — and any other CRM
• Telegram, Instagram, and other messaging channels

Who this matters to most

A homeowner replacing windows or installing doors: they describe the opening and profile, compare prices, and wait for warm weather. They book the free measurement after a clear preliminary estimate.

What it looks like in a conversation

FAQ

Read next

• How to measure bot performance in the Windows & Doors niche
• Bot vs contact form in Windows & Doors: which converts better
• An AI assistant for a Windows & Doors business: what it can do
• A voice agent for Windows & Doors: when to upgrade
• Handling Windows & Doors leads 24/7 without a manager