OmniChannel Integration + ChatBot Dev
About the company
Land Intelligence™ is a Columbia South Carolina based, Series-A level startup known for its AI-driven solutions tailored for property valuation and assessment.
Tech Stack Used
HubSpot (Professional) Marketing | Sales | CMS | Operations, Intercom, WordPress, WebinarJam (EverWebinar), Zapier, Stripe, Atlassian (Jira+Confluence), Canva, LuckyOrange, Databox (HubSpot Dashboard Integration), Clickfunnels
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Diverse Project Scopes, Proven Expertise
From custom chat bot flows and RevOps pipelines to complex CRM integrations, Flora & Fauna Technical Solutions has successfully delivered a wide range of tailored projects. Explore our work in setting up knowledge bases, multi-platform integrations, and custom automation solutions that streamline operations and improve user experiences.
ChatBot Development
Full Intercom custom bot chat flow implementation including scripts, triage systems, and creation of 26+ knowledgebase articles.
System Integrations
Set up HubSpot integrations with Zoom, Intercom, Stripe, Jira, WordPress, WhatsApp, & Lucky Orange for the client's software.
Automation
Multi-RevOps pipeline setup for both Enterprise Services and SaaS Subscription sales.
Intercom Custom Chatbot
For this client, I implemented a custom Intercom bot chat flow within their SaaS platform, including tailored branding, an AI avatar named "Devon" (for Land Development), and personalized chat scripts. I configured diverse conversation flows for various scenarios, set up triage systems to streamline inquiry management, and integrated over 26 knowledge base articles to enhance the AI's ability to deliver accurate, comprehensive information to users.
End-to-End Chatbot and CRM Integration for Streamlined Support and Sales
This highlights the comprehensive nature of the work and focuses on the integration of systems for seamless operations across different teams.
- Configured complete chat flow, database, and chatbot personality
- Integrated chatbot with JIRA and HubSpot for seamless data visibility
- Enabled Intercom support transcripts within users' HubSpot contacts
- Implemented auto-assignment system based on chatflow triggers for sales or technical support
- Initiated 'Support' deal card creation in HubSpot upon 'submit a ticket' cue
- Simultaneously generated JIRA tickets for swift technical team action
- Established comprehensive omnichannel support across customer service, sales, and technical operations through chatflow system
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Automations for In-App Purchases
I developed advanced e-commerce automations for LandSUITE’s in-app purchases, working closely with engineers to integrate Stripe, HubSpot, and Intercom for a seamless user experience and efficient sales processes.
- Created 20 custom product properties linked to Stripe and API product IDs.
- Automated dynamic updates in HubSpot upon purchase of custom GIS Data reports, with instant sales team notifications.
- Set up automated JIRA ticket creation, assigning tasks to the appropriate project manager for timely report delivery.
- Enabled users to purchase custom reports or upgrade subscriptions directly through Intercom chat for a simplified purchasing experience.
- Centralized all transactional data in HubSpot, ensuring accuracy and efficient tracking of customer purchases.
RevOps Infrastructure and Automated Deal Management
At Land Intelligence, I led the development of a robust RevOps infrastructure, implementing complex automations to manage user deals from freemium to premium tiers and beyond. This setup utilized both native platform features and external integrations via Zapier.
Key components included:
- Creation of deal stages and columns specific to paid users, capturing Monthly Recurring Revenue (MRR) from subscription fees.
- Segmentation for users requesting demos or technical support.
- Automated workflows for tracking and nurturing inactive users, triggered by 30 days of inactivity through Lucky Orange integration.
- Separate columns for canceled users to monitor and manage churn.
Comprehensive Sales Operations System
I designed and implemented a multifaceted sales operations system for Land Intelligence, enabling their sales teams to effectively track user needs and capitalize on upselling opportunities during discovery and demo sessions. The system integrated a range of tools and workflows to enhance efficiency and streamline processes.
Key features included:
- HubSpot Playbook for consistent sales strategies
- Internal "Proposal Checklist" form with custom product IDs
- Custom quote templates for tailored proposals
- Automated deal creation workflows
- Real-time notifications for the sales team
- Auto-assignment of leads using a round-robin system
- Chat assignments based on contact owner preference
- A demo recording playlist for streamlined reference
This system not only improved user experiences but also strengthened sales strategies and optimized revenue potential.
Final Thoughts
This project marked a technical evolution for Land Intelligence’s operations. Through advanced automations, chatbot development, and API integrations, the system drove significant improvements in operational efficiency.
Looking for design & development services?
Check out my design portfolio for examples of website and landing page development. You'll also find my collection of digital collateral - emails, CTA's, popups, and Ebooks - all designed and developed by F&FTS.
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