Goal

A business developer is chatting with a doctor on Instagram (via Zoho SalesIQ) and needs to:

• Capture the doctor as a Contact

• Create a Deal in Zoho CRM directly from Zoho SalesIQ

1. Important: Instagram vs. SalesIQ

⚠️ Attention

• Use Instagram only for the very first contact (first message + first reply).

• As soon as the doctor:

  • responds and

  • shows interest in receiving more information / collaborating,
    move the communication to SalesIQ (WhatsApp / website chat).

You can reopen the Instagram conversation and send a short follow-up after 24 hours if needed, but the main communication must be in SalesIQ, not Instagram.

2. Before You Start (What to Collect)

When you chat with a doctor on Instagram, try to collect at least:

• Full name

• Medical specialty

• Hospital / Clinic name

• Country / City

✅ Mandatory

• Email address

You need the email to:

• Create a Contact in Zoho CRM (via Zoho SalesIQ)

• Create the Deal correctly in Zoho CRM (via Zoho SalesIQ)

✅ Very important, if possible

• Mobile / WhatsApp number → to continue communication in SalesIQ / WhatsApp

If the doctor refuses to share an email:
➡️ Do not create a Contact/Deal yet.
Ask again politely and explain that you need the email to send official information and next steps.

3. Step-by-Step in Zoho SalesIQ & Zoho CRM

Step 1 – First message on Instagram

• You send the first message from Instagram (via ZohoSalesIQ) to introduce Saleem.

• Example: short intro + ask if they are interested in receiving more information.

Step 2 – Doctor shares contact details

Once the doctor replies and shares his email (and ideally phone):

1. In Zoho Social, open the Instagram conversation with the doctor.

2. Click on the email address in the conversation.

3. Use the Zoho Social option to “Add to CRM”:

   • Create a Contact (and a Lead too, if Zoho Social forces it – but our focus is the Contact + Deal)

Hover / Click with the mouse on the Email

• Name: Dr. Firstname Lastname

• Email (mandatory)

• Mobile / WhatsApp (if available)

• Instagram handle (in a field or in the notes)

Step 3 – Create a Deal from Zoho SalesIQ

As soon as the doctor has:

• Shared his contact details and

• Clearly shown interest in getting more information / collaboration

➡️ For us, he is already a Deal, not just a Lead.

In Zoho Social:

1. In the same Instagram conversation, click on “Add Deal”.

2. Link the Deal to the Contact you just created.

Step 4 – Fill in the Deal information to create a Deal in Zoho CRM

When the Add Deal window opens (via Zoho Social → Zoho CRM):

Fill in at least:

• Deal Name

  • Example: Dr. [Firstname Lastname] – Saleem Doctor Onboarding

• Stage

  • Start with: New

• Amount

  • Use a placeholder, e.g. 1000 BHD (this is not final, just a reference)

• Closing Date

  • Set a date within 1 month

  • Goal: within 30 days, the doctor is either Closed Won (signed up) or Closed Lost

• Primary Vertical: Healthcare

• Deal Source / Lead Source: Instagram or Zoho Social – Instagram

• Specialty: e.g. Orthopedic Surgeon, Cardiologist

• Language(s) Spoken

• Instagram Handle: @username (field or notes)

Description / Notes (very important):

Add a short summary, for example:

Contacted via Instagram on [date].
Interested in: [joining Saleem / telemedicine / receiving leads / collaboration].
Communication moved to SalesIQ / WhatsApp on [date].
Main points from conversation:
– …
– …

Save the Deal.

Step 5 – See your Deals in Zoho CRM

1. Go to Zoho CRM → Deals.

2. Filter by Deal Owner = your name (ownership filter).

3. You should now see all your doctor Deals created via Zoho Social.

These are the Deals you will actively work on (follow-up, information, onboarding).

Step 6 – Move communication to SalesIQ

Once the email is collected and the Deal & Contact are created:

1. Start communication from Zoho CRM and/or SalesIQ  (e.g. WhatsApp message or other connected channel).

2. In the first message, reference Instagram:

“Hi Dr. [Name], this is [Your Name] from Saleem. We spoke on Instagram. I’m moving our conversation via Email so we can share information and documents more securely.”

3. Log important information as:

• Notes, and/or

• Activities (calls, WhatsApp summaries, emails)
  directly on the Deal or Contact in Zoho CRM

Step 7 – Prepare and send the informational email

Once your Deals are visible in Zoho CRM and you have all necessary details:

1. Open each Deal.

2. Prepare the informational email to the doctor, including:

   • Brief introduction

   • Saleem Doctor presentation / deck

   • Next steps for collaboration and onboarding

3. Send the email from Zoho or your usual email client and log it to the Deal/Contact (if possible).

4. Quick Checklist for Business Developers

Before you move on to the next doctor, check:

• First contact was done via Instagram, main communication now in SalesIQ

• Email collected (mandatory)

• Contact created in Zoho CRM (via Zoho Social)

• Deal created and linked to the Contact

• Deal Source = Instagram / Zoho Social

• Doctor’s name, specialty, hospital/clinic, email, phone recorded

• Deal name = Dr. [Name] – Saleem Doctor Onboarding

• Onboarding tasks planned (send info + agreement, collect documents, etc.)

• Deal stage up to date