flow
Use Cases / Lead Capture & Qualify

Lead capture that qualifies itself.
From click to pipeline on WhatsApp.

Turn a form fill, ad click, or QR scan into a short WhatsApp qualification flow. Capture intent, score the replies, and route sales-ready leads before the moment cools.

2.4xMore qualified replies
-38%Manual triage
12mMedian time to route
The workflow

The lead qualification blueprint.

Form → opener → qualification Flow → SDR hand-off. Three templates, one scoring path.

app.flowella.io / workflows / lead-capture-qualify

Workflow diagram requires JavaScript.

WhatsApp templates

Copy that gets the answer.

Marketing nurture with qualification Flow and personalised hand-off when the lead score qualifies.

tmpl_lead_opener Thanks for your interest
Form submit +5m
CategoryMarketing
Localeen_GB
tmpl_lead_timeline Qualification Flow
Opens from CTA
CategoryMarketing
Localeen_GB
tmpl_lead_handoff Qualified hand-off
Score ≥ threshold
CategoryMarketing
Localeen_GB
What it does

Five things that separate real demand from noise.

01

Opener on WhatsApp — confirms the form and opens the reply window.

02

Qualification Flow — timeline emojis, budget chips, optional need; builds lead_score.

03

Hand-off template — calendar and case study when score clears threshold.

Deep dive

Why WhatsApp qualification works.

Lead capture fails when the follow-up arrives after intent fades. WhatsApp keeps the qualification in the same moment as the click.

01 Why speed matters

Fast, conversational qualification catches intent while it is still live and gives sales cleaner context than a generic form field.

  • Silent after "yes" — wire your Flow to the CRM milestone (donation cleared, booking confirmed, ticket closed) and let the thread go quiet the instant the job is done. No duplicate ask, no nudge — one trustworthy conversation people actually open next time.

02 How to enhance it

Add ad-source routing, account matching, AI content recommendations, and Slack alerts for high-fit replies.

03 Gotchas

Keep opt-in explicit, limit the questions, avoid duplicate SDR tasks, and suppress contacts already in active deals.

The point: the lead form starts the conversation; WhatsApp qualifies it.

Proof

What it looks like in the wild

We stopped treating every form fill the same and routed serious buyers in minutes.

Priya Shah
Growth Lead
2.4xQualified replies
-38%Manual triage
12mTo route
Keep exploring

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One-click build

Install Flowella and ship the lead qualifier first.

Turn every captured lead into a WhatsApp qualification path inside HubSpot.