Lead Capture & Qualify
Get started free
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
Platform
Category Sales Marketing Communication
Industry B2B SaaS Agencies Professional Services
The workflow

The lead qualification blueprint.

Open the conversation immediately, ask two high-signal questions, branch by fit and urgency, then create a sales task or drop the contact into nurture.

Build it in Flowella now Try the lead view
app.flowella.io / workflows / lead-capture-qualify
WhatsApp templates

Copy that gets the answer.

Three templates run the lead capture flow: opener, qualification question, and sales-ready handoff.

tmpl_lead_timeline Timeline question
Question 2
CategoryMarketing
Localeen_GB
tmpl_lead_handoff Sales handoff
Qualified
CategoryMarketing
Localeen_GB
What it does

Five things that separate real demand from noise.

01

Starts instantly - the WhatsApp opener lands while the lead still remembers the ad or form.

02

Asks high-signal questions - use case, timeline, team size, or budget with quick replies.

03

Scores each answer - every tap writes a HubSpot property and increments lead score.

04

Routes sales-ready leads - high-fit contacts get an SDR task and calendar link.

05

Nurtures everyone else - low-urgency leads get useful content instead of a hard sell.

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

Browse 200+ workflows by what you actually do.

Filter by platform, category, or industry to find the play that fits.

Platform
All 17 HubSpot 17 Calendly 3 Stripe 5
Category
All 17 Sales 5 Communication 16 Fundraising 1 Marketing 5 Retention 8 Onboarding 3 Support 8
Industry
All 17 Professional Services 12 B2B SaaS 13 Agencies 8 Charity & Non-profit 1 FinTech 4 Healthcare 5 Hospitality 1

Meeting Booking Workflow

Book more meetings: WhatsApp calendar invite from HubSpot forms, smart nudges until Calendly books, reminders that cut no-shows.

Platform
HubSpot Calendly
Category
Sales Communication
Industry
Professional Services B2B SaaS Agencies
View workflow →

Donation Campaigns

Raise more from supporters: video-led WhatsApp donation campaigns from HubSpot, exit on first donation, never ask twice.

Platform
HubSpot Stripe
Category
Fundraising Communication
Industry
Charity & Non-profit
View workflow →

Web Contact Follow-up

Convert more web traffic: two-field form, then a 5-day WhatsApp drip that enriches the CRM and qualifies the lead before the SDR ever calls.

Platform
HubSpot
Category
Marketing Communication
Industry
B2B SaaS FinTech Professional Services
View workflow →

Membership Renewals

Renew more memberships with a 30-day WhatsApp cadence, value recap, one-tap renew, human handover, and win-back exit.

Platform
HubSpot Stripe
Category
Retention Communication
Industry
Professional Services B2B SaaS
View workflow →

KYC Onboarding

Complete KYC faster with WhatsApp document requests, missing-file nudges, verification branches, and manual review only for exceptions.

Platform
HubSpot
Category
Onboarding Support
Industry
FinTech Healthcare
View workflow →

Authentication / OTP

Verify users faster with WhatsApp OTP, single-use codes, retry branching, fail-closed support, and audit logging.

Platform
HubSpot
Category
Support Communication
Industry
FinTech Healthcare
View workflow →

Hospitality Feedback

Catch bad nights before they hit Google with WhatsApp NPS, promoter review CTAs, detractor recovery, and cohort tagging.

Platform
HubSpot
Category
Support Retention Communication
Industry
Hospitality
View workflow →

Contact Data Refresh

Refresh stale CRM records with WhatsApp confirmations, structured corrections, one reminder, and a clear freshness flag.

Platform
HubSpot
Category
Support Retention Communication
Industry
Professional Services B2B SaaS Healthcare
View workflow →

Abandoned Cart Recovery

Recover abandoned carts with WhatsApp reminders, purchase-status exits, support-first rescue, and controlled incentives.

Platform
HubSpot Stripe
Category
Retention Marketing Communication
Industry
B2B SaaS FinTech Agencies
View workflow →

Event & Webinar Reminders

Increase event and webinar attendance with WhatsApp confirmations, timed reminders, attendance branching, replay follow-up, and HubSpot scoring.

Platform
HubSpot Calendly
Category
Marketing Communication Sales
Industry
B2B SaaS Agencies Professional Services
View workflow →

Trial-to-Paid SaaS

Convert SaaS trials with WhatsApp activation nudges, usage-based branching, support rescue, upgrade CTAs, and Stripe-paid exits.

Platform
HubSpot Stripe
Category
Onboarding Retention Sales Communication
Industry
B2B SaaS Agencies Professional Services
View workflow →

Customer Onboarding

Guide new customers to first value with milestone WhatsApp prompts, setup nudges, support rescue, and HubSpot onboarding status updates.

Platform
HubSpot
Category
Onboarding Support Communication
Industry
B2B SaaS Agencies Professional Services
View workflow →

NPS / CSAT

Collect one-tap NPS or CSAT scores on WhatsApp, branch promoters, passives, and detractors, then route reviews or recovery in HubSpot.

Platform
HubSpot
Category
Support Retention Communication
Industry
B2B SaaS Professional Services Healthcare
View workflow →

Re-engagement

Wake dormant contacts with a WhatsApp preference prompt, branch interest, snooze, and opt-out paths, and clean HubSpot automatically.

Platform
HubSpot
Category
Retention Marketing Communication
Industry
B2B SaaS Agencies Professional Services
View workflow →

Order & Shipping Updates

Reduce WISMO tickets with WhatsApp order confirmations, dispatch updates, delivery branches, delay recovery, and review prompts.

Platform
HubSpot Stripe
Category
Support Retention Communication
Industry
Professional Services Agencies B2B SaaS
View workflow →

Appointment Reminders

Cut no-shows with WhatsApp appointment confirmations, timed reminders, prep requests, self-serve reschedule, and attendance follow-up.

Platform
HubSpot Calendly
Category
Sales Support Communication
Industry
Healthcare Professional Services B2B SaaS
View workflow →
Browse all workflows →
One-click build

Install Flowella and ship the lead qualifier first.

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

Build it in Flowella now View on HubSpot Marketplace →