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.
Form → opener → qualification Flow → SDR hand-off. Three templates, one scoring path.
Templates, branches, and the setup for this workflow, in one playbook.
Get the playbookMarketing nurture with qualification Flow and personalised hand-off when the lead score qualifies.
Hi {{first_name}} from {{company_name}} 👋
Quick questions here so we can route you to the right specialist — faster than email ping-pong.
Hi {{first_name}} — this helps us match you with {{rep_name}} and the right resources.
When are you looking to start?
Budget range
Powered by Flowella · HubSpot scoring
{{first_name}}, based on your answers we'd love to show you how teams like {{company_name}} use Flowella.
{{rep_name}} has 30 minutes this week — grab a slot or read the case study first.
Opener on WhatsApp — confirms the form and opens the reply window.
Qualification Flow — timeline emojis, budget chips, optional need; builds lead_score.
Hand-off template — calendar and case study when score clears threshold.
Lead capture fails when the follow-up arrives after intent fades. WhatsApp keeps the qualification in the same moment as the click.
Fast, conversational qualification catches intent while it is still live and gives sales cleaner context than a generic form field.
Add ad-source routing, account matching, AI content recommendations, and Slack alerts for high-fit replies.
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.
We stopped treating every form fill the same and routed serious buyers in minutes.
Filter by platform, category, or industry to find the play that fits.
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Complete KYC faster with WhatsApp document requests, missing-file nudges, verification branches, and manual review only for exceptions.
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Catch bad nights before they hit Google with WhatsApp NPS, promoter review CTAs, detractor recovery, and cohort tagging.
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Refresh stale CRM records with WhatsApp confirmations, structured corrections, one reminder, and a clear freshness flag.
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Recover abandoned carts with WhatsApp reminders, purchase-status exits, support-first rescue, and controlled incentives.
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Turn every captured lead into a WhatsApp qualification path inside HubSpot.
