Marketing & sales

Lead capture & qualification

Ask the right questions in chat and hand hot leads to a salesperson with the details filled in.

The customer starts

“I want to know the price”

What the automation does

1Ask name, city and what they are looking for, and check phone, email and dates are valid
2Save the answers on the contact
3Tag the lead by interest and budget
4Assign hot leads to a salesperson at once, and put the rest into a drip sequence

Your team gets: Sales spends time on ready leads, and the rest are nurtured automatically.

See it working

An example conversation, and the steps behind it. Grey lines are what happens in the background.

Lead capture & qualification

Business account · replies instantly

I want to know the price

Happy to help! What is your name?

Neha Sharma

Thanks {{vars.name.reply_text}}. Your email address?

neha@example.com

What is your monthly budget?

Under ₹10k

₹10k to ₹50k

Above ₹50k

Tagged “Hot lead”

Hot lead sent to a salesperson with the answers saved on the contact

How this is set up

Starts when a customer's message contains “price”, “pricing”, “cost”. You build it in the visual builder, or start from a ready-made one and edit the wording.

1Asks “Happy to help! What is your name?”
2Asks “Thanks {{vars.name.reply_text}}. Your email address?” and checks the answer is a valid email
3Shows buttons for “What is your monthly budget?”: Under ₹10k, ₹10k to ₹50k, Above ₹50k
4Tags the contact “Hot lead”
5Hot lead sent to a salesperson with the answers saved on the contact

What you connect

A tag named “Hot lead” (the builder matches it by name)

Build this free Have us build it

Want this lead capture & qualification chatbot built for you?

Tell us what your business does. Our team designs the chatbots, connects your tools, gets your messages approved and trains your team. You only reply to the customers it hands to you.

Get it built for me How it works

More in Marketing & sales

Drip sequences

A series of timed messages that welcomes or nurtures a contact, and stops by itself.

Campaigns & broadcasts

Send offers to thousands of opted-in contacts, including carousel and limited-time-offer templates.

Engage

Marketing & sales

Lead capture & qualification

Ask the right questions in chat and hand hot leads to a salesperson with the details filled in.

The customer starts

“I want to know the price”

What the automation does

1Ask name, city and what they are looking for, and check phone, email and dates are valid
2Save the answers on the contact
3Tag the lead by interest and budget
4Assign hot leads to a salesperson at once, and put the rest into a drip sequence

Your team gets: Sales spends time on ready leads, and the rest are nurtured automatically.

See it working

An example conversation, and the steps behind it. Grey lines are what happens in the background.

Lead capture & qualification

Business account · replies instantly

I want to know the price

Happy to help! What is your name?

Neha Sharma

Thanks {{vars.name.reply_text}}. Your email address?

neha@example.com

What is your monthly budget?

Under ₹10k

₹10k to ₹50k

Above ₹50k

Tagged “Hot lead”

Hot lead sent to a salesperson with the answers saved on the contact

How this is set up

Starts when a customer's message contains “price”, “pricing”, “cost”. You build it in the visual builder, or start from a ready-made one and edit the wording.

1Asks “Happy to help! What is your name?”
2Asks “Thanks {{vars.name.reply_text}}. Your email address?” and checks the answer is a valid email
3Shows buttons for “What is your monthly budget?”: Under ₹10k, ₹10k to ₹50k, Above ₹50k
4Tags the contact “Hot lead”
5Hot lead sent to a salesperson with the answers saved on the contact

What you connect

A tag named “Hot lead” (the builder matches it by name)

Build this free Have us build it

Want this lead capture & qualification chatbot built for you?

Tell us what your business does. Our team designs the chatbots, connects your tools, gets your messages approved and trains your team. You only reply to the customers it hands to you.

Get it built for me How it works

More in Marketing & sales

Drip sequences

A series of timed messages that welcomes or nurtures a contact, and stops by itself.

Campaigns & broadcasts

Send offers to thousands of opted-in contacts, including carousel and limited-time-offer templates.