Build Lead Capture Flows

Lead capture flows help collect valuable customer information automatically, turning conversations into qualified business opportunities.

What Is a Lead Capture Flow?

A lead capture flow is a chatbot conversation designed to gather contact details and qualification information from potential customers.

Information You Can Collect

• Full name

• Email address

• Phone number

• Company name

• Business size

• Budget range

• Service requirements

Creating a Lead Capture Flow

1. Create a new workflow.

2. Add a welcome message.

3. Ask qualification questions.

4. Store user responses.

5. Apply tags or segments.

6. Notify your sales team.

7. Send a confirmation message.

Example Lead Flow

Step 1: Welcome

Thanks for your interest! We'd love to learn more about your needs.

Step 2: Collect Name

What's your name?

Step 3: Collect Email

What's the best email address to reach you?

Step 4: Qualification

What service are you interested in?

Options:

• WhatsApp Automation

• AI Chatbots

• Bulk Messaging

• Custom Integrations

Step 5: Confirmation

Thank you! Our team will review your information and contact you shortly.

Lead Scoring Ideas

Assign points based on:

• Company size

• Budget level

• Requested services

• User engagement

Best Practices

• Ask only necessary questions.

• Use multiple-choice options when possible.

• Explain why information is being collected.

• Keep the flow short and focused.

• Integrate captured leads with your CRM for faster follow-up.