The flow asks three to five qualifying questions using buttons and list messages, stores the answers as variables, and sends the lead to your CRM with an HTTP request. Based on those answers, a condition decides whether the lead goes straight to sales or gets an informative follow-up.
Why this works
- You stop losing time on leads that aren't a fit
- The lead fills in their own details — in WhatsApp, not in a form
- Answers land straight in your CRM, with the source and the timestamp
- Response time from hours to seconds, evenings included
The flow, step by step
Ready-to-use message copy
Take these and adjust them to your own tone of voice. The flow fills in the variables in double curly braces for you.
| Message | Text |
|---|---|
| Opening | “Glad you reached out! I'll ask three quick questions, then put you through to the right colleague.” |
| Closing a warm lead | “Thanks! {{name}} will call you today. Good of you to be so clear about it.” |
What you need
- An Easy Flow Builder subscription at €50 per month
- A WhatsApp Business API number through Meta onboarding
- For conversations you start: an approved message template
- Optional: an API integration with your own system
Frequently asked questions
How many questions can I ask before people drop off?
Three to five. Every extra question costs you completions. Ask only what decides whether you want to keep talking, and collect the rest later.
Does the lead end up in my CRM?
Yes, through the HTTP block. HubSpot, Teamleader, and Pipedrive are common; through Make or Zapier almost any CRM works.
Can I send that person marketing messages afterward?
Only with explicit marketing opt-in. Qualifying a lead inside a conversation the customer started is service, and marketing doesn't belong there without separate consent.