Build a WhatsApp Lead Capture Bot That Finds Hot Customers Automatically

Learn how to create a WhatsApp Lead Capture Bot using Pabbly Chatflow and Pabbly Chatflow to automatically identify hot customers. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Chatflow for WhatsApp Bot

To create a WhatsApp Lead Capture Bot, start by accessing Pabbly Chatflow. Visit Pabbly.com/chatflow to sign in or create a free account. New users can sign up and receive 100 free credits monthly, allowing exploration of the application.

Once logged in, you’ll see your WhatsApp number displayed. If you haven’t added it yet, click the button to add your WhatsApp number using either the WhatsApp connect method or manual token connect method. This step is crucial as it enables Pabbly Chatflow to interact with your WhatsApp account.

2. Creating Your WhatsApp Lead Capture Bot in Pabbly Chatflow

Inside your Pabbly Chatflow dashboard, navigate to the flows section and click on the ‘Add Flow’ button to start creating your bot. Name your flow as ‘Hot Lead Capture Bot’ for clarity. This naming helps in identifying the purpose of your bot easily.

Next, select the trigger event for your bot. Choose ‘Keyword or Reject Match’ from the dropdown menu. Here, you will enter keywords like ‘hello’ and ‘hey’. By doing this, your bot will be triggered whenever users send these keywords. After adding these keywords, you can proceed to frame a welcome message.

• Select ‘Keyword or Reject Match’ as the trigger event.
• Add keywords like ‘hello’ and ‘hey’.
• Frame a welcome message for users.

After framing the welcome message, you can set up additional questions to engage users further. This interaction is essential for qualifying leads effectively.

3. Engaging Users with Questions in Pabbly Chatflow

After sending the welcome message, use the ‘Ask Question’ feature in Pabbly Chatflow to engage users. You can ask questions like ‘What are you looking for today?’ and provide multiple options for users to choose from. This step will help gather valuable information from potential leads.

For each question, ensure you connect the responses to the respective contact custom fields. This allows you to save the answers given by users efficiently. After asking the initial question, duplicate the ‘Ask Question’ action to add more questions about budget, company name, and email.

• Use the ‘Ask Question’ feature to engage users.
• Connect responses to contact custom fields.
• Duplicate questions for budget, company name, and email.

These interactions are crucial in determining whether a lead is hot or cold, based on their responses.

4. Integrating Pabbly Connect for Data Management

To manage the data collected from users, you need to integrate Pabbly Connect. After asking the necessary questions, drag the API request action into your flow. You will need to paste the webhook URL from your Pabbly Connect account here.

To obtain the webhook URL, go back to your Pabbly Connect dashboard and create a new workflow. Select ‘Webhook’ as the trigger application and choose ‘Catch Webhook’ as the event. Copy the generated webhook URL and paste it into your Pabbly Chatflow API request.

Drag the API request into your flow after user questions. Create a new workflow in Pabbly Connect for the webhook. Paste the webhook URL into your API request in Pabbly Chatflow.

By doing this, you ensure that all lead information is captured and sent to your Pabbly Connect account for further processing.

5. Finalizing the Workflow and Testing the Bot

Once your Pabbly Chatflow flow is set up and integrated with Pabbly Connect, you can finalize the workflow. Add a filter action to ensure that only leads with a budget above a specified amount are processed further. This step is crucial for identifying hot leads.

To test your bot, send the trigger keywords like ‘hey’ in your WhatsApp chat. The bot should respond with the welcome message and proceed to ask the questions you set up. After completing the interaction, check your Pabbly Connect account to see if the lead details have been captured correctly.

Add a filter action to process only hot leads. Test the bot by sending trigger keywords in WhatsApp. Verify lead details in your Pabbly Connect account.

This testing phase ensures that your WhatsApp Lead Capture Bot is functioning as intended and effectively categorizing leads.

Conclusion

By following these steps, you can successfully build a WhatsApp Lead Capture Bot using Pabbly Chatflow and Pabbly Connect. This bot will help you automatically identify hot customers and streamline your lead management process. With the right setup, your business can benefit from efficient lead categorization and timely follow-ups.