Stop Losing Leads on WhatsApp: Lead Qualification Chatbot That Converts 3x More

Learn how to create a lead qualification chatbot on WhatsApp using Pabbly Chatflow to convert leads effectively and automate your business processes. 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. Accessing Pabbly Chatflow for Your WhatsApp Chatbot

To start creating a lead qualification chatbot using Pabbly Chatflow, you first need to access the platform. Open your browser and navigate to Pabbly Chatflow. If you don’t have an account, click on the ‘Sign Up Free’ button to create one and get 100 free credits every month.

Once you have logged in, you will be directed to the dashboard. Here, you can see various options. To integrate WhatsApp, you need to add your WhatsApp number. Click on the ‘Add WhatsApp Number’ button located in the top right corner. You can choose between the WhatsApp connect method or the manual token connect method for adding your number.

2. Creating the WhatsApp Chatbot Flow in Pabbly Chatflow

After setting up your WhatsApp number, it’s time to create the actual chatbot flow. Navigate to the ‘Flows’ section in Pabbly Chatflow and click on the ‘Add Flow’ button. This will open the flow builder page where you can create your chatbot.

• Give your flow a name, such as ‘Lead Qualification Chatbot’.
• Select the trigger event as ‘Keyword or Reject Match’.
• Enter keywords like ‘start’ and ‘hello’ to trigger the bot.

Once you have set the keywords, you can start adding action steps to your flow. Use the drag-and-drop feature to add text buttons for your responses. For instance, you can create a welcome message that greets users when they initiate the chat.

3. Setting Up Lead Qualification Questions

To qualify leads effectively, your chatbot should ask relevant questions. In Pabbly Chatflow, you can add multiple questions and options for users to select. For example, after the welcome message, ask, ‘Which service are you interested in?’ and provide buttons for different services.

• Add buttons for options like ‘Business Coaching’, ‘Marketing Consult’, and ‘Website & Funnel’.
• Create custom fields to store user responses for later use.
• Tag leads based on their responses, such as ‘Hot Lead’ or ‘Cold Lead’.

This structured approach ensures that you collect valuable information while keeping the user engaged. After setting up the questions, save your flow to avoid losing any progress.

4. Integrating Google Sheets with Pabbly Connect

Once your chatbot is set up, the next step is to integrate it with Google Sheets using Pabbly Connect. This allows you to automatically log qualified leads into a spreadsheet. Start by creating a new workflow in Pabbly Connect.

In the workflow, select the trigger as ‘Webhook’ and copy the provided URL. Go back to your chatbot flow in Pabbly Chatflow and add an API request action. Paste the webhook URL in the required field. This connection will ensure that whenever a lead is tagged as ‘Hot’ or ‘Promising’, their details are sent to your Google Sheets.

Select the Google Sheets action to add a new row. Map the fields from your chatbot responses to the corresponding columns in Google Sheets. Test the integration to ensure data is being logged correctly.

This integration is crucial as it automates the process of lead management, allowing you to focus on converting leads rather than tracking them manually.

5. Testing and Launching Your WhatsApp Chatbot

After completing the setup and integration, it’s essential to test your WhatsApp chatbot to ensure everything works as intended. In Pabbly Chatflow, you can initiate a test by sending the keyword ‘start’ in your WhatsApp account.

Observe the responses and ensure that the chatbot follows the flow correctly, asking the right questions and tagging leads appropriately. If everything functions smoothly, you can officially launch your chatbot.

Monitor the chatbot’s performance and make adjustments based on user interactions. Gather feedback from users to improve the chatbot experience.

With your lead qualification chatbot live, you will be able to filter leads effectively, ensuring that your business maximizes every opportunity.

Conclusion

In conclusion, using Pabbly Chatflow to create a lead qualification chatbot for WhatsApp is a powerful way to enhance lead management. By following the steps outlined, you can automate your lead filtering process and improve your conversion rates significantly. Start leveraging Pabbly Chatflow today to streamline your business operations and maximize your leads.