When a new lead arrives from a Click-to-WhatsApp ad, QR code, website form, or direct message, this workflow sends a short qualification form, writes the answers back to HubSpot as structured properties, then scores and routes the lead automatically.
At a glance
| |
|---|
| Trigger | New lead from ad, form, QR, or direct message |
| Channels | WhatsApp |
| Templates | Qualification Flow plus follow-up |
| Platforms | HubSpot |
What this workflow does
The lead receives a four or five question form in WhatsApp covering budget, timeline, company size, and primary need. Responses become contact properties, and the workflow tiers each lead: high-value leads go straight to a sales rep with a deal and an owner, mid-value leads enter a nurture sequence, and early-stage leads are handed to a Breeze Customer Agent for AI engagement.
What you will need
- A WhatsApp Flow template for lead qualification
- Lead scoring in HubSpot (optional but recommended)
- Sales users configured for owner assignment
- A Breeze Customer Agent (optional, for AI handoff)
Workflow steps
- Trigger Flowella: Form Completed from a welcome Flow, a lifecycle stage change to Lead, Flowella: Text Reply for direct enquiries, or enrolment once a WhatsApp number is known.
- Send qualification form personalised with first name and, where known, the product or service enquired about.
- Wait for completion delay until Form Completed, up to 24 hours.
- Branch, completed:
- Tier 1, high value budget over the high threshold and an immediate or near-term timeline, set lifecycle to SQL, create a deal, assign an owner, notify the rep, and create a task to make contact within the hour.
- Tier 2, mid value mid-range budget or a three-month timeline, set lifecycle to MQL and enrol in nurture.
- Tier 3, early stage low budget or “just exploring”, assign to a Breeze Customer Agent and set Lead Status to AI Engaged.
- Branch, not completed send a follow-up offering to chat instead, wait up to 48 hours for a reply, then assign to a Customer Agent or set Lead Status to Unresponsive.
Tips and gotchas
Keep the qualification form to four or five questions. Let the rep or AI agent gather the rest in conversation.
- Set tier thresholds as workflow properties so sales can tune them without rebuilding the branch.
