> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.flowella.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Capture and Qualification

> Send a short qualification form to new leads over WhatsApp, score the responses, and route high-fit leads to sales while nurturing the rest.

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

1. **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.
2. **Send qualification form** personalised with first name and, where known, the product or service enquired about.
3. **Wait for completion** delay until Form Completed, up to 24 hours.
4. **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.
5. **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

<Tip>
  Keep the qualification form to four or five questions. Let the rep or AI agent gather the rest in conversation.
</Tip>

* Set tier thresholds as workflow properties so sales can tune them without rebuilding the branch.