SOLUTION · LEAD QUALIFICATION

Qualify every lead on WhatsApp before sales picks up

A WhatsApp lead qualification workflow replies to each new lead immediately, asks the questions your sales team would ask, saves the answers to the CRM, and sends qualified leads to the right salesperson while the rest receive a nurturing sequence. In ENTALOP it combines lead sources, the bot builder, the CRM and drip campaigns.

FROM CONVERSATION TO ACTION

Follow the workflow.

See how a conversation becomes an answer, a customer record, or a task for your team.

Lead qualification
STEP 01 / 04

Start with a real conversation.

A click-to-WhatsApp ad brings a new enquiry into the shared inbox.

P
PriyaNew WhatsApp enquiry
Priya

Hi! I’m looking for a solution for my sales team.

Customer conversation
INSIDE ENTALOPNew lead captured
Source
Click-to-WhatsApp ad
Stage
New enquiry
Channel
WhatsApp
Ready for the next step

The workflow

  1. Lead arrives

    From Facebook Lead Ads, a click-to-WhatsApp ad, IndiaMART, TradeIndia, a website form or a webhook.

  2. Instant first reply

    A WhatsApp template greets the lead and opens the conversation within seconds.

  3. Qualifying questions

    Ask-a-question blocks collect budget, need and timeline. Regex validation catches bad phone numbers and emails, and buttons keep answers consistent.

  4. Score and tag

    Answers become super fields and tags such as "hot", "warm" or "not a fit".

  5. Route

    Hot leads go to sales through a department or a splitter that shares leads evenly. Each lead becomes a card on a board.

  6. Nurture the rest

    Warm leads join a drip campaign; your team sees replies in the shared inbox.

Building blocks used

Lead sources

Ads, marketplaces and forms connected to the CRM.

Bot builder

Questions, validation, buttons and button payloads. See chatbots.

Boards

A visual pipeline from new lead to won.

Drip campaigns

Timed follow-ups. See the follow-up guide.

Design tips

  • Ask no more than four or five questions before a person takes over
  • Offer buttons for common answers, and free text only where needed
  • Tell the lead what happens next and when
  • Review which answers predict a sale, and adjust your scoring

Step-by-step documentation

Frequently asked questions

Can a different ad start a different qualification flow?

Yes. Each click-to-WhatsApp ad can trigger its own bot flow.

Can qualified leads go to my existing CRM?

Yes. Send data to Zoho CRM or other tools with integrations, Zapier, Make, Pabbly Connect, n8n or webhooks.

Related pages

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