Lead Generation Flow

Capture customer details (name, email, phone) through a conversational form and notify your sales team via email.

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Flow Diagram

flowchart TD
    A["🚀 Entry Point"] --> B["💬 Welcome<br/><em>Hi! Welcome to AcmeCorp.</em>"]
    B --> C["📋 Main Menu<br/><em>How can I help?</em>"]
    C -->|"Get a Quote"| D["📥 Ask Name<br/><em>What's your full name?</em><br/>→ {{name}}"]
    C -->|"About Us"| E["💬 About Us<br/><em>AcmeCorp was founded in...</em>"]
    C -->|"Talk to Agent"| F["👤 Human Handoff"]
    D --> G["📥 Ask Email<br/><em>What's your email address?</em><br/>→ {{email}}"]
    G --> H["📥 Ask Phone<br/><em>What's your phone number?</em><br/>→ {{phone}}"]
    H --> I["📥 Ask Interest<br/><em>Which service interests you?</em><br/>→ {{interest}}"]
    I --> J["✉️ Notify Sales<br/><em>New lead: {{name}} - {{email}}</em>"]
    J --> K["💬 Thank You<br/><em>Thanks {{name}}! Our team will contact you at {{email}} within 24 hours.</em>"]
    K --> C
    E --> C

    style A fill:#dcfce7,stroke:#22c55e,stroke-width:2px
    style D fill:#cffafe,stroke:#22d3ee,stroke-width:2px
    style G fill:#cffafe,stroke:#22d3ee,stroke-width:2px
    style H fill:#cffafe,stroke:#22d3ee,stroke-width:2px
    style I fill:#cffafe,stroke:#22d3ee,stroke-width:2px
    style J fill:#ccfbf1,stroke:#2dd4bf,stroke-width:2px
    style F fill:#ffe4e6,stroke:#f43f5e,stroke-width:2px

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Nodes Used

Node	How It's Used
🚀 Entry Point	Triggers on any incoming message
💬 Message	Welcome greeting and thank-you confirmation
📋 Menu	Main menu with "Get a Quote", "About Us", "Talk to Agent"
📥 Question	Four chained questions: name, email, phone, interest
✉️ Send Email	Emails collected lead details to the sales team
👤 Human Handoff	Fallback for customers who want to talk to a person

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Step-by-Step Build

1. Set Up the Skeleton

Add an Entry Point, a Welcome Message, and a Main Menu with three options.

2. Build the Lead Form

Chain four Question nodes:

Step	Question	Variable	Input Type	Scope
1	"What's your full name?"	name	Text	Contact
2	"What's your email address?"	email	Email	Contact
3	"What's your phone number?"	phone	Phone	Contact
4	"Which service interests you?"	interest	Select	Conversation

Use Contact scope for permanent data

Set name, email, and phone to Contact scope so they persist across conversations. The customer won't be asked again next time.

3. Send the Email

Add a Send Email node after the last question:

• Send To: Support email (or custom sales address)
• Subject: New WhatsApp Lead - {{name}}
• Body:

  New lead from WhatsApp:
  
  Name: {{name}}
  Email: {{email}}
  Phone: {{phone}}
  Interest: {{interest}}
  
  Please follow up within 24 hours.
  

4. Confirm and Loop Back

Add a Thank You Message using captured variables, then connect back to the Main Menu.

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Tips

• Keep the form short — 3–5 questions max. Longer forms have high drop-off rates.
• Use Select input type for the interest question — it's easier than free-text.
• Set email validation — use the Email input type so invalid addresses are rejected.
• Add a Condition to check if the email was provided before sending (see Condition node).
• Always include a "Talk to Agent" option in the main menu.