What this workflow does
Qualifies sales-intent leads and hands them off to the WhatsApp sales team during business hours.
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SalesIntermediate12 nodes
Lead → Sales Team (WhatsApp)
When a lead is detected (pricing interest, buy intent), qualify them and hand off to the sales team via WhatsApp during business hours. Capture email outside hours.
Use this templateRead-only preview
When to use it
Your sales team works in WhatsApp and you want hot leads delivered there instead of generic email.
What triggers it
Sales Intent Detected
Information it collects
need, company, name, email
Actions it performs
Acknowledge Interest · Collect Need · Collect Company · Ask Name · Ask Email · Save Qualified Lead · Transfer to Sales · Notify Sales WhatsApp · Outside Hours Message · Create Sales Ticket
Systems it requires
No external commerce platform is required.
Read-only preview
Read-only workflow preview
This simplified layout represents the template’s real nodes and connections. It is not the full executable editor.
Trigger
Sales Intent Detected
intent detect
Next step: Acknowledge Interest
Action
Acknowledge Interest
static message
Next step: Collect Need
Action
Collect Need
collect input
Next step: Collect Company
Action
Collect Company
collect input
Next step: Ask Name
Action
Ask Name
collect input
Next step: Ask Email
Action
Ask Email
collect input
Next step: Save Qualified Lead
Integration
Save Qualified Lead
capture lead
Next step: Business Hours?
Condition
Business Hours?
if else
Next step: Transfer to Sales · Outside Hours Message
Action
Transfer to Sales
human handoff
Next step: Notify Sales WhatsApp
Action
Outside Hours Message
static message
Next step: Create Sales Ticket
Integration
Notify Sales WhatsApp
webhook send
Action
Create Sales Ticket
create ticket
Node configuration, credentials, internal endpoints, and secrets are intentionally not shown.
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