Lead capture

WhatsApp bot template for capturing leads and prospects — free, no code

This template is a free WhatsApp bot for capturing leads and prospects without code. It asks what the customer is looking for, collects area, budget, and name, and hands the lead to your sales team ready for follow-up. You test it in a live WhatsApp preview and download it to import into CX Inbox.

Last updated: June 2026

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Lead capture

10:30

Inmobiliaria Horizonte online

I'm looking for a house

10:30

Great! Are you looking to buy or rent?

10:31

Buy

Rent

Buy

10:32

Which area or neighborhood would you like?

10:33

Downtown

11:30

What's your approximate budget? _A range is perfect._

11:31

Between 2 and 3 million

11:32

What's your name?

11:33

Jorge Ramirez

12:30

Thanks, Jorge Ramirez! 🤝 Here is what I recorded:

Operation: Buy
Area: Downtown
Budget: Between 2 and 3 million

An advisor will message you here with options that match what you need.

12:31

Message

What does this bot do?

Asks with buttons whether the customer wants to buy or rent.
Collects area of interest, budget, and the prospect name.
Hands the lead to an advisor with all the captured context.
Includes flows to schedule a visit and to sell a property.
Connects directly with an advisor when the customer asks.

Which businesses is it for?

Real estate and developmentsCar dealershipsB2B services and consultingAny business that qualifies prospects

How to customize it in 3 steps

1

Define the questions

Replace the qualifying questions with your own.

2

Tune the handoff

Edit the message that passes the prospect to sales.

3

Test and download

Watch the flow in the preview and download it to import.

Frequently asked questions

What happens to the prospect data?

It stays in the conversation and the prospect is handed to a salesperson. In CX Inbox the chat lands in your inbox with all captured context.

Can I change the qualifying questions?

Yes. Every question is editable: you set the ones that qualify a good prospect in your business.

Does it work for things other than real estate?

Yes. The example is real estate, but the capture logic works for cars, B2B services, or any sale with follow-up.

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Frequently asked questions

Instantly answer hours, location, and payment methods.

Report a problem

Capture the full report so your team receives it ready to handle.

Quotes and pricing

Gather product, quantity, and contact so sales quotes ready.

Your WhatsApp bot, ready in minutes.

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