Lead generation and qualification on WhatsApp
Turn ad clicks, QR scans and website visitors into conversations, ask the questions your sales team needs and hand over only the leads worth calling.
- Verified numbers by default
- Higher completion than forms
- Follow-up in the same thread
How does lead generation on WhatsApp work?
Lead generation on WhatsApp starts a conversation instead of a form. A prospect taps a Click-to-WhatsApp ad, website button or QR code, a pre-filled message opens the chat, and a bot asks qualifying questions such as requirement, budget, city and timeline. Qualified leads are pushed to the CRM and assigned to a salesperson, who continues in the same chat.
Updated
Why use WhatsApp for lead generation?
How do you set up lead generation with WhatsApp?
- Pick the entry pointsClick-to-WhatsApp ads on Facebook and Instagram, a chat button on landing pages, QR codes on hoardings and brochures, each with its own pre-filled message.
- Qualify with 3 to 5 questionsThe bot uses buttons and lists for requirement, budget, location and timeline, and can ask for a callback time.
- Score and routeAnswers set a lead score; hot leads are assigned to a salesperson at once, others get a brochure and a follow-up template later.
- Sync to the CRMEach lead, its source and answers are sent to your CRM by webhook, so ad spend can be judged on qualified leads, not clicks.
WhatsApp templates for lead generation
Copy, edit and use these as a starting point.
Hi {{1}}, thanks for your interest in {{2}}. Would you like a call from our team or the detailed brochure first? [Call me] [Send brochure] [Not now]
Hi {{1}}, {{2}} from {{3}} will call you on {{4}} at {{5}} about your {{6}} enquiry, as you requested. [Change time]
Hi {{1}}, we are hosting a {{2}} on {{3}} at {{4}}. Seats are limited. Would you like to attend? Reply STOP to opt out. [Register] [Remind me later]
Submit each template to Meta for approval in your MsgClub panel. {{1}}, {{2}} are variables.
Which industries use WhatsApp for lead generation?
What are the best practices for lead generation?
- Use a different pre-filled message per ad or QR code so the source is recorded automatically
- Ask no more than 5 questions before offering a human
- Reply within 24 hours of an ad click so Meta's free entry point window applies (currently up to 7 days for Click-to-WhatsApp ads, 72 hours for a Facebook Page button)
- Send unqualified leads a useful resource rather than ignoring them
- Cost per qualified lead by ad and entry point
- Bot completion rate from first message to last question
- Time from qualification to first salesperson reply
Connect results to your CRM with the WhatsApp API and webhooks. See how pricing works.
Questions about WhatsApp lead generation
What are Click-to-WhatsApp ads?
Click-to-WhatsApp ads are Facebook and Instagram ads whose button opens a chat with your business number instead of a website. The prospect sends a pre-filled message, your bot replies, and the lead's ad source is attached to the conversation.
Are messages to Click-to-WhatsApp leads free?
Under Meta's current pricing, if you reply within 24 hours to a customer who came from a Click-to-WhatsApp ad or a Facebook page button, a free entry point window opens: currently up to 7 days for Click-to-WhatsApp ads and 72 hours for a Page button. Messages in it are not charged, templates included. After that, normal rates apply.
Can I follow up with a lead who stopped replying?
Yes, with an approved template, since the 24-hour window will have closed. Follow-ups that pitch your product are marketing templates. Keep it to one or two follow-ups, and only if the lead agreed to hear from you; repeated chasing leads to blocks.
How do WhatsApp leads reach my CRM?
Each answer the bot collects and every message is sent by webhook to any CRM that can receive one, such as Zoho, HubSpot, LeadSquared or an in-house system, directly or via Zapier. The CRM creates or updates the lead with source, answers and score.
Is WhatsApp lead generation better than a landing page form?
Often for mobile traffic, because the number is verified and the conversation continues in chat. Forms still suit desktop visitors and long enquiries. Many businesses offer both and compare cost per qualified lead from each over a few weeks.
Can I buy a list of numbers and send them WhatsApp offers?
No. WhatsApp requires that people opt in to receive messages from your business. Messaging purchased lists leads to blocks and reports, lowers your quality rating and can restrict your account, and may also breach the DPDP Act 2023.
Related guides
More WhatsApp use cases
Same job on other channels
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