How to Build a Sales Qualification Bot on WhatsApp Using FlexiFunnels Data
A step-by-step guide for Indian business owners to automate lead screening and scoring using WhatsApp and FlexiFunnels data.
If you are running ads to a FlexiFunnels landing page, you probably face a common problem: too many inquiries and not enough time. While getting 100 leads a day sounds great, the reality is that 70 of them might be "time-wasters" who don't have the budget or the right requirement.
If your sales team spends all day calling every single person, they will get exhausted. They might even miss a "Gold" lead because they were stuck on a 20-minute call with someone who wasn't a fit.
To grow your business in 2026, you need an automated screening process. This guide shows you how to build a sales qualification bot on WhatsApp that uses your FlexiFunnels data to filter your leads automatically.
1. What is a Sales Qualification Bot?
A qualification bot is like a digital security guard for your sales team. Instead of a human asking basic questions over and over, the bot does it on WhatsApp.
The Bot’s Job Description:
Identify: It greets the lead and confirms their interest.
Filter: It asks 2 or 3 "deal-breaker" questions (like budget or location).
Score: It decides if the lead is "Hot" or "Cold" based on the answers.
Route: It sends the "Hot" leads to your sales team and puts the "Cold" leads into a long-term nurture list.
By using
2. Using FlexiFunnels Data to Start the Conversation
The bot shouldn't start from zero. It should use the information the customer already provided on your FlexiFunnels page.
The Workflow:
The Entry: A customer fills out your form.
The Handover: The form data is sent to your
.WhatsApp automation setup The Context: The bot starts the chat by mentioning what they inquired about: "Hi {{Name}}, I saw you were looking for our [Product]. To help you better, I have 2 quick questions..."
When you
3. Designing the "Qualification Questions"
The secret to a good bot is keeping the conversation short and easy. Use buttons so the user doesn't have to type.
Examples of Automated Screening Questions:
The Budget Question: "What is your expected investment for this project?"
[ Under ₹1 Lakh ]/[ ₹1 - ₹5 Lakhs ]/[ ₹5 Lakhs+ ]The Timing Question: "When are you planning to start?"
[ Immediately ]/[ Within 30 Days ]/[ Just Researching ]The Requirement Question: "Are you an individual or a business?"
[ Individual ]/[ Business ]
By collecting this data, you are making data-driven decisions on which leads deserve a phone call first.
4. Setting Up "Lead Scoring" Logic
Once the lead clicks a button, the system should "score" them.
High Score (VIP): Someone who wants to start "Immediately" and has a "High Budget." These leads should trigger an instant alert to your best salesperson.
Medium Score: Someone who is "Just Researching." These people should receive an automated
with your brochure and testimonials.WhatsApp sequence Low Score: Someone who doesn't fit your criteria. The bot can politely say, "Thank you! We might not be the right fit for your current budget, but you can follow us on Instagram for updates."
Using
5. Moving Qualified Leads to Your Sales Team
After the bot confirms a lead is "Hot," the handover must be seamless. The bot can ask: "Would you like to speak with our expert right now?"
If the user clicks "YES," the system can:
Send a WhatsApp notification to your sales rep with all the bot's data.
Provide a "Click-to-Call" link so the rep can dial the lead in one tap.
Update your master Google Sheet status to "Qualified & Assigned."
This level of lead management ensures that your high-intent customers are never left waiting.
Comparison: Human Filtering vs. Bot Qualification
| Feature | Human Filtering | WhatsApp Qualification Bot |
| Availability | 9 AM - 6 PM | 24/7 (Even at 2 AM) |
| Speed | 10 - 20 minutes per lead | Instant (30 seconds) |
| Consistency | Can be moody or forgetful | Follows rules 100% |
| Cost | High (Salary/Training) | Low (One-time Setup) |
| Sales Focus | Tired of junk calls | Excited to call 'Hot' leads |
6. How to Keep Your Bot Friendly and Safe
Automation is powerful, but it shouldn't feel like a cold machine.
Be Human: Use emojis and a friendly tone.
Keep it Brief: Don't ask more than 3 questions at a time.
Be Safe: Use official tools like
to ensure you are following all compliance rules and protecting your phone number from bans.whatsboost
When you follow these best practices, your customers will actually enjoy interacting with your bot because it saves their time too.
7. Conclusion: Scale Your Business, Not Your Workload
You shouldn't have to work harder to handle more leads. By building a sales qualification bot, you are using technology to do the "heavy lifting" of screening and filtering. This allows you to focus on what you do best: closing deals.
In 2026, the businesses that scale the fastest are the ones that use automation to handle the "noise" so they can focus on the "signal."
Is your sales team wasting time on unqualified leads?
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FAQs (Frequently Asked Questions)
1. How do I link FlexiFunnels to the WhatsApp bot?
You can use a Webhook to send your form data to a Google Sheet. From there, the
2. What if the user doesn't reply to the bot?
You can set a "Nudge" to go out 1 hour later: "Hi {{Name}}, I'm still waiting for your answer so I can put you in touch with the right expert. Are you still there?"
3. Can I use this for B2B and B2C?
Yes. For B2B, the bot can ask about "Company Size" or "Industry." For B2C, it can ask about "Personal Needs" or "Preferences."
4. Does the bot work in multiple languages?
Yes. You can design your bot to ask, "Which language do you prefer?" and then continue the qualification in Hindi, English, or any regional language.