Capture sales leads with a pre-built WhatsApp Flow template

The lead capture template is a single-screen form that collects the information your sales team needs to qualify and follow up with a new prospect — all inside WhatsApp. Users fill in their name, business name, email, and optionally a phone number. They then select what they are interested in and a budget range, and can add any extra context in a free-text field. When they tap Submit, your bot receives the full payload.

Who should use this template

This template suits businesses that want to capture inbound sales enquiries directly from WhatsApp conversations: B2B companies, agencies, SaaS products, consultancies, or any business that qualifies leads before a sales conversation.

Screen breakdown

The flow has one screen.

Screen 1: Lead form (`LEAD_FORM`)

The screen title is Tell Us About You and the heading reads “Let’s Get Started.”

Field	Type	Required	Options / Input type
Your Name	TextInput	Yes	Text
Business Name	TextInput	Yes	Text
Email Address	TextInput	Yes	Email
Phone Number	TextInput	No	Phone
What are you interested in?	Dropdown	Yes	Product Demo, Pricing Information, Partnership, Technical Support, Other
Budget Range	Dropdown	No	Under R5,000 · R5,000–R20,000 · R20,000–R50,000 · R50,000+ · Not sure yet
Tell us more	TextArea	No	Free text

Tapping Submit completes the flow.

Components used

TextHeading, TextBody, TextInput, Dropdown, TextArea, Footer

Submitted payload

When the user completes the flow, your bot receives:

Key	Value
`contact_name`	User’s name
`business_name`	Business name
`email`	Email address
`phone`	Phone number (optional)
`interest`	Selected interest ID (e.g. `product_demo`)
`budget`	Selected budget range ID (e.g. `5k_20k`)
`details`	Free-text details (optional)

How to generate this flow

Open the AI agent in your Paige project and send a prompt like:

"Use the lead capture template"
"Create a lead generation form"
"Generate a flow based on the lead capture template"

The agent creates and syncs the flow to Meta. You can then ask it to update the interest options, budget ranges, or field labels to match your business.

To localise the budget ranges, ask the agent: “Update the budget dropdown to use USD amounts: Under

1,000 /

1,000–

5,000 /

5,000–

20,000 /

20,000+.”

Flow JSON

Below is the complete flow definition from this template.

{
  "version": "6.0",
  "screens": [
    {
      "id": "LEAD_FORM",
      "title": "Tell Us About You",
      "layout": {
        "type": "SingleColumnLayout",
        "children": [
          { "type": "TextHeading", "text": "Let's Get Started" },
          {
            "type": "TextBody",
            "text": "Tell us about your business and we'll show you how we can help."
          },
          {
            "type": "TextInput",
            "name": "contact_name",
            "label": "Your Name",
            "required": true,
            "input-type": "text"
          },
          {
            "type": "TextInput",
            "name": "business_name",
            "label": "Business Name",
            "required": true,
            "input-type": "text"
          },
          {
            "type": "TextInput",
            "name": "email",
            "label": "Email Address",
            "required": true,
            "input-type": "email"
          },
          {
            "type": "TextInput",
            "name": "phone",
            "label": "Phone Number",
            "required": false,
            "input-type": "phone"
          },
          {
            "type": "Dropdown",
            "name": "interest",
            "label": "What are you interested in?",
            "required": true,
            "data-source": [
              { "id": "product_demo", "title": "Product Demo" },
              { "id": "pricing", "title": "Pricing Information" },
              { "id": "partnership", "title": "Partnership" },
              { "id": "support", "title": "Technical Support" },
              { "id": "other", "title": "Other" }
            ]
          },
          {
            "type": "Dropdown",
            "name": "budget",
            "label": "Budget Range",
            "required": false,
            "data-source": [
              { "id": "under_5k", "title": "Under R5,000" },
              { "id": "5k_20k", "title": "R5,000 - R20,000" },
              { "id": "20k_50k", "title": "R20,000 - R50,000" },
              { "id": "50k_plus", "title": "R50,000+" },
              { "id": "not_sure", "title": "Not sure yet" }
            ]
          },
          {
            "type": "TextArea",
            "name": "details",
            "label": "Tell us more",
            "required": false
          },
          {
            "type": "Footer",
            "label": "Submit",
            "on-click-action": {
              "name": "complete",
              "payload": {
                "contact_name": "${form.contact_name}",
                "business_name": "${form.business_name}",
                "email": "${form.email}",
                "phone": "${form.phone}",
                "interest": "${form.interest}",
                "budget": "${form.budget}",
                "details": "${form.details}"
              }
            }
          }
        ]
      },
      "terminal": true,
      "success": true,
      "data": {}
    }
  ]
}

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Capture sales leads with a pre-built WhatsApp Flow template

Who should use this template

Screen breakdown

Screen 1: Lead form (`LEAD_FORM`)

Components used

Submitted payload

How to generate this flow

Flow JSON

​Who should use this template

​Screen breakdown

​Screen 1: Lead form (LEAD_FORM)

​Components used

​Submitted payload

​How to generate this flow

​Flow JSON

Who should use this template

Screen breakdown

Screen 1: Lead form (`LEAD_FORM`)

Components used

Submitted payload

How to generate this flow

Flow JSON