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Lead Pattern

WhatsApp Flows

Forms that open inside WhatsApp.

Customers rarely fill in a form after they leave the chat. With WhatsApp Flows they tap a button, a native form slides up, and the answers come straight back into Lead Pattern.

Unlimited interactive forms on Growth — sign-up, booking, surveys

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Your business

WhatsApp Flow · Get a quote

⚡ Lead Pattern bot

Tell us what you need and we'll send a quote.
Open form

Form submitted · Product: Pump 2HP · Qty 50 · Budget ₹2–3 lakh

Contact updated · routed to Sales

What you can build

Lead capture

Name, email, budget and interest in one tap-friendly screen.

Appointment booking

Date pickers, time slots and confirmations.

Surveys & feedback

Ratings, chips, dropdowns and free text.

Support intake

Collect order numbers, photos and documents before an agent joins.

Highlights

Built for non-developers

01Highlights

Visual builder with a live phone preview

Drag in text, inputs, dropdowns, radio buttons, checkboxes, chips, date and calendar pickers, image carousels, photo and document pickers, opt-ins and more — and watch the phone preview update live.

  • Starter templates: Collect purchase interest, Get feedback, Send a survey, Customer support
  • Validate, then publish — Lead Pattern publishes it to Meta for you
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Book a visit

WhatsApp Flow

⚡ Automated

Pick a date and time that suits you.
Choose date
Choose time slot

Booked: Thu 14 Nov · 11:00

02Highlights

Contact Attribute Sync

Map each form field to a contact's first name, last name or any custom attribute — every submission updates the contact automatically.

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Field mapping

Lead capture flow

Name → First Name

Budget → custom attribute: budget

Interest → custom attribute: interest

03Highlights

Submissions & reports

See every response and its sync status, and export date-ranged reports in the background.

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Submissions

Get feedback · this week

Rating 5 · synced

Rating 4 · synced

Export report · 1–7 Nov

04Highlights

Send anywhere

Send a flow from the chat composer, from a template's Flow button, or automatically with the Send WhatsApp Flow bot action.

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Bot Builder

New enquiry

Trigger: new message contains "quote"

Action: Send WhatsApp Flow → Get a quote

How it works

From idea to live form in four steps

1

Create a flow

Flows → New Flow: give it a name, pick a category (Lead Generation, Appointment Booking, Survey / Feedback…) and a starter template.

2

Map fields to contacts

Connect each field to First Name, Last Name or a custom attribute — unmapped fields are still stored with the submission.

3

Design and publish

Add components in the Visual Builder, click Validate, then Publish Flow — Lead Pattern publishes it to Meta for you.

4

Send and review

Send it from a chat, a template button or a bot, and see every response under View Submissions.

Use cases

Where Flows pay off

Qualify leads in the chat

Ask budget, timeline and product interest before routing the conversation to the right sales rep.

Book appointments

Let customers pick a date and time slot without a phone call or an external booking page.

Collect post-purchase feedback

Send a quick rating survey after delivery and sync the score to a custom attribute for follow-ups.

Link to a web form

Where answers get lost

  • The customer leaves WhatsApp and a browser opens
  • Slow pages and long forms on mobile — many never finish
  • Answers land in another tool, not on the chat
  • Your team has to match the form to the conversation

WhatsApp Flow

The form opens inside the chat

  • •Tap a button — a native form slides up in WhatsApp
  • •A few fields per screen; long forms split into steps
  • •Answers come back as one clean submission
  • •Mapped fields update the customer automatically and the bot continues

What happens after someone submits

The bot's Send WhatsApp Flow step has two exits: On Sent runs right after the form goes out, and On Submission carries on when the customer submits. Connect your next steps there — for example:

  • Confirm — “Thanks Priya, your visit is booked for Thursday at 11.”
  • Tag — mark them *Hot lead* or *Booking* depending on their answers.
  • Save — store budget, city or rating as custom fields for segments.
  • Hand over — assign the chat to the right salesperson.

Tips for forms people finish

  • Split long forms into screens — contact details on one, needs on the next.
  • Put the easy questions first — once people start, they're likely to finish.
  • Use pickers, not typing — dropdowns, chips and date pickers are faster on a phone.
  • Make the last screen obviously the last.

Every submission is kept with its sync status — open View Submissions → View Details to read one customer's answers, or Export Submissions for a date range. Flows guide →

Release notes

Read the full WhatsApp Flows release on What's New.

What's New

Frequently asked questions

What is a WhatsApp Flow?+

A multi-screen form that opens right inside WhatsApp. The customer taps a button, fills in the form without leaving the chat, and the answers come straight back into Lead Pattern.

Which plan includes WhatsApp Flows?+

Growth includes unlimited WhatsApp Flows (interactive forms for sign-up, booking and surveys).

Do I need a developer?+

No. Use the visual builder with a live phone preview and starter templates. Most forms work without an endpoint (static).

Where do the answers go?+

Every submission is saved with its sync status, and mapped fields update the contact's name or custom attributes automatically. You can export date-ranged reports.

Can a form have several screens?+

Yes. Split a longer form into steps — the customer moves through one screen at a time, and the answers still come back as a single submission.

Can a bot react when someone submits?+

Yes. The Send WhatsApp Flow bot step continues “On Submission”, so you can confirm, tag, save answers as custom fields or assign the chat automatically.

Can I download the answers?+

Yes. Export Submissions downloads every response for the date range you choose.

Can I change a flow after publishing?+

Published flows are locked to keep live customers safe. Use Duplicate to create an editable draft for your next version.

Capture leads and bookings without leaving WhatsApp.

14-day free trial · No credit card · Free WhatsApp API setup

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