Build Your Chatbot Lead Qualification Workflow
Build a sequence in Wonderchat that triggers on user interest, collects lead data, and syncs qualified contacts to HubSpot automatically. No manual entry, no missed leads.
Trusted by businesses worldwide
Easy 5 minute set-up
How Wonderchat Works
Chatbot Workflow Trigger Setup
Define exactly when your workflow activates
In the Wonderchat workflow builder, set a natural language trigger condition such as "when user shows interest in services." Add example questions to train the AI on what that intent looks like. The workflow fires automatically whenever a visitor matches that condition, with no manual intervention needed.
Natural language trigger conditions
Intent-based activation
Add qualifying example questions
Lead Data Collection Actions
Collect email, name, phone and more
Click "Add action" to build your qualification sequence step by step. Choose from preset actions like Collect Email, Collect Name, and Collect Phone Number. For data points not covered by defaults, create a Custom Field to capture exactly what your sales process requires.
Preset lead capture actions
Custom fields for any data
Structured step-by-step sequence
Qualifying Questions in Workflow
Ask fixed qualifying questions inside the conversation
Use the "Request User Response" action to ask a specific qualifying question, such as "Which service are you looking for?" The question is fixed and consistent across every conversation, ensuring uniform qualification criteria without relying on the AI to improvise.
Fixed qualifying questions
Consistent across all conversations
Maps to your qualification criteria
5-minute set up with our native integration
Set Up Your Live Chat Alternative in Minutes
1
Create your AI chatbot – Pick the perfect AI model fit for your support needs.
2
Train AI with Docs, FAQs & Policies – Upload knowledge base files and site links.
3
Customise Workflows & Escalation Rules – AI handles what it can, and escalates what it can’t.
4
Monitor & Optimise with Analytics – See where customers get stuck and fine-tune responses.
Workflow Step Ordering
Drag and reorder steps to control conversation flow
Once actions are added, reorder them by dragging to control the exact sequence of your qualification conversation. Put your highest-priority data collection first, then funnel into more specific qualifying questions, giving you full control over the lead experience.
Drag to reorder steps
Full conversation flow control
Prioritize key data fields
HubSpot CRM Sync Integration
Push qualified leads into HubSpot automatically
Add the "Get Contact" action at the end of your workflow to automatically push all collected lead data into HubSpot the moment a visitor completes the qualification sequence. Requires the HubSpot integration to be connected first. No manual data entry, no delays.
Automatic HubSpot contact creation
Zero manual data entry
Requires HubSpot integration setup
