Workflow templates / Sales & leads
Capture car buyers and book test drives
Car messages become qualified leads with budget, body style, name, city and a test drive request.
Works with: Any channel
How it works
- The customer picks a budget and a body style
- They give their name and city
- They choose whether to book a test drive
- A qualified lead is saved and test drives go to sales
Steps in the workflow: Trigger, Reply buttons, Set variable, Set variable, Set variable, Send message, Reply buttons, End, Set variable, Set variable, Set variable, Send message.
Who it is for
Car dealers and automotive brands.
Good to know
- Can I change the budgets?
- Yes. Edit the button labels and the matching variable values.
- Where do leads go?
- To Captures, tagged car-lead and marked qualified.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.