# How to Build a Lead Qualification Automation in ZazzyAgent

A good lead-generation chatbot should do more than collect a phone number.

It should help you understand whether the person is a relevant lead and give your sales team useful information before they take over.

You can build this using:

*   Flow Builder
    
*   User Input
    
*   Custom Fields
    
*   Conditions
    
*   Labels
    
*   Sequences
    
*   Human assignment
    

## What this automation will do

Our example will collect:

*   Name
    
*   Product interest
    
*   Budget
    

Then it will:

1.  Save the information.
    
2.  Determine the lead category.
    
3.  Apply an appropriate label.
    
4.  Start a follow-up sequence.
    
5.  Route high-value leads to the sales team.
    

## Step 1: Start the conversation

The customer sends:

> Hi

Your automation replies:

> Hi! I'd be happy to help. Let me ask a few quick questions so we can recommend the right option.

## Step 2: Ask for the name

Use User Input.

Ask:

> What's your name?

Save the response to:

**Name**

## Step 3: Ask what they're interested in

Ask:

> What are you interested in?

Save the answer to:

**Product Interest**

## Step 4: Ask for budget

Ask:

> What's your approximate budget?

Save the response to:

**Budget**

If the customer types:

> 50000

you now have:

**Budget = 50000**

## Step 5: Check the budget

Add a condition.

Example:

**Budget >= 50000**

The Flow Builder condition system can use custom-field values and numerical comparisons.

### High-value path

If true:

Add:

**High Intent**

### Standard path

If false:

Add:

**New Lead**

## Step 6: Thank the customer

High-value lead:

> Thanks, Rahul. Based on what you've shared, I'll connect you with our team for the next step.

Standard lead:

> Thanks, Rahul. I've saved your requirements and we'll help you with the best options.

## Step 7: Start follow-up automation

A high-value lead can enter a sales follow-up sequence.

For example:

**High Intent**

↓

**Sales Follow-up**

A standard lead could receive a different sequence.

## Step 8: Assign high-value leads to sales

When the lead meets your qualification criteria, assign the conversation to the appropriate human sales team.

The human agent now has the information already collected.

Instead of asking:

> What's your name?

they can see:

**Name:** Rahul

**Interest:** Enterprise Plan

**Budget:** ₹50,000

## Step 9: Avoid asking customers for information you already have

This is one of the biggest advantages of storing data.

If the customer says:

> I'm Rahul and I'm looking for the enterprise plan.

Don't ask:

> What's your name?

again.

Your automation should reuse available information.

## A simple lead scoring structure

You can create different rules.

### High-value lead

Budget ≥ ₹50,000

AND

Product Interest = Enterprise

↓

**High Intent**

### Medium-value lead

Budget between ₹20,000 and ₹49,999

↓

**Qualified Lead**

### Lower-value lead

Budget below ₹20,000

↓

**Standard Lead**

The exact thresholds should reflect your business.

## Add an AI Agent later

Once the structured workflow works, you can add AI.

The AI can understand messages such as:

> I'm looking for something around 50k and need it for my company.

It can then help extract the relevant information and continue the workflow.

## Add an API later

If your business has an external CRM, you could also send the collected information through an HTTP API.

For example:

**Lead completed**

↓

**API**

↓

CRM creates lead

↓

Sales representative receives the lead

This turns the chatbot into an actual lead-capture system rather than just a conversation interface.

## The complete workflow

```text
Customer
   ↓
Welcome
   ↓
Ask Name
   ↓
Save Name
   ↓
Ask Product Interest
   ↓
Save Product Interest
   ↓
Ask Budget
   ↓
Save Budget
   ↓
Condition
   ↓
High Intent ──→ Sales Team
   │
   └──────────→ Sales Follow-up
```

## Why this workflow works

The customer only needs to answer a few simple questions.

Behind the scenes, ZazzyAgent turns those responses into structured information your business can use.

You can later expand the same workflow with:

*   Location
    
*   Company size
    
*   Timeline
    
*   Product category
    
*   AI qualification
    
*   CRM integration
    
*   Human assignment
    
*   Follow-up sequences
    

Start simple.

Then add complexity only when you know why the extra step is needed.

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