Template

Use chatbot parameters for leads

Have the chatbot ask a customer's name, budget or course, save each answer to their record, and turn the conversation into a CRM lead — then reuse those answers as {{1}}, {{2}} in later messages.

1. 1

   Create the fields you want to collect

   Chatbot Flow Builder → Custom Fields → add a field for each thing you'll ask (e.g. Budget, Course, Preferred city). Name, phone and email already exist.

2. 2

   Ask the question in a workflow

   Open your workflow and add an Ask a question step. Write the question, choose the answer type (text, number, email, date, options) and under Save answer to, pick the field. The bot checks the answer and asks again if it doesn't fit.

3. 3

   Create the lead

   Add a Create lead step after the questions. Map Name to {{customer.name}}, Phone to {{customer.phone}}, and the rest to the answers you saved. If the customer is already a lead, it's updated instead of duplicated.

4. 4

   Use the answers in replies

   Any later Send text step can use the saved answers: {{input.<question key>}} for an answer in this flow, {{custom.<field key>}} for a saved custom field. “Thanks {{customer.name}}, here are 2BHK options under your {{custom.budget}} budget.”

5. 5

   Use them in broadcasts too

   When you send a template campaign, each {{1}}, {{2}} can be filled from a custom field — so a campaign can quote every customer's own course or city.