Sales & Marketing Flow Examples

CPaaS Lead Generation

CPaaS Lead Generation Flow

Business Value: Capture qualified leads with structured data, showcase product features, enable multi-select interest tracking, and route leads to sales teams based on company size and use case.

Scenario: A potential customer is interested in a CPaaS (Communications Platform as a Service) solution. Instead of filling out a generic contact form, they complete a WhatsApp Flow that presents product features, collects company details, captures specific use case interests, and schedules a personalized demo. The system qualifies leads and routes to appropriate sales representatives.

Tools Used: Flow Configuration API + Messaging API + CRM integration + Demo scheduling system

Step 1: Create the Flow

Click to view **Flow JSON Definition**

This Flow showcases product features, collects company information, and schedules demos across 4 screens.

Endpoint: POST https://chatapps.8x8.com/config/v1/channels/whatsapp/{channelId}/flows

{
"name":"CPaaS Lead Generation & Demo Booking",
"categories":["OTHER"],
"flowJson":"{\"version\":\"7.2\",\"routing_model\":{\"PRODUCT_SHOWCASE\":[\"COMPANY_INFO\"],\"COMPANY_INFO\":[\"USE_CASES\"],\"USE_CASES\":[\"SCHEDULE_DEMO\"],\"SCHEDULE_DEMO\":[]},\"screens\":[{\"id\":\"PRODUCT_SHOWCASE\",\"title\":\"8x8 Connect CPaaS\",\"layout\":{\"type\":\"SingleColumnLayout\",\"children\":[{\"type\":\"TextHeading\",\"text\":\"Build powerful communication experiences\"},{\"type\":\"TextBody\",\"text\":\"8x8 Connect provides enterprise-grade APIs for SMS, WhatsApp, voice, and more. Trusted by thousands of businesses worldwide.\"},{\"type\":\"Form\",\"name\":\"product_form\",\"children\":[{\"type\":\"CheckboxGroup\",\"name\":\"interested_channels\",\"label\":\"Which channels interest you?\",\"required\":true,\"data-source\":[{\"id\":\"whatsapp\",\"title\":\"WhatsApp Business\",\"description\":\"Rich messaging with 2B+ users\"},{\"id\":\"sms\",\"title\":\"SMS\",\"description\":\"Global reach, 98% open rate\"},{\"id\":\"voice\",\"title\":\"Voice & SIP\",\"description\":\"Programmable voice calls\"},{\"id\":\"verify\",\"title\":\"Verification\",\"description\":\"OTP & 2FA authentication\"}]},{\"type\":\"RadioButtonsGroup\",\"name\":\"implementation_timeline\",\"label\":\"When do you plan to implement?\",\"required\":true,\"data-source\":[{\"id\":\"immediate\",\"title\":\"Immediately (0-30 days)\"},{\"id\":\"short_term\",\"title\":\"1-3 months\"},{\"id\":\"long_term\",\"title\":\"3-6 months\"},{\"id\":\"exploring\",\"title\":\"Just exploring\"}]},{\"type\":\"Footer\",\"label\":\"Continue\",\"on-click-action\":{\"name\":\"navigate\",\"next\":{\"type\":\"screen\",\"name\":\"COMPANY_INFO\"},\"payload\":{\"interested_channels\":\"${form.interested_channels}\",\"implementation_timeline\":\"${form.implementation_timeline}\"}}}]}]}},{\"id\":\"COMPANY_INFO\",\"title\":\"Company Details\",\"data\":{\"interested_channels\":{\"type\":\"array\",\"items\":{\"type\":\"string\"},\"__example__\":[\"whatsapp\",\"sms\"]},\"implementation_timeline\":{\"type\":\"string\",\"__example__\":\"immediate\"}},\"layout\":{\"type\":\"SingleColumnLayout\",\"children\":[{\"type\":\"TextHeading\",\"text\":\"Tell us about your company\"},{\"type\":\"Form\",\"name\":\"company_form\",\"children\":[{\"type\":\"TextInput\",\"name\":\"company_name\",\"label\":\"Company Name\",\"input-type\":\"text\",\"required\":true},{\"type\":\"TextInput\",\"name\":\"website\",\"label\":\"Company Website\",\"input-type\":\"text\",\"required\":false,\"helper-text\":\"Optional\"},{\"type\":\"Dropdown\",\"name\":\"company_size\",\"label\":\"Company Size\",\"required\":true,\"data-source\":[{\"id\":\"1-10\",\"title\":\"1-10 employees\"},{\"id\":\"11-50\",\"title\":\"11-50 employees\"},{\"id\":\"51-200\",\"title\":\"51-200 employees\"},{\"id\":\"201-500\",\"title\":\"201-500 employees\"},{\"id\":\"500+\",\"title\":\"500+ employees\"}]},{\"type\":\"Dropdown\",\"name\":\"industry\",\"label\":\"Industry\",\"required\":true,\"data-source\":[{\"id\":\"ecommerce\",\"title\":\"eCommerce/Retail\"},{\"id\":\"fintech\",\"title\":\"Financial Services/Fintech\"},{\"id\":\"healthcare\",\"title\":\"Healthcare\"},{\"id\":\"logistics\",\"title\":\"Logistics/Delivery\"},{\"id\":\"saas\",\"title\":\"SaaS/Technology\"},{\"id\":\"other\",\"title\":\"Other\"}]},{\"type\":\"TextInput\",\"name\":\"contact_name\",\"label\":\"Your Name\",\"input-type\":\"text\",\"required\":true},{\"type\":\"TextInput\",\"name\":\"job_title\",\"label\":\"Job Title\",\"input-type\":\"text\",\"required\":true},{\"type\":\"TextInput\",\"name\":\"email\",\"label\":\"Business Email\",\"input-type\":\"email\",\"required\":true},{\"type\":\"Footer\",\"label\":\"Continue\",\"on-click-action\":{\"name\":\"navigate\",\"next\":{\"type\":\"screen\",\"name\":\"USE_CASES\"},\"payload\":{\"interested_channels\":\"${data.interested_channels}\",\"implementation_timeline\":\"${data.implementation_timeline}\",\"company_name\":\"${form.company_name}\",\"website\":\"${form.website}\",\"company_size\":\"${form.company_size}\",\"industry\":\"${form.industry}\",\"contact_name\":\"${form.contact_name}\",\"job_title\":\"${form.job_title}\",\"email\":\"${form.email}\"}}}]}]}},{\"id\":\"USE_CASES\",\"title\":\"Your Use Cases\",\"data\":{\"interested_channels\":{\"type\":\"array\",\"items\":{\"type\":\"string\"},\"__example__\":[\"whatsapp\",\"sms\"]},\"implementation_timeline\":{\"type\":\"string\",\"__example__\":\"immediate\"},\"company_name\":{\"type\":\"string\",\"__example__\":\"TechCorp\"},\"website\":{\"type\":\"string\",\"__example__\":\"techcorp.com\"},\"company_size\":{\"type\":\"string\",\"__example__\":\"51-200\"},\"industry\":{\"type\":\"string\",\"__example__\":\"saas\"},\"contact_name\":{\"type\":\"string\",\"__example__\":\"Sarah Johnson\"},\"job_title\":{\"type\":\"string\",\"__example__\":\"CTO\"},\"email\":{\"type\":\"string\",\"__example__\":\"sarah@techcorp.com\"}},\"layout\":{\"type\":\"SingleColumnLayout\",\"children\":[{\"type\":\"TextHeading\",\"text\":\"What are your main use cases?\"},{\"type\":\"TextBody\",\"text\":\"Select all that apply. This helps us tailor the demo to your needs.\"},{\"type\":\"Form\",\"name\":\"usecase_form\",\"children\":[{\"type\":\"CheckboxGroup\",\"name\":\"use_cases\",\"label\":\"Primary Use Cases\",\"required\":true,\"data-source\":[{\"id\":\"marketing\",\"title\":\"Marketing & Campaigns\",\"description\":\"Promotional messaging, drip campaigns\"},{\"id\":\"transactional\",\"title\":\"Transactional Messages\",\"description\":\"Order updates, confirmations, receipts\"},{\"id\":\"support\",\"title\":\"Customer Support\",\"description\":\"Service tickets, FAQs, chatbot\"},{\"id\":\"notifications\",\"title\":\"Notifications & Alerts\",\"description\":\"Reminders, status updates, alerts\"},{\"id\":\"authentication\",\"title\":\"Authentication\",\"description\":\"OTP, 2FA, login verification\"},{\"id\":\"conversational\",\"title\":\"Conversational Commerce\",\"description\":\"In-chat shopping, bookings, payments\"}]},{\"type\":\"Dropdown\",\"name\":\"monthly_volume\",\"label\":\"Expected Monthly Message Volume\",\"required\":true,\"data-source\":[{\"id\":\"0-10k\",\"title\":\"0 - 10,000\"},{\"id\":\"10k-50k\",\"title\":\"10,000 - 50,000\"},{\"id\":\"50k-100k\",\"title\":\"50,000 - 100,000\"},{\"id\":\"100k-500k\",\"title\":\"100,000 - 500,000\"},{\"id\":\"500k+\",\"title\":\"500,000+\"}]},{\"type\":\"TextArea\",\"name\":\"additional_requirements\",\"label\":\"Additional Requirements\",\"required\":false,\"max-length\":400,\"helper-text\":\"Any specific features or integrations you need?\"},{\"type\":\"Footer\",\"label\":\"Continue\",\"on-click-action\":{\"name\":\"navigate\",\"next\":{\"type\":\"screen\",\"name\":\"SCHEDULE_DEMO\"},\"payload\":{\"interested_channels\":\"${data.interested_channels}\",\"implementation_timeline\":\"${data.implementation_timeline}\",\"company_name\":\"${data.company_name}\",\"website\":\"${data.website}\",\"company_size\":\"${data.company_size}\",\"industry\":\"${data.industry}\",\"contact_name\":\"${data.contact_name}\",\"job_title\":\"${data.job_title}\",\"email\":\"${data.email}\",\"use_cases\":\"${form.use_cases}\",\"monthly_volume\":\"${form.monthly_volume}\",\"additional_requirements\":\"${form.additional_requirements}\"}}}]}]}},{\"id\":\"SCHEDULE_DEMO\",\"title\":\"Schedule Demo\",\"terminal\":true,\"data\":{\"interested_channels\":{\"type\":\"array\",\"items\":{\"type\":\"string\"},\"__example__\":[\"whatsapp\",\"sms\"]},\"implementation_timeline\":{\"type\":\"string\",\"__example__\":\"immediate\"},\"company_name\":{\"type\":\"string\",\"__example__\":\"TechCorp\"},\"website\":{\"type\":\"string\",\"__example__\":\"techcorp.com\"},\"company_size\":{\"type\":\"string\",\"__example__\":\"51-200\"},\"industry\":{\"type\":\"string\",\"__example__\":\"saas\"},\"contact_name\":{\"type\":\"string\",\"__example__\":\"Sarah Johnson\"},\"job_title\":{\"type\":\"string\",\"__example__\":\"CTO\"},\"email\":{\"type\":\"string\",\"__example__\":\"sarah@techcorp.com\"},\"use_cases\":{\"type\":\"array\",\"items\":{\"type\":\"string\"},\"__example__\":[\"marketing\",\"transactional\",\"support\"]},\"monthly_volume\":{\"type\":\"string\",\"__example__\":\"50k-100k\"},\"additional_requirements\":{\"type\":\"string\",\"__example__\":\"Need Salesforce integration\"}},\"layout\":{\"type\":\"SingleColumnLayout\",\"children\":[{\"type\":\"TextHeading\",\"text\":\"Book Your Personalized Demo\"},{\"type\":\"TextBody\",\"text\":\"Choose a time that works for you. Our solution engineer will prepare a custom demo based on your use cases.\"},{\"type\":\"Form\",\"name\":\"demo_form\",\"children\":[{\"type\":\"DatePicker\",\"name\":\"demo_date\",\"label\":\"Preferred Date\",\"required\":true,\"min-date\":\"2026-02-10\",\"max-date\":\"2026-03-10\",\"helper-text\":\"We'll confirm availability within 1 hour\"},{\"type\":\"Dropdown\",\"name\":\"demo_time\",\"label\":\"Preferred Time (Pacific Time)\",\"required\":true,\"data-source\":[{\"id\":\"0900\",\"title\":\"9:00 AM\"},{\"id\":\"1000\",\"title\":\"10:00 AM\"},{\"id\":\"1100\",\"title\":\"11:00 AM\"},{\"id\":\"1300\",\"title\":\"1:00 PM\"},{\"id\":\"1400\",\"title\":\"2:00 PM\"},{\"id\":\"1500\",\"title\":\"3:00 PM\"},{\"id\":\"1600\",\"title\":\"4:00 PM\"}]},{\"type\":\"Dropdown\",\"name\":\"demo_duration\",\"label\":\"Preferred Duration\",\"required\":true,\"data-source\":[{\"id\":\"30\",\"title\":\"30 minutes\"},{\"id\":\"60\",\"title\":\"1 hour\"}]},{\"type\":\"CheckboxGroup\",\"name\":\"demo_topics\",\"label\":\"Focus Areas for Demo\",\"required\":false,\"data-source\":[{\"id\":\"api_overview\",\"title\":\"API Overview & Capabilities\"},{\"id\":\"integration\",\"title\":\"Integration & Technical Setup\"},{\"id\":\"pricing\",\"title\":\"Pricing & ROI\"},{\"id\":\"compliance\",\"title\":\"Compliance & Security\"}]},{\"type\":\"RadioButtonsGroup\",\"name\":\"how_heard\",\"label\":\"How did you hear about us?\",\"required\":false,\"data-source\":[{\"id\":\"search\",\"title\":\"Google Search\"},{\"id\":\"referral\",\"title\":\"Referral\"},{\"id\":\"event\",\"title\":\"Event/Conference\"},{\"id\":\"social\",\"title\":\"Social Media\"},{\"id\":\"other\",\"title\":\"Other\"}]},{\"type\":\"Footer\",\"label\":\"Book Demo\",\"on-click-action\":{\"name\":\"complete\",\"payload\":{\"interested_channels\":\"${data.interested_channels}\",\"implementation_timeline\":\"${data.implementation_timeline}\",\"company_name\":\"${data.company_name}\",\"website\":\"${data.website}\",\"company_size\":\"${data.company_size}\",\"industry\":\"${data.industry}\",\"contact_name\":\"${data.contact_name}\",\"job_title\":\"${data.job_title}\",\"email\":\"${data.email}\",\"use_cases\":\"${data.use_cases}\",\"monthly_volume\":\"${data.monthly_volume}\",\"additional_requirements\":\"${data.additional_requirements}\",\"demo_date\":\"${form.demo_date}\",\"demo_time\":\"${form.demo_time}\",\"demo_duration\":\"${form.demo_duration}\",\"demo_topics\":\"${form.demo_topics}\",\"how_heard\":\"${form.how_heard}\"}}}]}]}}]}"
}

Response:

{
"id":"cpaas_lead_gen_flow_999",
"success":true
}

Step 2: Publish the Flow

Click to view **Publish Flow Request**

Endpoint: POST https://chatapps.8x8.com/config/v1/channels/whatsapp/{channelId}/flows/cpaas_lead_gen_flow_999/publish

Response: 200 OK (no response body)

Step 3: Send the Flow (Interactive Message)

Click to view **Send Interactive Flow Message**

Endpoint: POST https://chatapps.8x8.com/api/v1/subaccounts/{subAccountId}/messages

{
"user":{
"msisdn":"+15551234567"
},
"type":"Interactive",
"content":{
"interactive":{
"type":"flow",
"header":{
"type":"text",
"text":"Explore 8x8 Connect CPaaS"
},
"body":{
"text":"Build powerful communication experiences with enterprise-grade WhatsApp, SMS, Voice, and Verification APIs. Trusted by thousands of businesses worldwide.\n\nBook a personalized demo to see how we can power your use case."
},
"action":{
"parameters":{
"flowId":"cpaas_lead_gen_flow_999",
"flowCta":"Get Started"
}
},
"footer":{
"text":"Free demo • No commitment"
}
}
}
}

Step 4: Handle the Submission

Click to view **Webhook Payload (Flow Submission)**

{
"namespace":"ChatApps",
"eventType":"inbound_message_received",
"payload":{
"umid":"lead-xyz-999",
"subAccountId":"your-subaccount-id",
"timestamp":"2026-02-10T16:00:00.000Z",
"user":{
"msisdn":"+15551234567",
"channelUserId":"15551234567"
},
"recipient":{
"channel":"whatsapp",
"channelId":"your-channel-id"
},
"type":"Interactive",
"content":{
"interactive":{
"type":"nfmReply",
"nfmReply":{
"responseJson":"{\"interested_channels\":[\"whatsapp\",\"sms\",\"verify\"],\"implementation_timeline\":\"immediate\",\"company_name\":\"RetailCo\",\"website\":\"retailco.com\",\"company_size\":\"201-500\",\"industry\":\"ecommerce\",\"contact_name\":\"Michael Chen\",\"job_title\":\"VP of Engineering\",\"email\":\"michael@retailco.com\",\"use_cases\":[\"transactional\",\"notifications\",\"authentication\"],\"monthly_volume\":\"100k-500k\",\"additional_requirements\":\"Need Shopify integration and multi-region support\",\"demo_date\":\"2026-02-14\",\"demo_time\":\"1400\",\"demo_duration\":\"60\",\"demo_topics\":[\"api_overview\",\"integration\",\"compliance\"],\"how_heard\":\"referral\",\"flow_token\":\"<TOKEN>\"}"
}
}
}
}
}

Processing the Submission:

// Parse the Flow submission
const data =JSON.parse(payload.content.interactive.nfmReply.responseJson);
// Calculate lead score based on qualification criteria
const leadScore =calculateLeadScore({
companySize: data.company_size,
monthlyVolume: data.monthly_volume,
implementationTimeline: data.implementation_timeline,
industry: data.industry,
useCaseCount: data.use_cases.length
});
// Determine lead quality tier
let leadTier ='cold';
if(leadScore >=80) leadTier ='hot';
elseif(leadScore >=60) leadTier ='warm';
// Assign to sales rep based on territory, company size, and industry
const assignedSalesRep =awaitassignLeadToSalesRep({
companySize: data.company_size,
industry: data.industry,
monthlyVolume: data.monthly_volume,
leadScore: leadScore
});
// Create lead in CRM (Salesforce, HubSpot, etc.)
const crmLead =awaitcreateCRMLead({
// Contact Info
firstName: data.contact_name.split(' ')[0],
lastName: data.contact_name.split(' ').slice(1).join(' '),
email: data.email,
phone: payload.user.msisdn,
jobTitle: data.job_title,
// Company Info
companyName: data.company_name,
website: data.website,
companySize: data.company_size,
industry: data.industry,
// Qualification Data
interestedChannels: data.interested_channels,
useCases: data.use_cases,
monthlyVolume: data.monthly_volume,
implementationTimeline: data.implementation_timeline,
additionalRequirements: data.additional_requirements,
// Demo Preferences
requestedDemoDate: data.demo_date,
requestedDemoTime: data.demo_time,
demoDuration: data.demo_duration,
demoTopics: data.demo_topics||[],
// Lead Metadata
leadSource:'whatsapp_flow',
leadTier: leadTier,
leadScore: leadScore,
howHeard: data.how_heard,
assignedTo: assignedSalesRep.id,
createdAt:newDate()
});
// Check demo slot availability
const demoAvailable =awaitcheckDemoSlotAvailability({
salesRepId: assignedSalesRep.id,
requestedDate: data.demo_date,
requestedTime: data.demo_time,
duration: data.demo_duration
});
let demoConfirmed =false;
let confirmedDateTime =null;
if(demoAvailable){
// Book the demo
const demo =awaitbookDemo({
leadId: crmLead.id,
salesRepId: assignedSalesRep.id,
date: data.demo_date,
time: data.demo_time,
duration: data.demo_duration,
topics: data.demo_topics,
customerEmail: data.email,
customerPhone: payload.user.msisdn,
companyName: data.company_name,
useCases: data.use_cases,
requirements: data.additional_requirements
});
  demoConfirmed =true;
  confirmedDateTime =`${data.demo_date} at ${formatTime(data.demo_time)} PT`;
// Send calendar invite
awaitsendCalendarInvite({
to: data.email,
subject:`8x8 Connect Demo - ${data.company_name}`,
date: data.demo_date,
time: data.demo_time,
duration: data.demo_duration,
attendees:[data.email, assignedSalesRep.email],
meetingLink: demo.videoCallLink,
description:`Personalized demo of 8x8 Connect CPaaS\n\nFocus areas:\n${data.use_cases.join(', ')}\n\nYour Solution Engineer: ${assignedSalesRep.name}`
});
}else{
// Requested time not available - sales rep will reach out
awaitnotifySalesRepForManualScheduling({
salesRepId: assignedSalesRep.id,
leadId: crmLead.id,
requestedDate: data.demo_date,
requestedTime: data.demo_time,
contactName: data.contact_name,
contactEmail: data.email,
contactPhone: payload.user.msisdn
});
}
// Send confirmation message to lead
let confirmationMsg =`Thank you, ${data.contact_name}! 🎉\n\n`;
if(demoConfirmed){
  confirmationMsg +=`Your demo is confirmed for ${confirmedDateTime}.\n\n`;
  confirmationMsg +=`📧 Calendar invite sent to ${data.email}\n`;
  confirmationMsg +=`👤 Your Solution Engineer: ${assignedSalesRep.name}\n\n`;
  confirmationMsg +=`Demo Focus:\n`;
  confirmationMsg += data.use_cases.map(uc=>`• ${formatUseCase(uc)}`).join('\n');
  confirmationMsg +=`\n\nWe'll prepare a custom demo showcasing how 8x8 Connect can power your ${data.industry} use cases with ${data.monthly_volume} monthly messages.`;
}else{
  confirmationMsg +=`We've received your demo request for ${data.demo_date}.\n\n`;
  confirmationMsg +=`${assignedSalesRep.name} from our sales team will contact you within 1 hour to confirm the best time.\n\n`;
  confirmationMsg +=`📧 ${assignedSalesRep.email}\n`;
  confirmationMsg +=`📞 ${assignedSalesRep.phone}`;
}
confirmationMsg +=`\n\nIn the meantime, explore our documentation: developer.8x8.com\n\nQuestions? Reply here anytime.`;
awaitsendMessage(payload.user.msisdn,{
type:'text',
content:{text: confirmationMsg }
});
// Send internal notification to sales rep
awaitnotifySalesRep({
salesRepId: assignedSalesRep.id,
notification:{
type:'new_hot_lead',
leadId: crmLead.id,
leadTier: leadTier,
leadScore: leadScore,
companyName: data.company_name,
contactName: data.contact_name,
interestedChannels: data.interested_channels,
implementationTimeline: data.implementation_timeline,
monthlyVolume: data.monthly_volume,
demoScheduled: demoConfirmed,
demoDateTime: confirmedDateTime,
priority: leadScore >=80?'high':'medium'
}
});
// Trigger marketing automation workflows
awaittriggerMarketingAutomation({
leadId: crmLead.id,
email: data.email,
workflows:[
{type:'welcome_series',delay:'1_hour'},
{type:'technical_resources',condition:'if_demo_scheduled'},
{type:'case_studies',filter:`industry_${data.industry}`}
]
});
// Log for sales analytics
awaitlogLeadCapture({
leadId: crmLead.id,
source:'whatsapp_flow',
leadTier: leadTier,
leadScore: leadScore,
companySize: data.company_size,
industry: data.industry,
interestedChannels: data.interested_channels,
useCases: data.use_cases,
monthlyVolume: data.monthly_volume,
implementationTimeline: data.implementation_timeline,
demoScheduled: demoConfirmed,
assignedSalesRep: assignedSalesRep.id,
createdAt:newDate()
});

Helper Functions:

functioncalculateLeadScore(criteria){
let score =0;
// Company size scoring
const sizeScores ={
'1-10':10,
'11-50':20,
'51-200':40,
'201-500':60,
'500+':80
};
  score += sizeScores[criteria.companySize]||0;
// Volume scoring
const volumeScores ={
'0-10k':5,
'10k-50k':15,
'50k-100k':25,
'100k-500k':40,
'500k+':50
};
  score += volumeScores[criteria.monthlyVolume]||0;
// Timeline urgency
const timelineScores ={
'immediate':30,
'short_term':20,
'long_term':10,
'exploring':5
};
  score += timelineScores[criteria.implementationTimeline]||0;
// Multiple use cases indicate serious interest
  score +=Math.min(criteria.useCaseCount*5,20);
returnMath.min(score,100);
}
functionformatUseCase(useCaseId){
const labels ={
'marketing':'Marketing & Campaigns',
'transactional':'Transactional Messages',
'support':'Customer Support',
'notifications':'Notifications & Alerts',
'authentication':'Authentication',
'conversational':'Conversational Commerce'
};
return labels[useCaseId]|| useCaseId;
}
functionformatTime(timeSlot){
const hour =parseInt(timeSlot.substring(0,2));
const ampm = hour >=12?'PM':'AM';
const displayHour = hour >12? hour -12: hour;
return`${displayHour}:00 ${ampm}`;
}

Best Practices:

  • Lead Scoring: Automatically qualify leads based on company size, volume, and timeline
  • Smart Routing: Assign leads to sales reps by territory, industry expertise, or account size
  • Product Showcase: Use CheckboxGroup to let prospects select multiple areas of interest
  • Qualification Data: Collect company size, industry, and use cases to personalize demos
  • Demo Automation: Integrate with calendaring systems (Calendly, HubSpot Meetings) for instant booking
  • Multi-Channel Follow-up: Send confirmation via WhatsApp + email calendar invite
  • CRM Integration: Sync all lead data to Salesforce, HubSpot, or Pipedrive in real-time
  • Marketing Automation: Trigger nurture campaigns based on lead tier and interests
  • Analytics: Track conversion rates by channel interest, industry, and lead source
  • Speed to Lead: Notify sales reps immediately for hot leads (score >= 80)

Related Resources

Source: https://developer.8x8.com/connect/docs/whatsapp/whatsapp-flows-examples-sales · 8x8 CPaaS Developer Docs. Synced for support deflection.

Was this article helpful?
or
0 out of 0 found this helpful
Avatar
Stephen - 8x8 Technical Support Level 2

0 Comments

Please sign in to leave a comment.

Didn't find what you were looking for?

Submit a request