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Marketing lead generation chatbot template

Get more from every campaign. This template greets visitors from your ads, emails and social posts, asks your qualifying questions in a natural conversation and sends ready-to-contact leads to your CRM.

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Curio, the BotSpice AI agent, working on a laptop in an armchair
Curio · Brightpath Studio
Web chat · example conversation

Hi, I'm Curio. Thanks for checking out our offer. What are you hoping to achieve?

More leads for our new product launch.

Got it. What's your monthly marketing budget, roughly? Then I'll book a call with our team.

Discovery call booked
Thu 14:00 · lead synced to CRM

About this template

Conversations instead of forms

Static forms ask for everything up front, and many visitors leave. The marketing lead generation chatbot template starts a conversation instead, answering questions about your offer while it gathers the details your sales team needs.

Leads are tagged with their source campaign and answers, so you can see which campaigns bring in the best prospects.

What it does

Use this template to

  • Engage visitors from ads, emails and social posts
  • Qualify leads with your own questions
  • Answer questions about your offer
  • Book calls and demos
  • Tag leads with their campaign source
  • Send qualified leads to your CRM

How it works

How the flow works

  1. Click

    A visitor clicks your ad or campaign link and the chat opens.

  2. Qualify

    The bot asks about needs, budget and timing.

  3. Convert

    It books a call or demo while interest is high.

  4. Sync

    The lead, its answers and its campaign source go to your CRM.

Keep exploring

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Frequently asked questions

Can it run from Meta and Google ads?

Yes. Ads can open the conversation on WhatsApp or your website, and the lead keeps its campaign details.

Which CRMs does it work with?

BotSpice connects to CRMs such as Salesforce, Zoho CRM and LeadSquared, among 50+ integrations.

Can I change the questions and replies?

Yes. Every template is a starting point. The BotSpice team adapts the questions, replies and hand-off rules to your business before it goes live.

Which channels can a template run on?

BotSpice agents work on WhatsApp, voice, web chat, SMS and email. Each template lists the channels it suits best.

I can't find a template for my use case. Can you build one?

Yes. Tell us what you need, and our team will build a workflow for your business.

Put this template to work

See how the marketing lead generation chatbot template would run for your business, on your channels and with your CRM.

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