Lead Capture
Capture visitor information, qualify leads, and automatically sync them to your CRM.
How Lead Capture Works
Lead capture happens naturally during conversations. Configure when and how to collect visitor information based on your sales process.
Engage
Bot greets visitor and starts conversation
Qualify
Ask qualifying questions (budget, timeline, etc.)
Capture
Collect contact info at the right moment
Lead Fields
Choose which information to collect from visitors:
Primary contact email (usually required)
Email format validation
Name
Full name or first/last name separately
Minimum 2 characters
Phone
Phone number with optional country code
Phone format validation
Company
Company or organization name
Optional or required
Custom Fields
Create any custom field (job title, industry, etc.)
Text, number, dropdown, or date
When to Capture Leads
Before Conversation
Require email to start chatting (gate access)
Best for: High-value content or premium support
During Conversation
Ask for info when visitor shows buying intent
Best for: Most natural, highest conversion
Before Handoff
Collect info before transferring to human agent
Best for: Ensures you never lose a lead
After Value Delivery
Ask for email after providing helpful answer
Best for: Reciprocity increases conversions
Exit Intent
Prompt for email when visitor tries to leave
Best for: Last chance to capture
Lead Scoring
Automatically score leads based on their responses and behavior:
| Criteria | Score Impact |
|---|---|
| Company size > 50 employees | +20 points |
| Budget > $10,000 | +30 points |
| Timeline < 1 month | +25 points |
| Viewed pricing page | +15 points |
| Free email domain (gmail, yahoo) | -10 points |
Cold (0-30)
Nurture via email
Warm (31-70)
SDR follow-up
Hot (71-100)
Immediate sales call
CRM Integration
Captured leads are automatically synced to your CRM:
HubSpot
- Create contacts
- Add to lists
- Trigger workflows
Salesforce
- Create leads
- Update accounts
- Log activities
Pipedrive
- Create deals
- Add contacts
- Update stages
Zapier
- 5000+ apps
- Custom workflows
- Multi-step zaps
See Integrations for detailed setup guides.
GDPR & Compliance
Important Compliance Features
- Consent checkbox: Optional checkbox for GDPR consent before collecting data
- Privacy policy link: Add link to your privacy policy in capture forms
- Data retention: Configure automatic data deletion schedules
- Export & delete: Fulfill data subject requests easily
Best Practices
Ask for email first, additional info later — reduces friction
Explain why you need the info ("so we can send you the quote")
Use progressive profiling — don't ask everything at once
Offer value before asking for contact details
Make phone number optional unless truly necessary
Test different capture timing to find what converts best