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How Lead Capture Works

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The Process

  1. Visitor Interaction

    • Visitors engage with your chatbot
    • Chatbot initiates a conversation based on predefined workflows

  2. Data Collection

    • System captures responses in real-time
    • Data is validated as it’s collected
    • Progress is saved at each step

  3. Lead Creation

    • A new lead is created upon form completion
    • All collected data is attached to the lead
    • Lead is automatically tagged based on responses

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Data You Can Collect

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Standard Fields

  • Contact Information
    • Full name
    • Email address
    • Phone number
    • Company name
    • Job title

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Custom Fields

  • Qualification Data
    • Budget range
    • Timeline
    • Specific requirements
    • Product interest
    • Lead source

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Behavioral Data

  • Pages visited
  • Time spent on site
  • Previous interactions
  • Campaign source

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Why Conversational Capture Works Better

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Higher Completion Rates

  • Natural Flow: Feels like a conversation, not an interrogation
  • Progressive Disclosure: Only ask relevant questions based on previous answers
  • Guidance: Chatbot can explain why information is needed

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Better Quality Data

  • Real-time Validation: Immediate feedback on input
  • Context-Aware: Can ask follow-up questions based on responses
  • Reduced Typos: Structured input for critical fields

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Improved User Experience

  • Mobile-Friendly: Works well on all devices
  • Saves Progress: Can continue later if interrupted
  • 24/7 Availability: Captures leads outside business hours

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Best Practices

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Workflow Design

  1. Start Simple

    • Begin with essential fields only
    • Test with real users
    • Iterate based on feedback

  2. Progressive Profiling

    • Don’t ask for all information at once
    • Collect more data through follow-up conversations
    • Use conditional logic to skip irrelevant questions

  3. Incentivize Sharing

    • Explain the value of providing information
    • Offer something in return (e.g., free guide, discount)
    • Be transparent about how data will be used

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Integration with Lead Management

  • Automatic Tagging: Tag leads based on responses
  • Lead Scoring: Assign scores based on engagement
  • CRM Sync: Push data to your CRM in real-time
  • Follow-up Automation: Trigger email/SMS sequences

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Common Use Cases

  • Lead Generation Forms
  • Appointment Scheduling
  • Product Quizzes
  • Customer Support
  • Event Registration
Import LeadsTags and Segments