Lead Capture Tool – CRM Documentation

• Website visitors leave without filling out long forms

• Leads are captured but never reach the CRM

• Sales teams receive incomplete or unqualified leads

• Manual data entry causes delays and errors

• No context is available when following up with leads

The Lead Capture tool removes these issues by collecting and syncing lead data automatically.

• Engages visitors through a chat-based interface

• Asks structured questions in a conversational flow

• Captures lead information in real time

• Sends collected data directly to your CRM

• Works without any coding or technical setup

The Lead Capture tool can collect the following information:

• Name

• Email address

• Phone number

• Company name

• Role or designation

• Custom questions defined by the business

All fields are configurable based on your requirements.

Click on the newly created Lead Capture agent to open its configuration page.

In the agent editor:

• Add or remove questions

• Choose what information you want to collect

• Reorder questions based on your sales flow

• Mark fields as required or optional

This controls how leads are captured.

After customization:

• Save your changes

• Publish or activate the agent

Your Lead Capture tool is now live.

• Website homepages

• Landing pages

• Campaign pages

• Product pages

• Contact or demo request pages

The agent runs continuously and captures leads 24/7.