Lead capture bot
Capture and qualify leads automatically from a website chat bot.
The Lead Capture Bot is an embeddable chat widget that greets website visitors, asks qualifying questions, and creates leads in the CRM from their answers.
Create a bot
- Open the Lead Capture Bot area and choose Create Bot.
- Name the bot (“e.g., Website Lead Bot”).
- Configure the questions it asks and which answers map to lead fields.
- Choose its on-page position (Bottom Right or Bottom Left).
- Save and embed it on your site.
Qualified conversations create leads automatically and can be marked Qualified.
Pair the bot with lead scoring so captured leads are prioritized the moment they arrive.
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