Capture Every Lead, From Every Channel

Inbound Lead Capture Bot

Unify your inbound lead flow. Our bot automatically captures and qualifies leads from all your sources—web forms, live chat, and email—and puts them directly into your CRM, clean and ready for sales.

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Inbound Lead

The Fragmented Lead Flow

Leads are coming in from everywhere—your “Contact Us” form, your website’s live chat, and direct emails to your sales team. This data lives in three different places, requiring manual consolidation and leading to slow response times and lost opportunities.

Website lead intake bot

Key Features

Omnichannel Capture Engine

Connect the bot to your website forms, live chat widget, and a designated email inbox to create a single, unified pipeline for all new inbound leads.

AI Conversational Qualification

In a live chat, the bot can ask qualifying questions (e.g., “What is your company size?”) to gather key data before creating the lead.

Automated CRM Entry with Source Tracking

The bot automatically creates a clean lead in your CRM and tags it with the original source (e.g., “Website Chat”), so you know which channels are performing best.

Use Cases

Use-Cases for Inbound Lead Capture Bot

B2B Software Company

Unified their lead flow and cut their average response time to new leads from 2 hours to under 5 minutes, leading to a 20% increase in qualified demos.

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University Admissions Department

Captured inquiries from their website chat and forms in one place, ensuring every prospective student received a timely follow-up.

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Marketing Agency

Used the source tracking to discover that their live chat was generating the highest quality leads, prompting them to invest more in proactive chat engagement.

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More Agent Template

Inbound Lead Capture Bot

Captures and qualifies inbound leads from web forms, chat, and email.

Auto-tag hot leads

Flags leads with strong engagement signals for immediate follow-up.

Lead Scoring Agent

Scores leads based on fit, activity, and conversion potential.

Hot Lead Notifier

Sends instant alerts for high-interest leads based on scoring and behavior.

Schedule multi-step follow-up

Plans and executes multi-step follow-up campaigns.

Event Follow-up Agent

Sends follow-ups after webinars, expos, or demos with personalized messaging.

Personalized Outreach Bot

Crafts outreach messages tailored to each lead’s profile and history.

Territory-based lead routing

Assigns leads based on location, rep coverage, and regional rules.

Cross-platform lead sync

Syncs lead data across CRM, Google Sheets, marketing platforms, and support tools.

Auto-generate personalized proposals

Creates customized proposals using lead data, pricing logic, and branded templates.

Auto-Scheduler Bot

Books meetings and syncs with calendars across platforms.

Qualify leads automatically

Uses public data to assess lead quality and fit.

Qualifies inbound leads

Value Proposition

Centralize and streamline your entire inbound lead process.

Ensure faster response times for every new lead.

Eliminate manual data entry and consolidation.

Get clear visibility into which lead channels are most effective.

FAQ

Can we customize the questions the chatbot asks?

Yes. Build playbooks with branching logic, qualification fields, and copy that mirrors the brand’s tone; tweak per campaign or page type.

What happens if the bot can’t answer a question?

Enable live handoff to a human at any point. The agent receives the transcript and context so the conversation continues without repetition.

How does it connect to our website forms?

Use a universal webhook endpoint to post form payloads from popular builders; map fields to CRM objects to keep data consistent.

Does it capture the lead’s IP address and location?

Yes. The system can enrich submissions with IP, approximate location, UTM parameters, source/medium, and device info, then store it in the CRM.

Can it schedule meetings directly from the chat?

Yes. Connect Google or Outlook calendars to expose real-time availability and book confirmed slots from within the chat, with invites sent automatically.

Automate with AI

Start your free trial today.

Capture every lead, every time, from everywhere. Unify your inbound channels and accelerate your speed-to-lead. Activate your Inbound Lead Bot today.

CRM Software has this features:

Every business does things a little bit differently, leading to very diverse needs. While there are some functions that are quite standard across the board, there are often functions that an out-of-the-box solution may not be able to handle.

Thousands of businesses do not use their CRM to its maximum effect, which can reduce productivity, customer satisfaction, and sales. It can be difficult for an organization to implement or manage a CRM tool, especially if they lack the required IT expertise, and what works well for another organization may not work so well for yours

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