Capture leads

Collect visitor name and email address within the chat widget and route leads to your team automatically.

~10 minutes Free

How it works

The lead capture tool shows a conversational form inside the chat widget — typically asking for the visitor's name and email address. You control when it appears: before the first message, after a set number of messages, or when the visitor asks a specific question.

Captured leads are stored in DGbot and can be forwarded to an external CRM or email via a webhook.

Configure lead capture

Open Settings → Integrations → Lead capture

Go to Settings → Integrations and click Lead capture.

Open Integrations in admin

tools/lead-capture-settings Screenshot needed — save as: _assets/images/tools/lead-capture-settings.png

Lead capture configuration: form fields, trigger mode, and webhook settings.

Configure the form fields

Choose which fields to collect:

Field	Always available	Optional
Name	—	Yes
Email	Yes	—
Phone	—	Yes
Company	—	Yes

You must collect at least email. All other fields are optional.

Fewer fields = more completions

Every additional field reduces completion rate. Unless you genuinely need phone and company for your sales process, just ask for name and email.

Set the trigger mode

Choose when the form appears:

Trigger	When it fires
Pre-chat gate	Before the visitor can send their first message
After N messages	After the visitor has sent N messages (e.g., after 2 exchanges)
On intent	When the bot detects the visitor is interested in a quote, demo, or purchase
On escalation request	When the visitor asks to speak to a human

Pre-chat gate vs. conversational

Pre-chat gate captures more emails but can feel abrupt. Showing the form after 2 messages feels more natural and tends to produce warmer leads — the visitor has already engaged.

Enter a confirmation message

Write a short message shown after the visitor submits the form:

> "Thanks, [Name]! Our team will follow up at [Email] within one business day."

Use [Name] and [Email] as placeholders — they're replaced with the visitor's actual values.

Enable and save

Toggle Lead capture on and click Save. The form is now active.

Trigger modes

Pre-chat gate

The form appears immediately when the visitor opens the widget, before they can type. Best for: high-intent landing pages, contact pages, or when lead quality matters more than engagement rate.

After N messages

The form appears after a configurable number of visitor messages. Best for: general website deployment where you want to qualify engaged visitors but not gate access.

On intent

The bot uses AI to detect purchase or qualification intent in the conversation (e.g., "I'd like a demo", "Can I get a quote?") and shows the form at that moment. Best for: lead generation bots where the primary goal is identifying interested buyers.

View captured leads

All captured leads appear in Conversations in the admin panel — each conversation record shows the lead's name, email, and the messages they sent.

Open Conversations in admin

Send leads to your CRM

To forward leads to an external system, configure a webhook URL in the lead capture settings. When a lead is captured, DGbot sends a POST request to your webhook with the lead data:

json

{
  "event": "lead_captured",
  "conversation_id": "conv_abc123",
  "chatbot_id": "bot_xyz",
  "lead": {
    "name": "Jane Smith",
    "email": "jane@example.com",
    "captured_at": "2025-05-15T10:30:00Z"
  }
}

Most CRMs (HubSpot, Salesforce, Pipedrive) can receive webhook data directly or via Zapier.

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