Lead Capture
Get started with Denser.ai AI chatbot lead generation
Lead Capture transforms high-intent chats into qualified pipeline. Decide when the form appears, capture the fields you care about, and sync submissions to your CRM stack.
Quick Start
At your chatbot dashboard, navigate to Leads section.
Click Enable Lead Collection to turn on the feature if you haven't done so already.
Navigate to Fields tab to see the fields available for your lead form. You can customize the form fields later. Let's keep the default fields for now.
The preview window shows how the form will look like. Test the form by enabling Test Mode and by submitting a test lead from the chatbot preview. You can switch to the Records tab to find the submitted test data.
You're live!
Your chatbot is now set up to capture leads. Next, customize the form fields and appearance to match your brand and qualification workflow.
Test in deployed chatbot
You can repeatedly test lead capture in the chatbot preview. In a deployed chatbot, the lead form will not be shown again after visitor submitted it. You will need to clear browser storage or use incognito window to test lead capture multiple times.
Customize Lead Form
Navigate to the Fields tab.
Customize the text by editing the Leads Form Title text field.
Change the fields that appear in the lead form by editing the Leads Form Fields section. Click + Add Field button to include new fields, or Delete button to delete existing ones.
Edit field properties
- Field Name: Label of a form field
- Field Description: Placeholder text shown in the form field
- Key: Select a key that best describes the field. Use
noneif no suitable key is available. - Required: Whether the field is mandatory for submission
Integrations
You can start integration by navigating to the Integrations tab. Click Connect button of your desired integration to start the setup.
Google Sheets
Easily sync lead submissions to a Google Sheets spreadsheet for easy tracking and analysis.
Click Connect New Google Account button if you haven't connected your Google account yet. Go through Google OAuth flow to connect your account.
After Google OAuth, click Connect again. Then select the Google Account from dropdown list.
If your chatbot already has lead data, all lead data will be synced to Google Sheets when you create the integration. You can skip the full sync by turning off the Full Sync switch.
Click Create Integration button to finish the setup. You can test by enabling Test Mode in the preview. Every time a lead is submitted, it will be synced to your Google Sheets file.
Lead Form Field Versioning
Everytime you made changes to the lead form fields, a new sheet/tab is created in the Google Sheets file to capture the new fields. Previous sheets will remain unchanged to preserve historical data. The first row of each sheet contains the field names.
Webhooks
This integration requires an application server and coding knowledge. You can set up a webhook endpoint to receive lead submissions in JSON format. For each lead submission, a POST request will be sent to your specified URL.
Provide Webhook URL that will receive lead submissions hook callback.
Fill the advanced options and click Save to complete the integration setup.
Use Test button to send a test lead submission to your webhook URL.