Lead Capture
Automatically collect visitor contact info during conversations and sync it to your CRM or email list in real time.
What it does
When a visitor shares their name, email, or phone — or requests a demo, quote, or callback — the bot captures the contact and:
- Stores it in the AskIA leads dashboard
- Sends a notification to your team email (optional)
- POSTs the data to your CRM webhook (optional)
The bot never asks for contact info unprompted. It only captures it when the visitor volunteers it or makes a request that requires it (demo, quote, callback, newsletter).
Setup
1. Install the tool
Go to Dashboard → Marketplace, find Lead Capture, and click Add.
2. Enable it on your bot
Open your bot → Settings → Tools → toggle Lead Capture on.
3. Configure (optional)
Go to Dashboard → Tools → Leads → Settings to configure:
- Notification email — get an email for each new lead
- CRM webhook URL — push leads to Zapier, Make, HubSpot, or any endpoint
- Required fields — choose which fields the bot must collect (Name + Email, Email only, or all three)
CRM webhook payload
When a lead is captured, AskIA sends a POST request to your webhook URL with this JSON body:
{
"event": "lead.captured",
"lead": {
"id": "uuid",
"name": "Jane Smith",
"email": "jane@example.com",
"phone": "+1234567890",
"source": "whatsapp",
"botName": "Support Bot",
"capturedAt": "2026-05-18T10:30:00Z"
}
}Zapier tip
Use a Zapier Webhook (Catch Hook) as your webhook URL to push leads into any Zapier workflow — HubSpot, Notion, Airtable, Slack, and 5000+ other apps.
Viewing and exporting leads
Go to Dashboard → Tools → Leads to see all captured contacts. You can:
- Filter by bot, CRM status, or search by name/email/phone
- Manually push individual leads to your CRM webhook
- Export the full list as a CSV
- Delete individual leads
CRM sync statuses
- Pending — not yet sent to CRM (no webhook configured, or not yet triggered)
- Sent — successfully delivered to your CRM webhook
- Failed — the webhook returned an error; you can retry manually