How to capture and store leads

Chatling offers powerful lead capture capabilities, allowing you to collect valuable customer information through your chatbot conversations. This feature enables you to:

• Automatically gather contact details during chat interactions
• Customize lead capture forms to suit your business needs
• Seamlessly integrate captured leads with your CRM or marketing tools
• Track and analyze lead data to optimize your conversion funnel

In this guide, we’ll walk you through the process of setting up and capturing leads using your chatbot.

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How to capture and store leads

Leads can be captured by storing a user’s information in the following system variables:

• contact_email
• contact_name
• contact_phone_number
• contact_company_name
• contact_job_title
• contact_website_url

By storing data in these variables, the chatbot will automatically save users as leads.

As an example, we’ll build a simple flow to capture the user’s name and email address.

1. Open the Builder for your chatbot.
2. Add a Text output block to your flow and set the text to “Hello! What’s your name?”

3. Add a Text input block and open it for editing. Set the Store answer in variable option to contact_name.

4. Add another Text output block and set the text to “Great! What’s your email address?”

5. Next, add an Email block and open it for editing. Set the Store answer in variable option to contact_email.

The reason we’re using the Email block here is that it will automatically validate the user’s email address and prevent invalid emails from being stored.

6. Save and publish the changes.

Now, when a user interacts with your chatbot (in live mode), the chatbot will automatically save their information and classify them as a lead.