CustomGPT.ai Blog

Introducing CustomGPT.ai Lead Capture Agent – Turn Website Visitors into Leads In Your CRM

Your agent was answering questions.

Now it’s collecting customers.

Lead capture

With Lead Capture agentic action, your CustomGPT.ai agent doesn’t just chat with visitors – it organically asks for their contact information and saves it for you. Every conversation becomes a lead.

Every lead becomes an opportunity that you can push to your CRM (like Hubspot or Salesforce)

Turn on Lead Capture Now

What can you do with this?

  • Collect emails without annoying pop-ups – Your agent asks for contact details naturally during the conversation. No forms. No interruptions.
  • Never lose another interested visitor – Someone asks about pricing? Your agent gets their email before they leave. Technical question? Lead saved. That customer asking for help? The Customer Success team is in the loop.
  • Send leads straight to your CRMConnect to Zapier and boom – every lead flows directly into Salesforce, HubSpot, or wherever you track customers. No manual entry. No copy-paste.
  • Export all your leads anytime – Download a simple spreadsheet with every contact who’s chatted with your agent. Names, emails, companies – everything organized and ready.
  • Customize exactly what you collect – You choose what matters to your business. Just names and emails? Done. Need job titles, company size, and budget? Your agent will ask. Want to know their biggest pain point? Add it to the list.

You control every detail your agent collects.

How we use it at CustomGPT.ai

We became our own first users!

Our website agent is equipped with Lead Capture tool and it asks every visitor for their contact details, sends them straight to HubSpot via Zapier, and our sales team takes it from there.

The results? We’re capturing 3x more qualified leads than traditional forms ever did.

Want the exact setup? Check out our detailed blog post showing you step-by-step how we built our lead capture pipeline.

    Conversations that actually feel like conversations

    Here’s what happens when someone visits your site:

    They ask: “Do you integrate with Google Drive?”

    Your agent answers the question first. Always.

    Then, naturally: “I can send you our integration guide if you’d like. What’s your email?”

    Not “BEFORE I ANSWER, FILL OUT THIS FORM!”

    Not a pop-up blocking the chat.

    Not holding information hostage.

    Your agent helps first, then asks. Like a real person would. And when visitors feel helped, not hunted, they’re happy to share their contact info.

    That’s why it works.

    Join the Conversation

    See how other businesses are turning every website visitor into a qualified lead. Share your own lead capture success stories!

    Join the CustomGPT.ai Slack Community today!

    Frequently Asked Questions

    What is the Lead Capture Agent and when should I use it?

    The Lead Capture Agent is a new agentic action that asks visitors for their contact details—primarily name and email—directly within the chat. Use it whenever you want to turn engaged conversations into qualified contacts without breaking the conversational flow.

    How do I activate the Lead Capture Agent “agentic action” in my project?

    Open your project’s Actions page and enable Lead Capture agentic action. That’s it—no additional setup required.

    Can the agent ask for contact details before a chat starts (pre‑chat form) vs. during/after the conversation?

    Lead capture is always performed inside the conversation in a natural, conversational manner. Pre‑chat gating is not supported at this time.

    What user details does it try to collect by default?

    By default it focuses on name, email, phone and company. You can remove these goals and/or add new ones while setting up the Lead Capture agent.

    Can I make specific details required to continue the conversation?

    Not at this time. All details are optional for the user.

    How does the agent decide when to ask for contact details without disrupting the conversation?

    The agent typically prompts early and uses built‑in persuasion techniques to keep the request brief and context‑aware, minimizing disruption.

    Will it ask again if the user refuses or ignores the prompt?

    It may follow up politely later in the conversation, while avoiding a pushy experience.

    Can I control the tone and persuasion level (e.g., friendly, concise, formal)?

    Yes. Adjust your agent’s Persona to control tone, style, and how assertively it asks.

    Does lead capture work in embedded widgets, mobile web, and desktop?

    Yes. It works everywhere your CustomGPT.ai agent runs.

    Will activating lead capture change response latency or chat performance?

    No noticeable impact is expected.

    How does it handle partial information or conflicting entries supplied by the user?

    The agent will extract whatever contact details it can identify from the conversation and save them accordingly.

    Can the agent prefill known details from previous chats or CRM records?

    Not at this time.

    How are leads stored, and where (data residency/region)?

    Lead storage follows our security and data handling practices. See our policy: https://customgpt.ai/security/

    How long are captured leads retained by default, and can I set custom retention?

    Leads are retained indefinitely by default. Custom retention settings are not available yet.

    Is the feature covered under CustomGPT.ai’s SOC 2 Type II controls?

    Yes.

    Can I tag leads with custom labels or pipeline stages?

    Not at this time.

    How do CSV exports work – what columns are included?

    Exports include name, email, company, phone, user defined and other.
    The user defined column includes all pieces of information you instructed the agent to collect.
    The other column is a JSON object containing any additional relevant details that agent decided to capture.

    Which Zapier actions are supported?

    We provide a Lead Captured trigger you can use to send data to your CRM, email tool, or any Zapier‑connected app.

    Can I trigger a welcome email, nurture sequence, or CRM workflow from a captured lead?

    Yes- set this up in Zapier using the Lead Captured trigger.

    Can I preview or test the capture flow in a sandbox before going live?

    Yes. You can test the flow directly in the app before enabling it for production.

    What happens if the user shares contact info unprompted—does the agent confirm and store it?

    Yes. The agent recognizes contact details shared naturally and will confirm and store them.

    Does the agent hand off to a human when a qualified lead is detected?

    No. Human handoff is not part of this feature.

    Can I set qualification rules (company size, region, product interest) before saving the lead?

    Not at this time.

    Which pricing tiers include the Lead Capture Agent?

    Available on Premium plans and above.

    Is the feature available during free trials?

    Yes.

    Are there usage caps?

    No.

    Turn every chat into a qualified lead

    Meet the CustomGPT.ai lead capture agent – where real conversations create real customers.

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