Lead Capture:
Turn conversations into customers

Capture qualified leads naturally through your AI chat agent — without disrupting the user experience.

CustomGPT.ai AI enterprise search assistant responding to a shop floor worker’s question about where to log anomalies, showing instant access to company procedures.

Trusted by teams at 10,000+ organizations

Trusted by

Intro to Lead Capture

Why Lead Capture matters

Most chatbots stop at answering questions — they never capture who’s asking. That means lost leads, manual follow-ups, and missed opportunities.

Lead Capture gathers names, emails, roles, and companies directly in conversation, turning every chat into a potential deal — automatically, with no friction. Just qualified leads, ready for action.

From conversation to conversion

Capture qualified leads instantly — names, companies, roles, and more.

Send to your CRM automatically via CSV export or Zapier.

Recognize returning visitors and update their profiles seamlessly.

Understand buyer intent to qualify prospects in real time.

Marketing Teams

Sales Teams

Customer Success Teams

Business impact of Lead Capture

Core features of Lead Capture

Conversational capture

Collect contact details naturally during chat.

Automatic customer profile updates

Detects returning users and refreshes data seamlessly.

CRM integration

Pump leads to your CRM via Zapier, API, or CSV export.

Attribution tracking

Save UTM and referral tags automatically with each lead.

Context awareness

Capture both identity and intent for richer qualification.

Why organizations choose CustomGPT.ai

"We launched our sales-minded chatbot, and started capturing leads in minutes!"

by GAI Insights

Awarded Top 7 emerging leader in GenAI business solutions

Enterprise-grade
data security

img 3

Accuracy and reliability

img 4

Plans & pricing

Lead Capture is available on Premium and Enterprise plans.

Frequently asked questions

Learn more about Lead Capture in our docs

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.

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

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

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.

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

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

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

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

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

No noticeable impact is expected.

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

Not at this time.

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

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

Yes.

Not at this time.

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.

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

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

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

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

No. Human handoff is not part of this feature.

Not at this time.

Available on Premium plans and above.

Yes.

No.

.

Activate Lead Capture today

Your next customer is already in the chat — capture them before they leave.