Lead Capture Chatbot Template
An AI chatbot that engages website visitors, answers product questions, and captures qualified leads around the clock.
How it works
Place the chatbot on your website to engage visitors, answer their product questions from your content, and collect contact information (name, email, phone, company) from interested prospects. The AI qualifies leads based on their questions and routes high-intent visitors to your sales team.
Sample conversations
What does your product do?
How much does it cost?
Can I see a demo?
Do you integrate with Salesforce?
Is there a free trial?
How is this different from [competitor]?
What this template includes
Customizable lead capture form (name, email, phone, company)
AI answers product questions from your content
Lead qualification based on conversation signals
CRM integration via Zapier or webhooks
After-hours lead capture when sales is offline
Conversation transcripts sent to sales
Key benefits
Example system prompt
Expected results
Best for
Poor fit when
Your sales motion is fully outbound and inbound lead volume is too low to justify automation.
Your sales team rejects machine-qualified leads and only trusts SDR-routed conversations.
Your CRM has not been integrated for lead routing yet.
Sources
Frequently asked questions
Does the chatbot integrate with my CRM?
Yes. Chatsy integrates with HubSpot, Salesforce, and 5,000+ apps via Zapier. Lead data and conversation transcripts can be automatically synced to your CRM.
Can I customize which fields are collected?
Yes. You can configure the lead capture form to collect name, email, phone, company, and custom fields based on your qualification criteria.
Does this template integrate with my CRM?
Yes. Chatsy integrates with popular CRMs like HubSpot and Salesforce. Captured lead data is automatically synced to your CRM in real time.