Features
Lead Capture Chatbot
Lead capture with Puhera turns a chatbot conversation into a sales lead. On the visual automation canvas you open a lead form when an intent is detected, a keyword appears or on every conversation; the bot collects contact details inside the chat, e-mails your team and passes the data to other systems by webhook. Lead capture starts on Pro; CRM integration is on Enterprise.
At a glance
- What it does Collects contact details in the chat and sends them where they belong
- Triggers Intent detected, keyword, every conversation
- Actions Lead form, send e-mail, webhook, quick-reply buttons
- Plan Lead capture on Pro and Enterprise; CRM integration on Enterprise
Why capture leads with a chatbot?
Most visitors leave your site without sharing any contact details. A static contact form waits for them to find it and fill it in on their own.
A chatbot brings the form at the right moment: when the visitor asks for a quote, asks about an appointment or shows real interest in a product. The question has been answered and interest is already there, so asking for details is a natural next step.
When does the lead form appear?
You decide when to show the form with three triggers on the chatbot automation canvas:
- Intent detected: When the AI understands the visitor wants a quote, a demo or a call back.
- Keyword: When phrases such as "price", "quote" or "wholesale" come up.
- Always: When you want the details at the start of every conversation.
Quick-reply buttons such as "I'd like a quote" make the flow easier for the visitor.
Where does a captured lead go?
- E-mail: The send e-mail action notifies your sales team about each new lead right away.
- Webhook: The external HTTP request action passes lead data to your own systems or workflows.
- CRM: The Enterprise plan adds CRM integration.
- Live agent: For a hot opportunity, connect the conversation straight to an agent.
Which businesses is it for?
Service businesses that work through quotes and appointments, such as clinics, schools, real estate offices or B2B software companies, use lead forms the most. In e-commerce, typical cases are wholesale inquiries and visitors waiting to hear when an out-of-stock product returns.
Before opening the form, the bot answers the visitor's question from your knowledge base with the source cited. For tactics, read our guide to lead generation with chatbots.
What makes a good chatbot lead form?
A form inside a chat behaves differently from one on a page: the visitor is mid-conversation and will easily abandon a long form.
- Keep it short: For a first contact, a name plus an e-mail or phone number is usually enough.
- Say why you're asking: A line like "We'll send the quote to your inbox" makes sharing details easier.
- Answer first: Opening a form before answering the visitor's question erodes trust.
- Follow up fast: Replying the same day to a lead you were e-mailed about keeps the opportunity warm.
- Be transparent about data: State why you collect personal data and link to your privacy notice.
How do you set up lead capture with a chatbot?
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Prepare your knowledge base
Add your website and files so the bot can answer visitor questions first.
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Design the lead form
Pick only the fields you actually need and keep the form short.
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Choose a trigger
Set the form to open on an intent, a keyword or every conversation.
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Decide where leads go
Add an e-mail action, or a webhook that sends the data to your systems.
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Test and publish
Leave a sample lead in preview, check the notification arrives, then publish the bot.
Which Puhera plan includes lead capture?
Lead capture is included in the Pro and Enterprise plans. CRM integration is part of the Enterprise plan.
When is the lead form shown?
It can be shown when an intent is detected, when a keyword you choose appears, or on every conversation.
Can I send captured leads to another system?
Yes. The external HTTP request (webhook) action passes lead data to your own systems, and the Enterprise plan also includes CRM integration.
Will I be notified when a new lead comes in?
Add a send e-mail action and your team gets an e-mail for every new lead.
Can I connect a hot lead to an agent right away?
Yes. Add the connect-to-live-agent action to your automation and, for example, a visitor asking for a quote goes straight to your team. The agent sees the bot conversation before taking over.
Do I need to code to capture leads?
No. You build the triggers and actions on the visual automation canvas without writing code.
Try Puhera with your own data.
Free for 7 days, no credit card. Connect your sources, test the bot in preview, and publish when you are ready.
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