Capture leads from forms, chat, email, and landing pages into one system
Marketing runs paid campaigns to landing pages, the website has a chat widget, the sales email alias gets inbound inquiries, and event registrations flow through a third party tool. Each channel drops leads into a different system, with different field formats, at different speeds. Reps check one queue and miss the others. Response time suffers. Leads go stale.
How the Lead Capture works
This agent connects to your lead sources and pulls every new contact into a single pipeline. It normalizes field data (company name formatting, phone number structure, job title standardization), deduplicates against existing records, and applies routing rules to assign each lead immediately.
What the agent does step by step:
- Ingests leads from web forms, chat transcripts, email forwarding rules, and third party integrations
- Normalizes contact fields: standardizes company names, formats phone numbers, and parses full names into first and last
- Deduplicates against your existing CRM records to prevent double assignment
- Routes the lead based on territory, deal size, product interest, or round robin rules
Why you need the Lead Capture
Organizations generating 200+ leads per month across three or more channels will see the clearest benefit. The agent is particularly useful when your lead to response time exceeds 30 minutes because of routing confusion. Smaller teams with a single lead source (one form, one landing page) can handle routing manually or with the Inbound Lead Scorer, which focuses on prioritization rather than capture.
Lead Capture vs. Inbound Lead Scorer
The Lead Capture Agent focuses on collection and routing. It gets leads into the system, cleaned up and assigned. The Inbound Lead Scorer focuses on evaluating which leads deserve attention first. Capture feeds the pipeline; scoring prioritizes what is already in it. Most teams benefit from running both in sequence.
