How to Collect Leads with Live Chat

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⚡ In short

  • Visitors leave their email or phone in three places: the away form, lead Flows and the JavaScript API.
  • Every lead appears under Visitors → Subscribers, with where it came from.
  • The lead score shows which visitors are close to buying.
  • Send leads to your CRM or Google Sheets with a webhook.

1. The away form

When nobody is online, or outside your opening hours, visitors who write get a small form for their email or phone number. This is the easiest lead source because it needs no setup. The question they asked is saved too, and becomes a ticket so your team can answer it later.

2. Lead Flows

A Flow can ask for an email at the right moment. Open Flows → Ready-made Flows → Get leads and pick a template such as Newsletter sign-up or Discount for new visitors. Switch on Ask for the visitor’s email in the Flow. The lead is tagged with the Flow’s name, so you know which one works best.

3. From your own website

If visitors already log in on your site, your developer can pass their name, email and phone to the chat with LiveChatBot.setVisitor(). See the developer docs.

Where leads go

Open Visitors → Subscribers. You see each person’s email or phone, where they came from (for example “Flow: Discount for new visitors” or “Chat widget“) and when they were last on your site. Press View chat to read what they asked.

Spot the hot ones

Next to every visitor you see a lead score out of 100, based on what they do on your site, such as pages viewed and return visits. Pages you list under Settings → Notifications → Page alerts raise it too. Turn on smart alerts under Settings → Notifications to hear when a hot visitor arrives. More on this in visitor tracking.

Send leads to your other tools

Add a webhook under Integrations → Webhooks. Each new lead is sent as a lead.captured event that Zapier, Make or your own server can save to Google Sheets, a CRM or an email list.

Tips that raise sign-ups

  • Offer something in return: a discount, a price list or a callback.
  • Ask for one thing only. Email *or* phone, not a long form.
  • Use a page condition so the Flow shows on pages where people are deciding.
  • Reply quickly. A lead you answer the same day is worth far more than one you answer next week.

More ideas in live chat lead generation.

FAQ

Is there a pre-chat form?

No. LiveChatBot doesn’t make visitors fill in a form before chatting. Contacts come from the away form, Flows and your own site, so the chat stays quick to start.

Can I export my leads?

Yes. Use the REST API or a webhook to copy them into Google Sheets or your CRM.

Do leads count towards my visitor limit?

Your plan counts visitors per website each month, not leads. See pricing.