Lead capture

Choose what to ask visitors before the call connects.

Open Widget → Lead capture.

By default the widget asks for one thing: a phone number. You can ask for more.

The trade-off

Every extra field costs you submissions. A phone number alone converts best. Each additional required field reduces completion — noticeably so on mobile.

Ask for more only when the information genuinely changes what happens next:

• Name — cheap to ask and makes the call warmer. Usually worth it.
• Email — worth it if you follow up in writing or need it in your CRM.
• Company — worth it in B2B, where it changes who takes the call.
• Reason for calling — worth it if you route by topic.

Anything you would not act on differently, do not ask.

Required versus optional

Mark a field optional unless you truly cannot proceed without it. An optional field still gets filled in by a decent share of visitors, at no cost to the ones who will not.

Custom fields

Add your own fields for information specific to your business — a policy number, a property address, a preferred appointment window.

Each custom field appears on the resulting lead record, so your team sees it before they speak.

Field validation

Phone numbers are validated and normalised into international format, so a visitor typing a local format still produces a dialable number.

Email fields are checked for basic validity. Neither check confirms the contact is reachable — only that it is well-formed.

Consent and privacy

If you operate under GDPR or similar rules, add a consent checkbox and link it to your privacy policy. Make the purpose specific: "I agree to be contacted by phone about my enquiry" is meaningful consent; a bare "I agree to the terms" generally is not.

Data collected here is stored against the lead record. See your account's data settings under Settings for retention.

Where the data goes

Everything captured lands on the lead in Leads, and on the conversation in Inbox. If you have a CRM connected, it syncs there too — see Integrations.

Pre-filling from your site

If a visitor is already logged into your site, you can pass what you know into the widget so they are not asked twice. See the developer notes in Developers.