Automation
How do I capture leads from wholesale customers?
Capturing wholesale leads means setting up a system that identifies B2B buyers and collects their business details automatically. With Chatref’s lead-capture and custom-actions features, you can gather qualified customer data directly inside the chat widget, then route it to your CRM or sales team without manual data entry.
Set up automated lead capture in your chat widget
Chatref’s lead-capture capability lets you turn every chat interaction into a potential B2B lead. When a wholesale buyer visits your site, the widget can prompt them for key business details before or during the conversation. This works out of the box with no coding. You define which fields to collect, and Chatref stores the customer data alongside the chat transcript so your sales team has full context.
Use custom actions to qualify wholesale buyers
Custom actions let you build a qualification flow right inside the chat. For example, you can configure the AI agent to ask for the buyer’s company name, annual purchase volume, or tax ID. Based on the responses, the agent can tag the lead as high-priority, send the details to your email or Slack, or trigger a webhook to your CRM. This means your team only spends time on leads that meet your wholesale criteria.
Collect the right customer data from B2B leads
For wholesale lead capture, the information you gather should go beyond basic contact details. With Chatref, you can structure the chat to request:
- Company name and business type
- Tax ID or resale certificate
- Estimated order volume and frequency
- Preferred product categories
- Decision-maker contact information
All this customer data stays in your Chatref conversation inbox, and you can export it or push it to your external tools via custom actions.
Route leads to your sales team automatically
Once a wholesale lead is captured and qualified, Chatref can hand off the conversation to a human agent through the shared inbox. Your team sees the full chat history and all collected customer data, so they can pick up right where the AI left off. You can also set up custom actions to create a lead in your CRM or send a Slack notification the moment a qualified B2B lead completes the chat.
FAQ
What are the best methods for capturing wholesale leads?
The most effective methods combine automated chat prompts with structured qualification. Use a chat widget that asks for business-specific details like company name, tax ID, and order volume. Pair this with custom actions that route high-value B2B leads to your sales team or CRM in real time. This approach captures intent while the buyer is engaged, rather than relying on static forms that get ignored.
How can I automate lead capture in my B2B platform?
Automate lead capture by embedding a chat widget that triggers qualification questions based on visitor behavior. With Chatref, you configure the agent to ask for wholesale-specific customer data, then use custom actions to send that information to your email, Slack, or CRM via webhook. The entire flow runs without manual intervention, so leads are captured and routed 24/7.
What information should I collect from wholesale leads?
At minimum, collect the company name, business type, tax ID or resale certificate, estimated order volume and frequency, and the decision-maker’s contact details. This customer data helps your sales team prioritize and personalize follow-ups. You can also ask about preferred product categories to tailor your outreach from the first interaction.
Put this into practice
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