How can I capture leads through your chat widget?

Most visitors leave without buying, but that doesn’t mean they’re not interested. A lead capture chat turns those glances into contacts. Someone wondering about design options, shipping times, or bulk pricing is a warm lead right now. Chatref’s print on demand lead capture catches them right at the moment of curiosity, so you can follow up before they click away to a competitor.

Set up is straightforward and takes just a few minutes:

1. Log in to your Chatref dashboard and open the agent you want to edit.
2. In the agent settings, scroll to Lead Capture and toggle it on.
3. Customize the prompt visitors will see – for example, “Want us to let you know when new designs drop? Share your email.”
4. Save the settings. The next visitor who opens your widget will see the lead capture form automatically.

No coding, no extra plugins. The widget you already embedded just starts collecting leads.

Out of the box, the widget can collect a visitor’s name and email address. That’s often all you need to start a newsletter sequence or send a custom order follow-up. You can also configure the form to ask for additional context, like which product they’re interested in, so your follow-up feels personal and timely.

Collecting leads is step one. Make them count:

• Time the ask right. Wait until the visitor has asked a question or browsed for a few seconds before showing the form.
• Be specific about value. “Get first access to new designs” works better than “Sign up for updates.”
• Follow up fast. Even a simple “Still thinking about that design? I can help” message turns a captured email into a sale. Chatref’s chat widget leads are yours – no expiry, no hidden fees – because you pay only for the chatbot responses you use.

How do I set up lead capture forms?

Inside your Chatref agent’s settings, find the Lead Capture section and toggle it on. You can then write the message visitors will see before or after their chat. The form appears automatically inside your existing website widget.

What information can I collect from visitors?

You can collect the visitor’s name and email address by default. Additional fields like a custom note or product inquiry can be added so you know exactly what each lead needs.

Can I integrate lead capture with my CRM?

Chatref does not have a built-in CRM integration yet, but you can export all captured leads from your dashboard as a CSV file and import them into any CRM. We are actively exploring native integrations for popular CRMs to make this seamless.