Chatspark
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Lead Capture

Turn conversations into opportunities. ChatSpark automatically captures lead information and qualifies prospects based on their engagement, giving you everything you need for effective follow-up.

7 min read

Updated December 2025

What Is Lead Capture?

Lead capture allows your AI agent to collect contact information from website visitors during conversations. When enabled, your agent can naturally ask for details like name and email, then store that information for your sales team.

Key benefits:

  • 24/7 lead generation: Capture leads even when you're sleeping
  • Qualified prospects: AI scores engagement to prioritize follow-up
  • Rich context: Full conversation history for personalized outreach
  • Automatic sync: Push leads to your CRM via Zapier

Standard Fields

ChatSpark can capture these standard contact fields:

  • Name: First and/or last name
  • Email: Email address (validated format)
  • Phone: Phone number
  • Company: Business or organization name
  • Address: Street, city, state, country, ZIP
  • Message: Additional notes or context
Best Practice
Only ask for the information you actually need. Fewer fields = higher conversion rates. Name and email are usually sufficient for initial outreach.

Custom Fields

Enrich lead profiles with unlimited custom property/value pairs. After a lead is captured, you can add, edit, and delete custom fields directly from the contact panel in Conversations:

  1. Open a conversation in Conversations
  2. The contact panel opens on the right side of the screen
  3. Scroll down to the Custom Fields section
  4. Click Add field to create a new property/value pair
  5. Click any existing field to edit it, or click the trash icon to delete it

Each custom field has:

  • Property: The field name (for example, Budget)
  • Value: The information (for example, $10,000 to $25,000)

Example uses for custom fields:

  • Notes from follow-up calls
  • Budget or timeline discussed
  • Specific product interests
  • Qualification status
  • Assigned sales rep
Note
Custom fields are managed from the contact panel on the right side of any open conversation. Changes save automatically when you click away or press Enter.

AI Engagement Scoring

ChatSpark automatically analyzes conversations to assess lead quality. Each lead receives an engagement score shown as a color-coded badge in the conversation header:

  • High (amber indicator): Strong interest, asked detailed questions, discussed pricing or next steps
  • Medium (blue indicator): Moderate engagement, asked relevant questions, showed interest
  • Low (gray indicator): Minimal engagement, brief interaction, general inquiries
Note
Engagement scoring uses AI to analyze conversation depth, question quality, and intent signals. This helps you prioritize which leads to contact first.

Website Activity Tracking

ChatSpark tracks which pages leads visit on your website:

  • Page views: URLs visited during their session
  • Page titles: What content they viewed
  • Timestamps: When they visited each page
  • Duration: How long they spent on your site

Page view data appears in the contact panel when you open a conversation. It is only available for Website AI agents.

Sales Insight
If a lead viewed your pricing page 3 times, they're probably ready to talk about costs. Use activity data to personalize your outreach.

Email Transcripts

Send conversation transcripts via email:

  • Internal review: Send to your sales team for context
  • Customer records: Send to the lead as a reference
  • Multiple recipients: Add multiple email addresses

To send a transcript:

  1. Open the conversation in Conversations
  2. Click Email Transcript
  3. Enter recipient email(s)
  4. Send

Zapier Integration

Automatically send leads to your CRM, helpdesk, and other tools via Zapier:

  • Connect to 5,000+ apps
  • Trigger workflows when new leads are captured
  • Create support tickets: Zendesk, HappyFox, Freshdesk, Intercom
  • Sync to Salesforce, HubSpot, Pipedrive, and more
  • Send Slack notifications for new leads
  • Add to email marketing lists

Set up the integration at zapier.com/apps/chatspark.

Support Teams
Use Lead Capture to automatically create support tickets. The customer's contact info, message, and full conversation context are included, giving your agents everything they need before responding.
Note
The Zapier integration sends lead data including all standard fields, custom fields, engagement score, and conversation summary.

More with AI Actions

For deeper integrations, AI Actions lets your agent go beyond collecting contact info. It can take action directly inside your tools during the conversation:

Zapier vs. AI Actions
Zapier sends lead data after capture. AI Actions are triggeredduring the conversation. Your agent can create a ticket or CRM contact in real time, before the visitor even closes the chat.

Managing Leads

View and manage all captured leads from your dashboard:

  • Lead list: See all leads with engagement scores
  • Search: Find leads by name, email, or company
  • Filter: Filter by date, engagement level, or agent
  • Export: Download leads as CSV
  • Edit: Update lead information manually

Each lead entry shows:

  • Contact information
  • Engagement score
  • Conversation summary
  • Activity history
  • Custom field data
  • Timestamp

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