Lead capture

Lead capture is the email gate that turns a widget interaction into a contact in your sub-account on the platform. It’s the foundation everything else builds on: once a contact exists and is tagged, your workflows and email campaigns can take over.

What gets written to the contact

When a visitor submits the gate, Conversion Toolkit upserts a contact (creates a new one, or updates the existing one with that email — never a duplicate) and decorates it:

What	Always?	Detail
Contact (email, optional name & phone)	✅	The contact’s Source is set to the widget’s name
Tags	✅	Automatic tags + your own — see Tags & custom fields
A note	✅	A readable summary of the result/answers (e.g. the calculator’s numbers)
Custom-field values	Optional	Calculators only, when “Save results to CRM” is on

Two moments

Many widgets ask for the email first and only know the result a moment later (after the quiz is answered or the calculator is run). So the contact is created on submit, then enriched with the result tags, note, and fields a moment later. You don’t configure this — it just works.

Turn it on

New calculators, quizzes and spin-to-win wheels start with lead capture switched on. New calculators also save their results to CRM custom fields by default. To change it on any widget:

1. Open the widget in Conversion Toolkit and find the Lead capture section.
2. Tick or untick Capture a lead… (the exact label depends on the widget).
3. Set the form copy and options (below).
4. Save.

Widgets you created before this default changed keep whatever setting they had.

Pricing

Conversion Toolkit is free to install. Captured leads are billed per lead to your HighLevel wallet, and you only pay for leads that land in your CRM.

Counts as a lead	Doesn’t count
A visitor submits the form and a contact is created or updated in your CRM	The same submission sent twice (a double-click or a retry)
	Spam caught by the form’s bot checks, or an invalid email
	The prize or result attached to the contact after the email (part of the same lead)
	Widgets with lead capture switched off. They work normally and never ask for an email

What you pay per lead

The per-lead price is on the app’s marketplace listing. If your agency resells the app, it may bill you at its own per-lead price instead.

The gate fields

Field	What it’s for
Form headline	The promise above the form — e.g. “Get your full results”
Form subline	A supporting line under the headline
Submit button label	The action — e.g. “Send my results”
Also ask for a name	Adds an optional name field (more friction, richer contact)
Also ask for a phone number	Adds an optional phone field
Consent line	Fine print shown under the form (for compliance)
Extra tags (comma-separated)	Your own tags added to every lead — this is what you trigger workflows on
Open the URL after lead capture	Send them to a URL once they submit

Only ask for what you need

Email alone converts best. Add name/phone only when your follow-up genuinely needs them.

What happens next

Capturing the lead is step one. The real power is what your CRM does with it:

• Tags & custom fields → — exactly what lands on the contact.
• Workflows & email campaigns → — fire automations off those tags.
• Bucketing & segmentation → — route different leads down different paths.