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 |
Turn it on
- Open the widget in Conversion Toolkit and find the Lead capture section.
- Enable Capture a lead when they click the button.
- Set the form copy and options (below).
- Save.
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 |
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.