Enabling Lead Capture
2 min read
Set up lead capture to collect visitor contact information from your embedded calculator.
Overview
Lead capture adds a contact form to your embedded calculator after the visitor reaches their results. This lets the visitor receive value first, then share their contact details for PDF delivery or follow-up.
Lead capture is a Pro plan feature. Upgrade to Pro to enable it.
Lead capture appears on supported calculators only. If a specific calculator has not reached lead-capture rollout yet, the form will not display even when your account is Pro.
Enabling Lead Capture
Go to Embed Settings
Navigate to Settings > Embed in your portal.
Toggle Lead Capture On
Find the Lead Capture toggle and switch it to Enabled.
Configure Form Fields
Choose which fields to show on the lead form:
- Name — Always shown
- Email — Always shown
- Phone — Optional (toggle on/off)
- Message — Optional free-text field
Save Changes
Click Save. The change takes effect on your embedded calculators without requiring a new install on your website.
How It Works for Visitors
- Visitor fills out the calculator form (estate value, state, etc.)
- They see their fee estimate and results summary
- If lead capture is enabled on that calculator, they're shown a brief contact form for follow-up or PDF/report access
- They enter their contact info and submit
- Their contact information is saved to your portal dashboard
Viewing Captured Leads
See Viewing & Exporting Leads for details on managing your leads in the portal.
Connecting to Your CRM
Use Zapier integrations to automatically send captured leads to your CRM (HubSpot, Salesforce, etc.) or notify your team via Slack or email.