Install from the Shopify App StoreOverview
Lead capture is deterministic, not left to the model’s judgment. You decide after how many visitor messages the form appears, which fields it asks for, and which of them are required. The form renders inside the conversation, so the visitor never leaves the chat to hand over their details.
Forms support one to eight fields of text, email, or phone type. Name, email, and phone answers map to fixed lead columns, so your lead list stays clean and filterable no matter how you label the fields.
Every submission lands in the leads list in your dashboard. From there, leads can flow automatically to a connected Google Sheet or to your own systems through the new-lead webhook event, and the list itself supports filtering and export.
How it works
- 1
Design the form
Pick one to eight fields of text, email, or phone type, mark which are required, and write the labels your visitors will see.
- 2
Set the trigger
Choose after how many visitor messages the form appears, from the first message up to the eighth.
- 3
The form renders in chat
The visitor fills it in without leaving the conversation. Submissions are rate-limited to keep the list free of junk.
- 4
Leads reach your tools
Review leads in the dashboard, sync them to a connected Google Sheet, or receive them on a webhook as they arrive.
Key facts
- Deterministic trigger: the form appears after the visitor message count you set.
- One to eight fields per form, using text, email, and phone types.
- Name, email, and phone answers map to fixed lead columns for clean filtering.
- Leads export to a connected Google Sheet with customizable columns.
- A new-lead webhook event delivers each lead to your own systems.
- The form is held back while a Guided Flow is running, so flows finish cleanly.
- CSV export of the lead list is available on the Business plan.
Frequently asked questions
Can I run more than one form per agent?
No, each agent has one lead form. Use the field list and trigger timing to make it fit your main follow-up flow.
Why did the form not appear during a Guided Flow?
The form is intentionally held back while a flow is in progress and appears after the flow finishes, so scripted journeys are not interrupted.
How do leads get into my CRM?
Connect Google Sheets for a live spreadsheet of leads, or use the new-lead webhook to post each lead to your own endpoint and forward it anywhere.
What stops spam submissions?
Submissions are rate-limited per visitor, and required fields must validate before the form is accepted.