Web Chat captures a lead
Web Chat captures a lead fires whenever the Web Chat widget on a website captures a new lead — typically when a visitor submits their contact information during a chat session. Use this trigger to automate immediate follow-up, create CRM records, or assign the lead to a sales rep the moment it arrives.
Speed of response matters for inbound leads. Pair this trigger with fast follow-up actions to maximize conversion.
Trigger scope
This trigger operates at the contact scope. Contact, company, and account actions are available downstream.
How it works
- A website visitor interacts with the Web Chat widget and submits their contact information.
- Web Chat captures the lead and creates or matches a contact record.
- The automation evaluates any trigger conditions you've configured.
- If conditions are met, the workflow starts with the new contact in context, and downstream steps can use Add dynamic content to reference contact fields and chat details.
Available data
Standard contact and account fields are available via Add dynamic content, along with any information collected during the chat session.
| Output | Description |
|---|---|
| Contact name | Name provided by the visitor during chat |
| Contact email | Email address captured from the chat session |
| Contact phone | Phone number captured from the chat session (if provided) |
| Chat transcript | The conversation content from the chat session |
| Account name | The account the Web Chat widget is associated with |