Grivo

Lead capture

Capture visitor names and emails directly in the chat widget. Leads flow into your contact list automatically.

Last updated: April 2026

How lead capture works

Grivo Chat-to-Email Conversion PipelineThe Grivo conversion pipeline: A website visitor interacts with your AI chatbot, their email is captured via the lead capture form, they are added to your contact list, you send them targeted email campaigns, and they convert into paying customers.👤Visitor asksa questionChat widget🤖AI chatbotanswers + capturesLead form shown📋Added to yourcontact listAutomatic✉Send emailcampaignsDrag-and-drop builder✔CustomerconvertsRevenue

When lead capture is enabled, the chat widget asks visitors for their name and/or email before or during the conversation. Captured information is saved to your Grivo contact list automatically.

This is one of Grivo's key differentiators: leads captured in chat flow directly into your email campaign tool. No Zapier, no CSV exports, no third-party integrations needed.

Enable lead capture

  1. Go to Chatbots → [Your Chatbot] → Settings
  2. Toggle Lead Capture on
  3. Choose which fields to collect
  4. Click Save

Configure fields

You can collect:

  • Email (recommended) - Required for email campaigns. Always enable this.
  • Name - Helpful for personalization in emails and conversations.

Keep it minimal. Every extra field reduces completion rates. For most teams, just email + name is enough.

When to ask for info

You can configure when the lead capture form appears:

  • Before chat starts - Visitor must enter their info before sending a message. Higher capture rate, but some visitors may drop off.
  • After first message - Visitor sends one message, then is asked for their info before seeing the AI response. Good balance between engagement and capture.
  • Optional - A subtle prompt appears but visitors can skip it. Lowest friction, lower capture rate.

💡 Recommendation: Use "After first message" for the best balance. The visitor is already engaged, so they're more likely to share their email.

Where leads go

Captured leads appear in two places:

  • Conversations inbox - Each conversation shows the visitor's name and email alongside the chat history
  • Subscribers list - New leads are automatically added to your subscriber/contact list, ready for email campaigns

Send campaigns to captured leads

This is where Grivo's integrated approach shines. Once leads are in your subscriber list:

  1. Go to Campaigns → Create New
  2. Select your subscriber list (chatbot leads are here)
  3. Design your email with the drag-and-drop builder
  4. Schedule or send immediately

See Send your first campaign for the full guide.

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