# Sales lead capture

> Collect a visitor's details mid-conversation, pre-filled from what they already told the agent.

Source: https://www.hey.support/docs/capabilities/lead-capture

---

Sales lead capture puts a short form in the chat so you can follow up. It is **on by default**, asking for name and email.

Open **Capabilities**, then **Sales lead capture**.

## Choosing fields

Three fields are offered up front:

* Name
* Email
* Phone

Four more sit under **Advanced**:

* Company
* Project details
* Budget
* Timeline

<Callout>
  Ask for the fewest fields you actually need. Every extra field costs you completions, and the agent can always ask a follow-up question in conversation instead.
</Callout>

## When it appears

The form appears when a visitor shows buying interest: asking about pricing, requesting a demo, or asking how to get in touch. There is no timing setting.

If the visitor already typed their details earlier in the conversation, the form appears **pre-filled** and the agent asks them to confirm rather than to type it all again. That confirm version never appears empty — if the agent cannot extract anything, it shows the plain form instead.

Once a lead is captured, the form is not offered again in that conversation.

## Where leads go

Captured leads land on the [Leads](/docs/conversations/leads) board. They also:

* fire the `lead.created` [webhook](/docs/webhooks)
* post to any Slack channel you have routed
* email teammates who have lead alerts switched on

A meeting booked through [Book a meeting](/docs/capabilities/booking) also creates a lead, quietly — you get the booking notification rather than two separate alerts for the same person.