How to Collect Leads With a Chatbase Chatbot

A support bot can double as a lead magnet. Chatbase has a built-in lead form that pops inside the chat and stores submissions, plus webhook and integration options to push leads to your tools. This guide enables capture, customizes the fields, and routes the data out.

What you need

• A live Chatbase agent embedded on your site
• A destination for leads: an email inbox, a webhook URL, or a CRM
• A short, honest reason for asking (a discount, a callback, a demo)

Step 1: Enable Lead Forms

Open the agent, go to Settings > Leads, and turn on the lead form. Choose which fields to ask for. Name and email convert best; adding a phone field lowers completion, so only ask if you truly need it.

Step 2: Set when the form appears

Showing the form too early scares people off. Set it to appear after the first or second user message, once the visitor has seen the bot is useful. You can also let the model decide based on intent if your plan supports it.

Step 3: Route leads to a webhook

Under Connect > Integrations you can forward each lead to Zapier, Make, or a raw webhook. A webhook gives you full control: Chatbase POSTs a JSON payload that you handle in your automation tool.

{
  "event": "lead.created",
  "agentId": "abc123XYZ",
  "conversationId": "conv_7f2a",
  "lead": {
    "name": "Jordan Lee",
    "email": "jordan@example.com"
  },
  "createdAt": "2026-06-21T14:08:00Z"
}

Step 4: Test the full path

Open your live site, chat until the form appears, and submit a test lead. Confirm it shows under the Leads tab in Chatbase and that your webhook or CRM received it. Check spam folders if you routed to email.

Result

Every helpful conversation can now end with a captured lead delivered straight to your pipeline. Review completion rate in analytics and tweak the form title and timing to lift it.