Zurvo
Leads

See how your chatbot captures leads.

Learn the two ways Zurvo turns a chat into a lead — automatic contact capture during conversations and the proactive lead form — and where leads land.

The Zurvo Leads page listing captured leads with contact details and status.

Zurvo turns conversations into leads so you never lose a potential customer’s contact details. There are two ways a lead gets captured, and both land in the same place — the Leads page.

Path 1: automatic capture during a conversation

Your chatbot listens for contact details a visitor shares while chatting — this happens automatically, with nothing to switch on. If someone types their email address or phone number — for example, “Can you email me a quote at jordan@example.com?” — Zurvo saves that conversation as a lead automatically. No form, no interruption.

Along with the email or phone number, Zurvo keeps:

  • The visitor’s name, when they mention it.
  • The message where they shared their details, so you have context.
  • A link back to the source conversation.

This is the effortless path: your chatbot captures the lead in the background while it answers the visitor’s questions.

Path 2: the proactive lead form

The second path is the proactive lead form — a short form your chatbot can offer inside the widget to ask for a name, email, or phone number directly. Turn it on when you want to actively invite visitors to leave their details rather than wait for them to share them in chat.

Leads from the form are captured the same way and show up on the Leads page alongside the automatically captured ones. You turn the proactive lead form on from your Settings page, in the Lead capture section.

Where your leads land

Every captured lead — from either path — appears on the Leads page, newest first. Each one shows the name, email, phone, and message that were captured, a status you can update, and a link to open the conversation it came from.

Turn a chat into a customer

Once a lead is captured, you can work it through your pipeline, export your leads to a CSV, or open the original conversation to see the full context. Start with Manage your leads through the pipeline.

A lead card showing name, contact details, captured message, and status badge.

Frequently asked questions.

Do I have to ask visitors for their contact details?

No. Your chatbot watches for an email or phone number a visitor shares naturally during a conversation and saves it as a lead automatically. The proactive lead form is an optional second path you can turn on.

What counts as a lead?

A conversation becomes a lead as soon as your chatbot captures an email address or a phone number. It also keeps the visitor's name and the message where they shared their details, so you have context when you follow up.

Where do captured leads go?

Every lead appears on the Leads page in your dashboard, newest first, with its contact details, status, and a link back to the conversation it came from.

Still need help?

Reach out and we'll help you get set up — or start your free trial and see Zurvo on your own site.