How can I collect leads through a website?

Automation & No-Code

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Lead capture on a website should be simple and aligned with your value proposition. This task outlines a practical, outcome-driven approach to turning visitors into contacts without overwhelming forms. Goal: Define a minimal, outcome-focused lead capture strategy. Approach: Place a concise form near high-traffic areas with a clear, immediate benefit.

Who is this for?

- Website owners seeking to grow leads.
- Marketers testing lightweight capture strategies.
- Product teams needing quick early-stage contact signals.
- Entrepreneurs building a basic funnel with no-code tools.

Before you start

- Access to your website or CMS to add a sign-up form.
- A clear value proposition or incentive.
- Basic privacy notice and consent language.

General Process (How it works)

Define objective Set a clear goal for lead collection to guide data collection and actions.
Map funnel to page Ensure the page flow guides visitors toward the sign-up area with minimal detours.
Design minimal form Keep fields to essentials to reduce friction and improve completion.
Craft value proposition Present a clear benefit near the form to motivate action.
Set up follow-up Plan a quick, compliant follow-up to engage new leads.
Ensure privacy and consent Provide a brief privacy note to build trust and comply with regulations.
Test and iterate Run small tests to measure impact and refine the approach.

Jump to tool:

Zapier

Attio

🏆 Recommended for this task

🏆 Recommended

Zapier

Best for: IT, operations, and product teams seeking scalable AI-driven automations across thousands of apps.

Free Plan AvailableFrom $19.99 / month

How to in Zapier

Create Zap: In Zapier, click the orange Create Zap button. Name the Zap for lead capture (e.g., Chatbase Leads to Google Sheets).
Select Trigger App: Choose Chatbase and set Trigger Event to Form Submission.
Connect Chatbase: Click Sign in to Chatbase in Zapier and enter your API Key from Chatbase Settings.
Configure API Key: Paste the API Key into the Zapier field and continue.
Obtain Chatbot ID: In Chatbase, copy the Chatbot ID from Chatbot Settings.
Enter Chatbot ID: Paste the ID into Zapier's Chatbot ID field.
Test Trigger: Run Test Trigger to fetch a sample lead.
Add Action: Add Google Sheets as the action and choose Create Spreadsheet Row.
Connect Google Sheets: Sign in to Google, select Drive > Your Spreadsheet > Worksheet.
Map Fields: Map Chatbase lead fields to the correct sheet columns.
Test Action: Test the action to ensure a new row is created.
Publish Zap: Turn on the Zap by toggling the switch or clicking 'Turn on'.
Verify End-to-End: Submit a test lead via your Chatbase bot and confirm the new row appears in Google Sheets.

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Alternatives

Attio

Best for: GTM teams (go-to-market), sales operations, revenue teams.

Free Plan Available$36 per user / month

How to in Attio

Open Attio Workflows: Navigate to Attio > Workflows in the left sidebar. Click New Workflow to start a blank inbound lead capture flow.
Create Inbound Lead Capture Workflow: Name the workflow and choose the Trigger Lead Form Submission or Lead Created. Set the object to Lead.
Add Lead Form Trigger: From the Trigger block, choose Lead Form Submission. Select fields that your website form collects such as Name, Email, Company, Website, Campaign.
Configure Routing Switch: Add a Switch block. Define conditions: Company Employees >= 1000 goes to Enterprise path; Funding >= 10,000,000 goes to VC-backed path; else Self-Service.
Auto-Assign Lead Owner: In Enterprise path, add a Round Robin action to assign the lead to a sales rep from your list. Include a fallback to the owner if the round robin fails.
Create Deal on Lead: In the Enterprise path, add a Create Record action to generate a Deal. Name it with the Lead name and Website; link to the Lead\'s Company; set Stage to Qualification.
Enrich and Populate from Lead: Use enrichment fields from the Lead such as Company Size, Industry, Website to fill Company and Deal fields.
Slack Notification for Triage: Add a Slack action to post a message in a channel detailing the new lead and routing suggestion. Include buttons to adjust routing if needed.
Start Email Sequence: For Self-Service path, trigger your email sequence to nurture the new lead.
Link to CRM Hygiene: Ensure Lead and Company records are linked and required fields are validated before moving to next stage.
Handoff to SDR/AE: Add a task assignment or calendar invite to Schedule Intro Call once the Deal is created and Owner assigned.
Add Hygiene Checks: Add a Set Condition block to verify required fields exist before advancing the deal. If missing, pause and warn the user.
Test the Workflow: Submit a mock lead form on your site and verify routing, deal creation, enrichment, and notifications.
Monitor and Iterate: Review workflow performance in Insights. Adjust thresholds, routing, and enrichment fields based on results.

Tool details

Quick Comparison

Tool	Free Plan?	Min Price
Zapier	Yes	From $19.99 / month
Attio	Yes	$36 per user / month

Which tool should you choose?

Zapier

Zapier provides a no-code bridge between chat forms and your data tools. It streamlines lead capture by triggering on form submissions in Chatbase and creating rows in Google Sheets, all through a guided UI with clear mapping and testing steps.

Attio

Attio's visual workflow builder is an excellent choice for website lead collection because it integrates inbound forms, routing logic, enrichment, and notifications in a single, easy-to-use UI. Its UI is designed for non-technical users, enabling rapid configuration of inbound lead capture and consistent follow-ups, while offering powerful branching and automation that scales with your website traffic.