Configure

Deliver captured leads to your CRM

A lead in a dashboard nobody opens is not a lead. It has to arrive where your pipeline already lives.

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A second inbox is a lost inbox

Captures that live only in the tool that produced them get checked enthusiastically for a week and then not at all. If they do not appear where your team already works, they effectively do not exist.

  • Leads sitting unactioned in a tool nobody opens
  • Sales copying details between systems by hand
  • No record in the CRM of what the lead originally asked
  • Attribution guesswork because the source is not recorded

Set the two delivery channels

Open Settings, then Leads and notifications. Email puts each capture in front of a person the moment it happens; the webhook posts it as JSON to any endpoint you name. They are independent, and most teams want both — the email so somebody notices, the webhook so the record lands in the system of record.

The Leads and notifications settings panel, showing two delivery channels — Email, described as where new leads land instantly, and Webhook, described as a Slack incoming webhook or any endpoint. Each has a Send test lead button.
Both channels have a Send test lead button. Use it before you rely on either — it is the cheapest way to find a wrong URL.

Email

Immediate, and the one that gets a human to look.

Webhook

JSON to any endpoint — your CRM, an automation tool, or your own service.

Point the webhook at your CRM

If your CRM accepts an incoming webhook, give it that URL and you are done. If it does not, put an automation tool in between — Zapier, Make, or n8n all take a webhook in and write a CRM record out, which is also where you map fields onto your own schema.

Direct

Any CRM with an inbound webhook or a generic HTTP endpoint.

Via automation

Zapier, Make, or n8n for anything that needs field mapping.

Send a test capture end to end

Use Send test lead and follow it all the way into your CRM. Check the fields landed where you expected and that the conversation link resolves. Discovering a mapping mistake three weeks later means three weeks of leads with missing context.

Decide who is notified

The webhook puts the record in the right place; the email puts it in front of a person. For anything time-sensitive — property, trades, high-intent B2B — use both, because a record nobody is told about waits until someone looks.

Common questions

Is there a one-click HubSpot or Salesforce app?
Not today, and we would rather say so here than have you find out after signing up. Delivery is by webhook and email, which reaches any CRM that accepts an incoming webhook directly, and the rest through Zapier, Make, or n8n. Captures are also exportable as CSV.
Can different bots deliver to different places?
Yes — the channels are configured per bot, which is what makes it workable for agencies running several clients.
What if a lead has no email address?
Then there is nothing to route. It is still recorded as a conversation and, if it was a refusal, still counts toward your content-gap report — which is the other way that moment produces value.

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