Overview

The Lead Capture feature makes it easy to automatically import new leads from emails directly into your contact list, eliminating manual data entry and speeding up client engagement. This helps you stay efficient and maintain momentum in your outreach efforts.


Setting Up Lead Capture

  1. Navigate to Lead Capture:
    • In Campaigns, go to My Contacts → Lead Capture.

  1. Create a New Inbox:
    • Enter a name for your new lead source.
    • Click on Create Lead Capture Inbox.
  2. Select a group to associate the leads with. 
    • Any new lead coming from that inbox will be automatically added to the group.
    • If you auto-subscribe the group to a campaign, new contacts from the Lead Capture inbox will immediately enroll in the campaign.
  1. Forward New Leads:
    • Once your Lead Capture Inbox is created, you can forward lead notification emails from third parties directly to the inbox email address. The system will automatically process the content and add the contact to your list.


Tips and Best Practices

  • Forward lead emails as they arrive to ensure quick data capture.
  • Regularly review your contacts to confirm accuracy and ensure no unintended data from signatures or noisy content was captured.
  • Create separate inboxes for different lead sources to keep your data organized.


Important Notes

  • There is currently no limit on the number of Lead Capture inboxes you can create. However, this may change in future updates.
  • Be mindful that signature information in forwarded emails may be mistakenly captured as contact details.
  • The system will process incoming emails within a few minutes and add the extracted data (name and email) to your contacts.
  • If an email contains multiple contacts, only the first one will be captured.
  • The tool does not process data from attached files (like PDFs or .txt files) and only extracts information from the email body.
  • The tool supports basic HTML formatting but does not capture multiple emails or attachments within one message.


For more information and advanced usage tips, please reach out to support.