Lead capture

Capture the details your team needs before the lead goes cold.

InstantDesk turns website chats into structured lead records with contact details, service interest, urgency, and follow-up status.

Clear offer

Lead capture that feels like a conversation

Solution

InstantDesk captures leads conversationally, then sends clean records into a Google Sheet CRM for follow-up.

Problem

Forms are often too rigid and calls are easy to miss. High-intent visitors need a faster way to explain what they need.

Custom lead fields

Qualification questions

Email alerts

Google Sheet CRM rows

Lead source tracking

Follow-up status fields

How it works

Map the questions, services, routing rules, and lead fields your team needs.

Launch website chat with approved answers, live handover, and Google Sheet CRM capture.

Tune replies, follow-up timing, and review request workflows from real conversations.

Example use cases

Use case example

A homeowner asks about an urgent job. InstantDesk collects location, phone, service type, and timing before alerting the team.

Qualify visitors by service, location, budget, or urgency.

Send new leads to the right person quickly.

Keep every website inquiry visible in one simple sheet.

FAQ

Can the lead fields be customized?+

Yes. Fields should match the details your team actually needs to follow up.

Can leads be scored?+

Growth and Scale workflows can include simple scoring based on urgency, service type, and fit.

Can leads trigger SMS follow-up?+

Yes. Lead capture can connect to SMS follow-up workflows.

Book a personalized demo and we will map the exact website chat, lead capture, follow-up, and CRM flow for your business.