How do I capture leads from my tour operator chat?

Start inside your Chatref agent dashboard. Open the agent you use for tour inquiries, go to the Lead Capture tab, and toggle it on. The default form collects name, email, and phone – but you can add custom fields like “Preferred destination” or “Travel dates” to fit your booking process.

When a visitor asks a question and the agent resolves it, the form appears naturally right in the chat. The lead details are saved to your conversation inbox instantly.

Don’t just collect contact info – qualify the lead while they’re already engaged. With Chatref’s custom actions, you can build a short interactive flow that asks:

• Group size and traveler ages
• Trip budget or accommodation preference
• Must-see attractions or activity style

Set it up once per agent: define the questions, the acceptable answers, and where the data should go next. Your AI asks the questions, the visitor replies in-chat, and you wake up to qualified tour leads every morning.

Timing is everything. Let your AI answer the initial question first – about pricing, itineraries, or availability – then surface the email request as a natural next step. In Chatref, you can configure the lead capture prompt to appear after the AI provides a helpful answer, with a message like “Happy to send a custom quote – where should I email it?”

That simple swap routinely lifts email collection rates because the visitor already received value.

Don’t let leads sit in a spreadsheet. Use Chatref custom actions to POST the captured data to your CRM’s webhook URL as soon as the form is submitted. The payload can include name, email, answers to qualifying questions, and the full chat transcript.

Because all Chatref plans include unlimited actions with no per-bot fees, you can route leads for every tour type – city walks, multi-day treks, private transfers – into separate pipelines.

What information should I collect from leads?

Start with name, email, and phone, then add fields that help you qualify the inquiry: travel dates, group size, preferred destinations, budget range, and special interests (e.g., food tours, outdoor adventures). Chatref’s custom forms let you tailor the fields per agent, so you can ask different questions for walking tours vs luxury safaris.

How do I integrate lead capture with my CRM?

Chatref custom actions can send lead data to any CRM that accepts a webhook. Grab the webhook URL from your CRM (like HubSpot, Salesforce, or Pipedrive), paste it into the custom action endpoint setting inside Chatref, and map the fields you collect to the CRM properties. No coding required – a one-time setup that runs automatically after every lead submission.

Can I automate follow-up emails for captured leads?

Yes. When a lead is captured, Chatref can trigger a webhook that starts an automation in your email platform – Mailchimp, ActiveCampaign, SendGrid, or any tool with a webhook listener. The lead’s email and qualifying answers are sent in real time, so they receive your booking confirmation, trip guide, or nurture sequence within seconds.