Automation
How do I capture leads from support chats in SaaS?
Capture leads from support chats by embedding an AI agent that asks for contact details at the right moment and passes them to your CRM. Chatref’s lead capture turns curious support visitors into warm leads, while custom actions let you qualify and route them automatically - all inside the same conversation.
Turn Every Support Chat into a Lead Opportunity
Every product question or feature curiosity in your support chat is a chance to generate a lead. With Chatref, you don’t need a separate chatbot for sales. The same agent that answers support from your own docs can also capture leads at the right moment – automatically asking for an email or triggering a qualification form when a visitor shows buying intent. That way, lead generation in support happens without a manual handoff, and no conversation thread is left unmined.
Use Custom Actions to Qualify and Score Leads
Not every chat is a hot lead, so automatically qualifying helps your sales team focus. Chatref’s custom actions let you design in-chat forms that ask for budget, team size, or timeline – right when the conversation signals intent. Based on the answers, you can auto-tag conversations (trial-ready, high intent, pricing enquiry) and route them accordingly. This turns ordinary converting support interactions into a structured chat-to-lead pipeline with zero extra tooling.
Seamlessly Hand Off Leads with the Shared Inbox
When a visitor completes a lead form, your sales team sees it instantly in the shared inbox, complete with the full chat history. There’s no need to switch tools or copy-paste context. Agents can take over the thread from within Chatref, answer follow-ups, and close deals faster – all while the support AI continues to handle routine questions on its own.
FAQ
How to qualify leads from support chats?
Use in-chat qualification forms built with custom actions. Ask about company size, current tooling, or purchase timeline, then auto-tag the conversation based on answers. High-intent leads can be routed to sales and lower-priority ones kept with support, so your team always works the hottest opportunities first.
What are the best lead capture tools for SaaS?
Chatref is purpose-built for SaaS support, with native lead capture, no-code custom actions, and a shared inbox for handoffs – all on a pay-as-you-go model with no per-seat fees. Intercom and HubSpot’s chatbot are also popular, but Chatref unifies support and lead gen in one agent grounded in your own product docs, keeping answers accurate and context complete.
How to integrate lead capture with CRM?
With Chatref’s custom actions, you can set up a webhook that fires when a lead form is submitted. It passes captured details (name, email, qualification answers) directly to your CRM – Salesforce, HubSpot, or any other – without code. Leads appear in your CRM immediately, still attached to the full support conversation for follow-up.
Put this into practice
Chatref answers your customers from your own content, day and night. Add it to your site and go live in minutes – free to start.