Lead Capture & Social Visitors
How every conversation becomes a contact — and every contact becomes a lead
DC CRM doesn't wait for someone to fill out a form. The moment a person messages your AI agent on Instagram, Facebook, WhatsApp, Telegram, or your website chat, a record is created for them automatically — with whatever identity the platform shares. From there, one simple rule decides where they live in your CRM.
Every Conversation Is Already a Contact
No setup, no Zapier, no exports. Each channel hands over a different slice of identity, and DC CRM saves it on first contact:
Social Visitors vs. Leads — The One Rule
The CRM has two tabs: Social Visitors and Leads. The rule that separates them is deliberate:
👤 Social Visitor
We know who they are on the platform — a handle, a profile, a chat history — but no way to reach them outside it. An Instagram handle or Facebook ID alone is not a lead: you can't email it or call it.
⭐ Lead
A name plus an email address or a phone number (either one qualifies). Now your team can actually follow up — email, call, WhatsApp — and the record moves to the Leads tab with full pipeline features.
And the move is automatic: the instant a visitor shares an email or phone — through the interview, the website form, or just typing it in chat — their record graduates from Social Visitors to Leads. Nothing to click, nothing to migrate.
The Conversational Lead Interview
On social channels there are no form fields — so your AI agent conducts the capture as a natural chat. When the moment is right (someone shows buying intent, asks for a quote, wants the team to reach out), the agent offers with tappable buttons: "Yes, connect me" / "No, thanks". Only users who opt in are ever asked anything.
Built-in manners (and guardrails)
WhatsApp: The One-Question Interview
WhatsApp already knows your customer's name and number, so the interview shrinks to a single question:
Ravi's lead is complete with his WhatsApp name and number — the email was optional garnish. One question, zero friction, and your team can call him five minutes later.
The Website Chat Form
On your own website the agent uses a proper form instead of an interview: when the conversation reaches the capture moment, a clean in-chat form appears asking for name, email, phone, and company. One submit and the lead lands in the CRM — same rule, same pipeline, same transcript.
The agent also listens while chatting: if a visitor simply types their email or phone number mid-conversation, it's captured automatically — no form needed.
Automatic Capture via DC Calendar Appointments
Booking an appointment is the ultimate high-intent lead conversion. When any visitor schedules a meeting — via the inline web chat calendar, a direct booking link, or a social messaging button (WhatsApp, Instagram, Telegram):
What Gets Recorded on Every Lead
Where to Go from Here
- ▸ Slice and save those leads as one-click segments in Audiences & Follow-ups.
- ▸ Manage and filter captured leads in the Lead Management table.
- ▸ Work them through your pipeline on the Kanban board.
- ▸ Dig into a lead's transcript and history in the Lead Inspector.
- ▸ Sync qualified leads to Zoho or another external CRM with Advanced Features — your social visitors stay logged in DC CRM either way.
- ▸ See comment → conversation → lead conversion per post in the Meta Agent guide.