How to automate lead capture with AI

“I want to hear more” "Can you contact me?" "Where do I find more information?"

To capture new leads for your business, you have to make it easy for people to give you their information once they trust you to do so. That means meeting them where they are, whether that’s on your website, in an app or on social channels, and simply starting a conversation. An AI assistant can do that for you any time, on any channel, in any language.

Apps that support this enquiry

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Why automating lead capture is good for business

Why automating lead capture is good for business

An AI assistant helps you save money, time, speed up, be more efficient, increase engagement, improve accuracy, offer 24-hour service, personalise, increase loyalty, ultimately improve customer experience so you can automate lead capture instantly.

Start automating lead capture

Questions from your customers

Easily set up your AI assistant to respond to routine enquiries about lead capture instantly at any time of the day or night, on any channel and in any language.

“I want to hear more” "Can you contact me?" "Where do I find more information?"

Providing AI powered customer assistants to over 12,000 global businesses

EBI technology partners

Choose your template to automate lead capture

AI Studio is connected to these apps and platforms (and we’re adding more all the time), so find your go-to system and use an AI assistant to automate lead capture.

flows-make

Automate lead capture with Make

Link up your AI assistant with Make in minutes.
Make is brilliant for visual automation.

Choose Make
flows-zapier

Automate lead capture with Zapier

Link up your AI assistant with Zapier in minutes.
Zapier is brilliant for automating workflows.

Choose Zapier
flows-hubspot

Automate lead capture with HubSpot

Link up your AI assistant with HubSpot in minutes.
HubSpot is brilliant for inbound marketing.

Choose HubSpot
flows-freshdesk

Automate lead capture with Freshdesk

Link up your AI assistant with Freshdesk in minutes.
Freshdesk is brilliant for customer support.

Choose Freshdesk
flows-shipstation

Automate lead capture with Shipstation

Link up your AI assistant with Shipstation in minutes.
Shipstation is brilliant for shipping management.

Choose Shipstation
flows-zendesk

Automate lead capture with Zendesk

Link up your AI assistant with Zendesk in minutes.
Zendesk is brilliant for helpdesk support.

Choose Zendesk
flows-jira

Automate lead capture with Jira

Link up your AI assistant with Jira in minutes.
Jira is brilliant for project management.

Choose Jira
flows-trello

Automate lead capture with Trello

Link up your AI assistant with Trello in minutes.
Trello is brilliant for organising tasks.

Choose Trello
flows-mailchimp

Automate lead capture with Mailchimp

Link up your AI assistant with Mailchimp in minutes.
Mailchimp is brilliant for email marketing.

Choose Mailchimp
flows-campaign-monitor

Automate lead capture with Campaign monitor

Link up your AI assistant with Campaign monitor in minutes.
Campaign monitor is brilliant for campaign tracking.

Choose Campaign monitor
flows-email

Automate lead capture with Email

Link up your AI assistant with Email in minutes.
Email is brilliant for direct communication.

Choose Email
flows-dropbox

Automate lead capture with Dropbox

Link up your AI assistant with Dropbox in minutes.
Dropbox is brilliant for cloud storage.

Choose Dropbox

Your 3 steps to automation

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Select the template for the business app you normally use to automate lead capture and click through

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Log in to your AI Studio account or, if you don’t have one, sign up to launch an AI assistant in less than 10 minutes

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You’ll then be taken straight through to the template to link up your AI assistant with your chosen app to start automating lead capture

Coop wants to build a level of customer experience that is unparalleled in the Swedish retail marketplace. The work that EBI.AI is doing gives us a tool to build strong relationships with our customers and support them with an important part of their daily life.

Amer Mohammad

CHIEF DIGITAL OFFICER for COOP SWEDEN

Frequently asked questions

How do I launch an AI assistant so I can use this feature?

It takes less than 10 minutes to create an AI assistant using AI Studio and you don’t need any technical skill to do it. You can launch an AI assistant using only your website URL.

See also: How to use AI Studio

Where do I find the template to automate lead capture?

Click on the link to automate lead capture and you’ll land on the Flows page of AI Studio (a ‘flow’ is a question and answer set that lays out the flow of the conversation between your visitor and your AI assistant). In this case, the flow for automating returns will be open and ready for you to approve. You can edit, add or delete flows at any time.

Related templates to try:

– Automate your sign up journey
– Automate membership enquiries
– Automate customer feedback
– Automate bookings

Why do companies automate lead capture?

Organisations automate lead capture to make sure it’s easy for new customers to pass on their details in the exact moment they’re considering using your product or service, expressing their interest at any time of the night or day using the channel they prefer (website, app, social media, etc.) and also that any information they’re given in return is accurate and timely. This keeps the momentum going and gets you off to a good start for a long-lasting relationship.

How does automating lead capture benefit my customers?

When lead capture is automated, your first contact is instant and reliable information is sent in real time, letting your customers know you’re serious about providing them with a good, efficient service. This can significantly help improve customer satisfaction and increase loyalty, but at the same time, reduce your customer support costs, so you can spend more on making improvements to your offers, products and services overall.

More on these goals and metrics:

– How do you calculate your Net Promoter Score (NPS)?
– What is customer effort score (CES)?
– How do you improve your deflection rate?
– How do you improve your goal completion rate?