SMS Lead Capture: Collect Contact Details and Intent Through Text
The SMS agent asks for name, email, and service interest through natural text conversation and creates a CRM contact automatically. Every inbound text is a lead capture opportunity.
How It Works
Instruct the SMS agent in the AI prompt to collect specific fields during a conversation. The agent asks conversationally, records the answers, and creates a CRM contact when enough information is collected.
- Collects name, email, phone, and service interest
- Conversational flow — no form required
- CRM contact created automatically
- Partial capture if conversation ends early
- Works on inbound and outbound SMS
- Qualification tags applied from conversation
Who Uses This
Inbound text inquiries
Turn every "what are your prices?" text into a qualified lead record.
Google or social ad campaigns
Drive ad traffic to a text keyword and capture lead details via the SMS conversation.
Referral follow-ups
When a referral texts for information, the AI captures their details for your team to follow up.
Frequently Asked Questions
What happens to the collected data?
All collected fields are saved to a CRM contact record along with the SMS conversation thread.
Can I customize what fields the agent asks for?
Yes. Define the fields and question flow in the SMS agent AI prompt.