Leads in Flora AI

Markdown

View as Markdown

Leads are one of the most powerful outcomes of using the Flora AI platform. As your chat agents interact with visitors, Flora AI can capture key information and turn those conversations into actionable leads for your business.

This article explains how lead collection works in Flora AI and how to send that data to your CRM or other platforms using a Lead Webhook URL.

How Flora AI Collects Leads

Flora AI can collect and attribute lead data to users in two main ways:

  1. Lead form before the chat conversation

  2. In-chat data collection during the conversation

You can use either method on its own or combine both for more complete lead profiles.

1. Lead Form Before the Chat Conversation

This is the “typical” lead generation form that appears before a chat session starts.

How it works

  • A form is displayed to the user before they can begin chatting.

  • The form usually asks for basic contact details such as:

  • Name

  • Email address

  • Phone number (optional, depending on your setup)

  • Once the user submits the form, the chat session begins.

  • The submitted information is stored as lead data and associated with that user’s conversation.

When to use this method

Use a pre-chat lead form when:

  • You want to ensure you always capture at least one contact detail before offering support or information.

  • You need to qualify visitors before they reach your team.

  • You want a simple, predictable way to collect leads without customizing the chat flow.

2. In-Chat Data Collection

In-chat data collection allows your chat agent to ask for information during the conversation instead of (or in addition to) a pre-chat form.

How it works

  • The chat agent is configured to ask specific questions as part of the conversation, such as:

  • “What’s your email so we can send you more details?”

  • “Can I get your full name?”

  • “What company do you work for?”

  • The user’s responses are extracted from the conversation.

  • Flora AI identifies and stores these responses as structured lead data.

  • This data can then be sent to your CRM or any other platform for follow-up.

Benefits of in-chat collection

  • Feels more natural and conversational for the user.

  • Allows you to ask for information at the right moment (e.g., after the user shows interest).

  • Lets you collect more detailed data over time, not just at the start.

When to use this method

Use in-chat data collection when:

  • You want a more personalized, less intrusive experience.

  • You need to collect different types of information depending on the conversation.

  • You want to gradually qualify leads instead of asking for everything upfront.

Sending Leads to Other Platforms with a Webhook

Once Flora AI collects lead data (from either method), you can automatically send it to your CRM, marketing tools, or any external system using a Lead Webhook URL.

What is a Lead Webhook URL?

A Lead Webhook URL is an endpoint provided by another platform (such as your CRM) that can receive data via HTTP requests. When a new lead is collected, Flora AI sends the lead data as a JSON payload to this URL.

How to configure the Lead Webhook URL

  1. In the platform you want to send data to (e.g., your CRM), create or locate a webhook/endpoint URL that accepts incoming data.

  2. Copy the generated URL.

  3. In Flora AI, locate the Lead Webhook URL setting for your agent or account.

  4. Paste the URL into the Lead Webhook URL field.

  5. Enable or save the setting.

Once enabled, every time a new lead is collected, Flora AI will send an HTTP request with the lead data to that URL.

Lead Webhook Request Details

When a new lead is collected, Flora AI will:

  • Send an HTTP request (typically POST) to the configured Lead Webhook URL.

  • Include the lead data in the request body as JSON.

A typical JSON payload might look like:

{  "name": "Jane Doe",  "email": "[email protected]",  "phone": "+1-555-123-4567",  "source": "flora_ai_chat",  "conversation_id": "abc123",  "timestamp": "2026-03-12T10:15:30Z",  "additional_fields": {    "company": "Example Corp",    "interest": "Product Demo"  }}

Note: The exact structure and fields may vary depending on your Flora AI configuration and what data you choose to collect.

Best Practices

  • Decide on your strategy: Use a pre-chat form for guaranteed basic contact info, and in-chat questions for deeper qualification.

  • Ask only what you need: Too many questions can reduce completion rates; focus on the fields that matter most.

  • Test your webhook: Use a test lead to confirm your CRM or platform is receiving and processing the JSON correctly.

  • Map fields in your CRM: Ensure the fields sent from Flora AI (e.g., name, email, phone) are mapped to the correct fields in your destination system.

By combining pre-chat lead forms, in-chat data collection, and the Lead Webhook URL, Flora AI can seamlessly turn conversations into structured leads ready for follow-up in your existing tools.

Was this article helpful?

Still need help?

Contact us

Chat Agent