Get chatbot leads in your inbox and every tool you use

Email notifications

1. Open your bot and go to Settings → Notifications.
2. Add the email that should receive every new lead. Add teammates as extra recipients.
3. Turn on Only send when contact details were captured so you only get real leads, not every hello.

Lead emails include every answer the visitor gave, so you can call back already knowing what they need.

Send from your own email domain

Under your profile, open Email senders and connect Mailgun, SendGrid or Resend. Lead emails and visitor transcripts then come from your own address, and each bot can notify up to five people.

Leads only send from Save Data

A lead is sent to your email and integrations when the conversation reaches a Save Data block. Every path that collects a name, email or phone should end with one. See Flow Builder: saving leads.

For AI conversations, leads are sent a few minutes after the AI's first reply, so the transcript is included.

Google Sheets

1. In Settings → Integrations, click Get AppScript and copy the script.
2. In your Google Sheet, open Extensions → Apps Script, paste it, and deploy it as a web app.
3. Paste the web app URL and your sheet ID back into BotStudio and save.

Each lead adds a new row with one column per field.

Mailchimp and Klaviyo

Add your API key and list ID under Settings → Integrations. Every lead with an email address is added to that list, ready for your welcome sequence.

Make, Zapier and webhooks

Paste a Make or Zapier webhook URL under Settings → Integrations. Every saved lead is posted to it, with each answer as its own field. From there you can send leads to any CRM, a text message, Slack, a booking tool or a spreadsheet.

See every lead in BotStudio

Open Responses to see and export every lead. AI Chat Log shows full AI conversations. Reports shows how many chats start and finish.

Turn on Track lead source under Settings → General to record which page each lead came from.

Leads not arriving?

• Check the path ends in Save Data.
• Check spam and promotions folders, and add the sender to your contacts.
• If Only send when contact details were captured is on, chats without an email or phone won't send an email. They still appear in Responses.
• Test your webhook in Make or Zapier with a real submission, then map the fields.
• Make sure the field asking for email has a name that includes email.