A lead generation chatbot that answers first and qualifies second
Visitors share their details once their questions are answered. IotaBot answers from your content, collects details with in-chat forms, qualifies with branching questions, and sends every lead to your team or your CRM.
- In-chat forms
- Website, WhatsApp, Instagram
- Webhook to your CRM
Lead generation chatbot with IotaBot: at a glance
IotaBot collects lead details with forms shown inside the chat, with multi-step flows and conditional branching.
Form fields include text, email, phone, number, date, select, checkbox, file upload, OTP verification and GDPR consent.
A form submission can call your webhook, so leads reach your CRM or sheet automatically.
A form can create a support ticket from the answers, routed to the right team member.
Captured contacts are saved for later WhatsApp and email campaigns.
The same assistant runs on your website, WhatsApp and Instagram DMs.
Get started in three steps
- 1
Train it on your business
Your website and documents become the knowledge it answers from.
- 2
Add a lead form
Start from a template — contact, site visit, appointment — or build your own with branching.
- 3
Route the lead
Send it to your webhook, raise a ticket for sales, or hand the chat to a person live.
Everything between “hello” and a qualified lead
Forms inside the chat
Multi-step forms with branching — “if budget is over X, ask about timeline”.
Verified details
OTP fields confirm phone or email; GDPR consent is a first-class field.
Quick-action buttons
Put “Book a demo” or “Get a quote” one tap away on the welcome screen.
Send leads anywhere
Each submission can call your webhook — CRM, sheet or your own backend.
Live handoff
Hot leads go to a person in real time, with everything they already said.
One bot, three channels
Website chat, WhatsApp and Instagram DMs share the same knowledge and rules.
Lead funnels teams build with IotaBot
Quote requests
Answer the questions, then collect specs and contact details in one form.
Site visits and appointments
Templates for site visits and appointments, routed to the right team.
Loan and insurance enquiries
Multi-step forms with branching and file uploads for documents.
Demo bookings
Qualify by company size, then hand the best leads straight to sales.
Lead generation chatbot: frequently asked questions
Still have a question? Talk to us or try the live demo.
Can the chatbot qualify leads, not just collect them?
Yes. Forms support conditional branching, and plain-English bot rules guide what the assistant asks before your team steps in.
How do leads get into my CRM?
Each form submission can call a webhook you configure. Developers can also receive every conversation and form event through the IotaBot API and webhooks.
Does it work on WhatsApp and Instagram too?
The same assistant, knowledge and rules answer on WhatsApp and Instagram DMs. In-chat forms run in the website widget.
Are there ready-made lead forms?
Yes — templates include contact/enquiry, site visit, appointment, loan application, insurance claim and more, all editable.
Lead generation chatbot: guides and how-tos
Related solutions
Try IotaBot for Lead generation chatbot
Start free, train it on your content, and see it answer in minutes.