Engage

Lead forms

Build hosted forms that collect leads, enrich them with call data, and forward them to your systems.

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Lead forms let you build hosted forms that collect leads and tie them to an agent. Every submission is stored in Chatley, can be enriched with call data when it's linked to a call, and can be forwarded to your own systems in real time with Webhooks.

Around the page

Tab	What it does
Forms	Your forms. Use Copy link to share a form's hosted page, or Preview to see what a visitor sees.
Leads	Everyone who has submitted a form, with their answers and any call details.
Send leads to other tools	Forward each new lead to your CRM or automation. See Webhooks.

Create a lead form

1. Open Lead forms under Engage in your workspace.
2. Create a new form and give it a name (internal) and a title (shown to visitors).
3. Attach the agent this form belongs to.
4. Customise the form's look and copy:
   • Description and button text
   • Success message shown after a visitor submits
   • Theme colour to match your brand

Add custom fields

Beyond the built-in name and phone, you can add your own fields to collect exactly the information you need. Each custom field has:

• a label (what the visitor sees),
• a type — text, number, or email,
• an optional placeholder, and
• a required toggle.

tip

Keep forms short. Every extra required field lowers completion — ask only for what you'll actually use.

What a submission contains

Each lead submission records the visitor's name and phone, anything you collected in custom fields (under customData), and — when the lead is linked to a call — extra call enrichment:

Field	Description
summary	A short summary of the call.
transcript	The full call transcript.
recordingUrl	Link to the call recording.
durationSeconds	Call length in seconds.
cost	Call cost.
endedReason	Why the call ended.

Forward leads automatically

To push each new lead to a CRM, a Zapier/Make automation, or your own API, add a webhook. Chatley sends every submission as an HTTP POST the moment it's captured.

• Webhooks — set your endpoint URL, test it, and go live.

If you would rather build Zaps than handle raw webhooks, point the webhook at a Zapier Catch Hook URL — see Using with Zapier.

Next steps

• Webhooks — forward captured leads in real time.
• Agents — configure the agent behind your forms.