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SalesVersion 1.0.0Low

Lead Capture

Captures and validates new leads from various sources. Use when a contact request, quote request, or form arrives.

Pack: Leads & Sales
Download .zipInstall on my agent · Lead Capture Agent

Procedure

  1. 1Extract available data: name, email, phone, company, source
  2. 2Validate the data: formally valid email, plausible phone, consistent postal data
  3. 3Ask only for missing fields, in a single short message
  4. 4Record the lead in the CRM with source and date
  5. 5Return acquisition confirmation and next step

Rules

  • · Consent: always record the data origin and the consent basis
  • · Never buy or enrich lists: only data provided by the contact
  • · GDPR: retention and legal bases for B2B leads must be verified before export

Expected output

Lead card (name, company, email, phone, source, missing fields) + CRM confirmation

When not to use it

  • · The contact is already in the CRM: update (Profile Enrichment), do not duplicate
  • · Request that is actually post-sales support: route to Support Agent

Example requests

«I am Marco Bianchi from Bianchi Srl, I would like a quote for 300 chairs»