How is the source of a lead recorded?

Each capture link carries a reference code. It is read from the first inbound message and stored against the conversation and the contact.

Yes. Any capture link renders as a QR image for print, packaging or a shop front, with the same attribution as the digital link.

Do ad clicks work the same way?

Click-to-WhatsApp ads carry their own identifier from the platform, which is recorded on the conversation and the contact when the chat opens.

What about Facebook lead forms?

Lead forms submitted on a connected Page are captured through the same Page connection that brings in messages and comments.

Can I ask qualifying questions automatically?

Yes, with keyword rules or an automation flow, and the answers can be written to typed fields on the contact record.

Are in-chat forms available?

It happens in the conversation, not on a form, so it works the same way on every channel.

Is consent captured at the same time?

Consent is recorded with its basis, source and the wording shown, which matters most when the first contact is inbound from an ad.

Can I see which link performs best?

Each link reports clicks and conversations started, and the source is available as a segment condition for deeper analysis.

Marketing and growth

Turn a click into a conversation.

You learn which poster, link, or ad actually started the chat.

Lead capture in messaging replaces the landing page form. Instead of asking a stranger to type their details into a web form, a link or QR code opens a chat on the channel they already use, the conversation starts with a reference code that identifies the source, and the qualifying questions are asked in the conversation itself.

Per channel links with a reference code you can track
QR codes for print, packaging and shop fronts
Ad clicks and lead forms arrive as conversations
Source recorded on the contact for later segmentation

How it works.

01
Create a link
Generate a link for WhatsApp, Telegram, Messenger or Instagram. Each carries a short reference code that identifies the campaign or placement.
02
Put it where people are
Use the link in a bio, an email, an ad or a poster. The same link renders as a QR code for packaging, receipts and shop windows.
03
The code is read on arrival
When the person messages, the reference code is pulled from their first message and attached to the conversation and contact.
04
Qualify in the chat
Ask your qualifying questions in the conversation, by hand or with automation, and write the answers to fields on the contact record.

Links for every channel

Each messaging platform has its own deep link format. Generating them here means the reference code is applied consistently instead of by hand.

WhatsApp links with a prefilled first message
Telegram start parameters
Messenger and Instagram referral links
Click counts and conversations started, per link

Offline capture with QR

A QR code turns a physical touchpoint into a conversation, which is how a shop, a package or a receipt becomes a contact record with consent.

QR image for any capture link
Suitable for packaging, receipts, table cards and posters
The same reference code and attribution as the digital link

Paid and social capture

Clicks from advertising land as conversations with their source recorded, so paid traffic is not a separate reporting universe.

Click-to-WhatsApp ad clicks recorded against the conversation and contact
Facebook Page lead forms captured through the Page connection
Comments turned into private conversations by rule
Source available later as a segment condition

Qualification in the conversation

A chat can ask what a form asks, and it can stop asking when the answer is already known. Answers are written to the contact record as typed fields.

Typed custom fields on the contact
Lifecycle stage moved as the lead qualifies
Assignment to a person when a lead is worth a call
Consent recorded at capture with the wording shown

Structured in-chat forms

Native form screens inside the conversation for the fields that are awkward to collect in free text, such as an address or a delivery slot.

Multi-field forms shown by the messaging app itself
Answers written straight to the contact record
Where a channel has no forms, it asks the questions in the chat

What it does not do.

Qualifying happens in the conversation. There is no form to fill in.
A capture link cannot force consent. The basis is recorded when it is genuinely given.

Common questions

How is the source of a lead recorded?: Each capture link carries a reference code. It is read from the first inbound message and stored against the conversation and the contact.
Can I use a QR code?: Yes. Any capture link renders as a QR image for print, packaging or a shop front, with the same attribution as the digital link.
Do ad clicks work the same way?: Click-to-WhatsApp ads carry their own identifier from the platform, which is recorded on the conversation and the contact when the chat opens.
What about Facebook lead forms?: Lead forms submitted on a connected Page are captured through the same Page connection that brings in messages and comments.
Can I ask qualifying questions automatically?: Yes, with keyword rules or an automation flow, and the answers can be written to typed fields on the contact record.
Are in-chat forms available?: It happens in the conversation, not on a form, so it works the same way on every channel.
Is consent captured at the same time?: Consent is recorded with its basis, source and the wording shown, which matters most when the first contact is inbound from an ad.
Can I see which link performs best?: Each link reports clicks and conversations started, and the source is available as a segment condition for deeper analysis.

The reason a customer comes back a second time.