Lead Capture

Turn website visitors into leads with contact forms, demo request popups, and newsletter signups. Route submissions directly into a Leads workflow to track prospects through your sales pipeline.

Contact Form

Replace generic contact pages with a styled inline form that matches your brand.

Setup

1. Go to Widget Builder → Create Widget
2. Choose the Contact template
3. Set widget type to Inline
4. Configure fields: name (required), email (required), company (optional), message (required)
5. Customize colors and fonts to match your site
6. Publish and embed

Embed on Your Contact Page

<div id="contact-form">
  <script
    src="https://userhero.co/widget.js"
    data-widget-id="YOUR_WIDGET_ID"
    data-type="inline"
    data-container="contact-form"
    defer
  ></script>
</div>

Route to Leads Workflow

Set up an intake rule:

Every contact form submission becomes a Leads workflow item assigned to your sales team.

Demo Request Popup

Show a popup offering a demo when visitors spend time on your pricing or feature pages.

Setup

1. Create a new widget with the Contact template
2. Set widget type to Popup
3. Customize the heading: "Want a personalized demo?"
4. Configure fields: name, email, company size (dropdown)
5. Set trigger rules:
   • Page targeting: Pricing page, feature pages
   • Scroll trigger: After scrolling 60% of the page
   • Frequency: Once per user per 7 days
6. Publish and embed

Tips

• Use scroll triggers on long feature pages — the visitor has shown interest
• Set a frequency cap so returning visitors aren't repeatedly interrupted
• Route to Leads workflow with intake rule: Template = contact, Text contains "demo"

Newsletter Signup

Capture email subscribers with an exit-intent popup offering valuable content.

Setup

1. Create a new widget with the Contact template
2. Set widget type to Popup
3. Configure fields: email only (keep it minimal)
4. Customize the heading: "Get weekly product tips"
5. Set trigger rules:
   • Exit intent: Trigger when cursor moves toward browser close/back
   • Page targeting: Blog posts, resources pages
   • Frequency: Once per user per 30 days
6. Publish and embed

Tips

• Minimal fields — email only maximizes conversion
• Offer a value exchange in the heading (tips, guide, discount)
• Target blog readers since they're already engaged with your content
• Use text match intake rules to distinguish newsletter signups from other contact submissions

Integrating with Your CRM

Lead capture submissions arrive in your feedback inbox and can be routed to the Leads workflow. From there:

1. Items move through the Leads pipeline: New → Contacted → Qualified → Proposal → Won/Lost
2. Use sync adapters to push leads to your project management tools
3. Set up Slack notifications to alert your sales team on new leads
4. Use webhooks to send lead data to your CRM

Next Steps