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How a Lead Is Captured

A lead reaches your leads table, your inbox and your ClickUp list only when something writes it and that destination is switched on. Two things write one: a workflow's End node, the moment the run reaches it, and automated lead tracking, which reads the transcript when the conversation ends. Both reach the same three destinations.

Path 1: a workflow reaches an End node End node Goal Tracking decides which arrow is taken. Default: None The leads table A row in your dashboard, plus a lead in Analytics. Save to the leads table Email notification Sent to the addresses on the Lead capture tab. Send to your lead integrations A ClickUp task Created in the list you picked, Growth and above. Send to your lead integrations Path 2: the conversation ends, with Automated Lead Tracking on Session ends A model reads the transcript and extracts the configured fields. Skipped if any are missing. Reaches the same email and ClickUp destinations, independently of the switch on any workflow.
One End node, up to three destinations. Each is enabled separately, and “Send to your lead integrations” with no integration enabled does nothing at all.

Send Every Lead to All Three Destinations#

Switch each destination on separately on the bot's Lead capture tab. A lead reaches only the ones that are on:

DestinationWhat arrivesPlan
The leads tableA row on the bot's Leads pageAll plans
Email notificationA message to the addresses you listStarter and above
ClickUp taskA task in the list you chose, titled New Lead: <name>Growth and above
Booked Goal Tracking (Optional) Save to the leads table Saves the lead to this bot's Leads page only,with no email and no ClickUp task. Completion Status Success Return Payload { "booked": " slot" } Let the assistant read this payload Done
The End panel. Goal Tracking is the setting that decides whether the run leaves anything behind, and it defaults to None.

Goal Tracking on the End node decides what a finished run leaves behind. Pick by where you want the lead:

You wantSet Goal Tracking toWhat it will not do
It in your inbox, your ClickUp list and your leads tableSend to your lead integrationsReach anything switched off on the Lead capture tab
It on the Leads page and nowhere elseSave to the leads tableSend an email or create a ClickUp task
Nothing at allNoneAnything. This is the default

Name the Fields so They Arrive Filled In#

Name the three contact fields exactly name, email and phone. Every destination reads bare state keys, and on a Form node the Field ID sets the key rather than the label: a field labelled "Your email address" fills the Email column and the {{email}} slot only when its id is email. A value namespaced under a node label, such as Ask_for_details.email, does not match {{email}}.

Where each field lands:

FieldLeads tableEmailClickUp
nameYesYesYes, as the task title
emailYesYesYes
phoneYesYesNo
summaryOn the recordYesYes
urlOn the recordYesYes
utmOn the recordNoYes
Any other name in Lead fieldsOn the recordYes, under that name, when answeredNo

The leads table also accepts firstName in place of name and msisdn in place of phone, and reads chatId for the link to the conversation. An unset name is stored as Unknown and an unset email as unknown@example.com. A value the table does not read is still kept on the lead record and appears in a CSV export.

Automated lead tracking supplies summary, url and utm, and they never appear on the workflow-driven path. To send one of them from a workflow, set it with a Function node in Update / Override Data mode before the End node.

Give Every Ending Its Own End Node#

Capture a lead: the whole workflow Start FlowStart NodeChatbot TriggerAsk for their detailsForm Input3 Fields ConfiguredThank themChat MessageThanks name, we will call you.Lead capturedEnd NodeThey closed the formEnd NodeField ids: name, email, phoneSave to the leads tableCompletion status: Failure
The lead-capture workflow end to end. The Cancelled port is the one most workflows leave empty, and it is the one a visitor who closes the form takes.

Finish each branch at its own End node, and give a Form node's Cancelled port one with Goal Tracking None and Completion Status Failure. A visitor who closed the form then produces no notification about a lead you do not have.

Check This When a Lead Arrives Empty#

A missing field never stops the lead. On the workflow-driven path, any field the workflow did not set is substituted with the text Not provided before the template runs, and the integration reports success. The email notification is the exception: those fields reach it empty.

Saving a workflow that sends a lead without setting the fields it needs opens a dialog reading "Saved, but this lead will arrive empty", and it names the fields. The workflow saves either way.

Missing Connections You have un-connected node ports. TheChatbot relies on End Nodes to know when aworkflow finishes. Infinite Loop Detected This flow contains a cyclical loop. Theengine enforces a maximum of 100 stepsbefore it kills the workflow. Form Fields Shared With the AI email, phone in Ask for their details. The assistant canread these and may repeat them in the chat.
The three badges. The first two describe a workflow that will misbehave; the third describes one that works exactly as drawn and shares personal data doing it.

Common Questions#

My Form Ran but There Is No Lead. Why?#

Check the End node the run finished on. Goal Tracking set to None records nothing, and a workflow with several End nodes may have finished on a different one than you expected. A contact on the suppression list reaches no destination, and the execution trace says so.

Why Is My Conversation Count Higher Than My Lead Count?#

A conversation is a billing unit and a lead is a record with contact details. Most conversations are questions and produce no lead.

Can I Capture a Lead Without a Form?#

Yes. The assistant can extract details as workflow parameters, and automated lead tracking can write a lead from the transcript. A value mentioned in passing can be recorded incorrectly, so use a form for details you intend to act on.

Does a Lead Include the Conversation?#

The leads table keeps the conversation timeline beside the record, so you can read the transcript before calling the lead back.

Are Files Uploaded in a Form Kept With the Lead?#

Yes. A file uploaded in a Form node is attached to the lead record and appears in the Files column.

Where Do I Change the Email Subject or the ClickUp List?#

Behind the gear on that integration's row in Automated Lead Tracking, on the bot's Lead capture tab. Reconfigure clears the current setting and reopens the setup.