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Lead capture template: name, phone and a request email

A short flow for when the goal is not to “chat” but to get a name and a phone. The request then shows up in contacts and the inbox.

Suitable for: Services, B2B, Experts

How it works

Step 1Greeting
Step 2Name
Step 3Phone
Step 4Thank you

What you can customize

  • Message texts and buttons
  • Fields of the “Data collection” block and format checking
  • Tags, notifications and transmission to the operator
  • Channels: Telegram, MAX, VKontakte, chat on the website
Telegram
MAX
VK
Chat on the site

Sample dialog

Bot
Leave your contact and we will send you information.
Customer
Anna
Bot
Your phone?

Three blocks and a request email

The flow is short on purpose: a “Message” explaining why to leave a contact → a name “Data collection” → a phone “Data collection” with format validation → a “Message” “Thank you, {{name}}!”. The trigger is /start; for a VK community or a website add an “Any message” trigger so the flow starts with the client’s first phrase.

The request appears in “Contacts” (a card with the phone), in “Conversations” and in the owner’s mailbox — an email about a new request goes out on the first saved phone or email. The format error text and the number of attempts are set in the “Data collection” block; two attempts are enough. How the whole flow works and which fields to ask for in what order — in the article a bot for collecting requests.

How to strengthen it: source tag, deal, operator

Three additions that turn the form into a working request channel.

  • Source tag. The deep link https://t.me/ваш_бот?start=site_footer → the “Deep link” trigger → “Action → add tag” src:site_footer. A month later “Contacts” shows where requests come from.
  • “Action → Deal in CRM” after the phone: title “Request: {{name}}”, stage “new” — a card on the kanban board in the “CRM” section. For amoCRM or Bitrix24 — an “HTTP request” to Make or n8n; a comparison of options is in the article leads from a bot to CRM.
  • An “Operator” block at the end, if a manager should reply in the same chat: the conversation gets the “operator” status and the team gets a Web Push.

One flow for all channels — Telegram, MAX, VK and the website widget. If the request needs qualifying rather than just collecting, take the “Quiz bot”. Open the template in your account.

Frequently asked questions about the template

Where does the request go?

To three places at once: a card in “Contacts” with the phone and tags, the conversation in “Conversations”, and an email to the owner on the first saved phone or email. Optionally — a deal in “CRM” via a flow action.

Can I pass the request to amoCRM or Bitrix24?

Bitrix24 has a ready-made connection in the “Integrations and API” section: a conversation event creates a lead. amoCRM has no ready-made button — the flow uses “Action → HTTP request”: a POST with contact fields and variables to Make, n8n, Albato or your server, from where the data goes to any CRM.

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