Calculator lead capture with the numbers attached

An inline lead form sits under the results. When a visitor submits, CalcFunnel saves their details together with every input and result, deduplicates them against your existing contacts and forwards the lead wherever you want it.

How it works

5 steps, start to finish

  1. Choose the action

    In the customizer’s Action tab pick “Lead form” (or Get a Quote, Share, or a plain CTA button that links anywhere).

  2. Pick the fields

    First name, last name, phone, email, notes and a consent checkbox are available. Rename the title, caption and button.

  3. Visitor calculates, then submits

    Results update as they type. The form sends their details plus every number they saw.

  4. Deduplicated into your CRM

    CalcFunnel looks for an existing contact by email, then phone. New people become new leads; returning people get the new calculation appended to their history.

  5. Forwarded by webhook

    If a webhook URL is set for that calculator, the lead is posted there too. A webhook failure never blocks capture — the lead is already saved.

The details

What you get with lead capture

  • Full calculation history

    Every submission appends inputs and results to the contact’s Calculator tab, so you can see that a lead ran the FHA calculator at $385,000 before calling them.

  • Deduplication that respects your data

    Matching by email first and phone second stops the same buyer becoming five contacts because they tried five calculators.

  • Source attribution

    New leads are tagged with the calculator’s name as their source, so reporting shows which calculators produce conversations.

  • Consent field built in

    A consent checkbox is one of the default fields. You write the wording your compliance team approves.

  • Never breaks on a bad webhook

    Capture completes first; forwarding is best-effort. A slow or failing endpoint can’t cost you the lead.

  • English or Spanish

    The form, labels and messages follow the calculator’s language setting.

CalcFunnel lead form vs generic website form

CapabilityCalcFunnel lead formGeneric website form
Knows what the visitor calculatedYes — every input and resultNo
Deduplicates contactsBy email, then phoneUsually not
Tags the source calculatorAutomaticallyManual UTM set-up
Forwards to your CRMPer-calculator webhookDepends on the plugin

FAQ

Lead capture: your questions

Straight answers about lead capture — plans, limits and how it behaves.

Still stuck? Ask the team — we reply within one business day.

Q.01What information does a calculator lead include?
The fields you enabled (by default first name, last name, phone, email, notes and consent) plus every input and result from the calculation the visitor ran, the calculator’s name and the time of submission.
Q.02Where do captured leads go?
Into your CalcFunnel CRM as a contact, immediately. If you set a webhook URL for that calculator, the same lead is also posted to that URL — HighLevel, Zapier, Make or your own endpoint.
Q.03What happens when the same person submits twice?
CalcFunnel matches the submission to an existing contact by email address first, then phone number. If it finds one, the new calculation is appended to that contact’s history instead of creating a duplicate.
Q.04Can I use a lead form on the Free plan?
Yes. Lead capture and the built-in CRM are included on every plan. Forwarding leads by webhook needs Pro or Business.
Q.05Do I need a consent checkbox?
If you or your client will call or text leads, you very likely need clear, specific consent. The form includes a consent field whose wording you control. Read our lead-form compliance checklist and confirm the wording with your compliance advisor.
Q.06Can the calculator show a button instead of a form?
Yes. The Action tab offers a lead form, a Get a Quote form, a Share panel (link, social, send to a friend) or a simple call-to-action button pointing at any URL, such as your application portal.
Q.07Will a webhook outage lose leads?
No. The contact is saved in CalcFunnel before forwarding is attempted, and forwarding failures are swallowed so the visitor still sees a success message.
Q.08How many leads can I capture?
Free stores up to 100 contacts, Pro up to 10,000 and Business is unlimited. See pricing for the full limits.

Turn on lead capture in minutes

Included with 188 calculators. Start on the free plan, upgrade when the leads prove it.

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