What this workflow does
Greets every brand-new visitor, asks for their name then email, and saves them as a lead.
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Lead GenerationBeginner4 nodes
Lead Capture — Basic
Greet visitors and collect name, email, phone. Saves as a lead automatically.
Use this templateRead-only preview
When to use it
You want every first-time visitor on the website to be turned into a contact record before they leave.
What triggers it
Visitor Arrives
Information it collects
name, email
Actions it performs
Ask Name · Ask Email · Save Lead
Systems it requires
No external commerce platform is required.
Read-only preview
Read-only workflow preview
This simplified layout represents the template’s real nodes and connections. It is not the full executable editor.
Trigger
Visitor Arrives
session start
Next step: Ask Name
Action
Ask Name
collect input
Next step: Ask Email
Action
Ask Email
collect input
Next step: Save Lead
Integration
Save Lead
capture lead
Node configuration, credentials, internal endpoints, and secrets are intentionally not shown.
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