Capture, route, and respond to website inquiries instantly with intelligent automation that ensures no opportunity falls through the cracks.
Every day, potential customers submit inquiries through your website—contact forms, support requests, demo requests, and general questions. But what happens next often determines whether you win or lose that customer.
These delays and inefficiencies cost businesses thousands in lost revenue. Research shows that responding to leads within 5 minutes increases conversion rates by 900% compared to waiting 30 minutes. Yet most businesses still rely on manual processes that guarantee slow responses.
Salesboom's Web-to-Lead and Web-to-Case automation eliminates these bottlenecks entirely.
Higher conversion with 5-minute response
Automated capture and response
Leads fall through cracks
Automated routing
Salesboom's Web Capture tool transforms your website into a 24/7 lead and case generation engine. The moment someone submits a form on your site, sophisticated automation rules instantly capture the data, route it to the right person, and send personalized responses—all without human intervention.
This isn't basic form forwarding. It's intelligent automation that analyzes each submission based on criteria you define, then executes the perfect response workflow automatically.
Visitor submits inquiry on your website
Data captured in CRM immediately
Rules engine evaluates criteria
Assigned to right person
Personalized email sent
Every sales inquiry submitted through your website is automatically captured as a lead in Salesboom CRM with complete data integrity. No more manual data entry, no more leads lost in email inboxes.
Sales teams receive real-time notifications so they can respond while the prospect is still engaged, dramatically improving conversion rates.
Support requests submitted via your website are automatically converted into service cases with intelligent routing that gets them to the right expert immediately.
Support managers gain complete visibility into all web-originated cases, response times, and resolution metrics—enabling data-driven process improvements.
The real power lies in Salesboom's flexible response rules engine. You define the criteria, and the system executes the perfect response automatically—every single time.
Setup unlimited response rules that determine which email template to use based on any combination of criteria. The system analyzes each incoming submission and automatically selects the appropriate template from your library.
This ensures every inquiry receives a relevant, personalized response that addresses their specific situation—automatically.
Email templates can include dynamic merge fields that automatically populate with data from the form submission. Address recipients by name, reference their specific inquiry details, include relevant product information, and provide personalized next steps.
The result: responses that feel hand-crafted, not automated. Customers receive acknowledgments that demonstrate you understood their request and are taking appropriate action.
Complex scenarios can trigger multiple email templates in sequence. For example, send an immediate acknowledgment to the customer, then automatically notify the assigned sales rep with different information, and alert the sales manager if it's a high-value opportunity.
You control the timing, recipients, and content for each step in the workflow.
Intelligent routing ensures leads and cases reach the team member best equipped to handle them—automatically.
Route leads to sales reps based on territory, zip code, state, or country. Ensure local representatives handle inquiries from their regions.
Route high-value opportunities to senior sales staff while distributing smaller leads to inside sales teams based on deal size or company revenue.
Direct inquiries to specialists based on product interest, ensuring customers connect with reps who have deep expertise in their area of need.
Distribute leads evenly across your sales team or rotate assignments to prevent overburdening individual reps while maintaining fairness.
Recognize existing customers and route their inquiries to their assigned account manager, maintaining relationship continuity.
Define escalation paths that automatically reassign cases if SLA thresholds are breached or if initial agents can't resolve issues.
Not all web capture tools are created equal. Here's what sets Salesboom apart from basic form forwarding solutions.
Create as many automation rules as your business requires—no artificial limits or per-rule pricing that other platforms impose.
Use any combination of form data, CRM data, and custom criteria to trigger rules—not limited to basic field matching.
Web capture is part of a unified platform that manages the entire customer lifecycle—not a standalone tool requiring separate integrations.
Zero delay between form submission and automation execution—instant capture, routing, and response without queues or batch processing.
Business users can create and modify rules without IT involvement or coding skills—accessible through intuitive control panel interface.
Complete tracking of every submission, which rules fired, what actions were taken, and all subsequent activity—full transparency and accountability.
Web-to-Lead and Web-to-Case automation are standard features, not expensive add-ons—more capability at lower total cost of ownership.
Website forms often capture sensitive customer information. Salesboom implements multiple layers of security to protect this data throughout the capture and processing workflow.
All form submissions use SSL/TLS encryption during transmission from your website to Salesboom servers, preventing interception.
Input validation prevents injection attacks and malformed data from compromising system integrity.
Granular permissions ensure team members only access leads and cases appropriate to their role and responsibilities.
GDPR, CCPA, and other privacy regulation compliance features built into data capture and processing workflows.
High-availability architecture ensures continuous operation—your web forms keep capturing even during maintenance windows.
Continuous monitoring and regular third-party security assessments maintain the highest protection standards.
Salesboom's web automation doesn't exist in isolation. It integrates seamlessly with your existing business systems to create comprehensive workflow automation.
Sync web-captured leads to your marketing automation tools for nurture campaigns, while maintaining Salesboom as the system of record.
Automatically add new leads to email lists and segmented campaigns based on their interests and qualification status.
Enable instant meeting booking for high-value leads, with calendar links included in automated responses.
Send real-time notifications to Slack, Teams, or other collaboration tools when priority leads or cases arrive.
Push web capture data to your analytics platform for comprehensive reporting and attribution modeling.
Leverage Salesboom's open API to integrate web capture with proprietary systems and custom workflows.
These integrations ensure web capture automation enhances your entire technology ecosystem, not just your CRM.
Stop losing leads to slow response times. Implement intelligent web automation that captures, routes, and responds to every inquiry instantly—24/7, without manual intervention.
Request a Demo TodayDiscover powerful CRM editions to scale your business efficiently.
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Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
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Discover TeamManage user roles, permissions and profiles easily through the Enhanced User Profile Management module.
Improve CRM usability and accessibility for all users using the Enhanced Accessibility Features.
Automate and optimize business processes via Enhanced Workflow Control.
Provide documentation and self‑service support to customers using the Public Knowledge Base.
Get notified on high‑value deals using Big Deal Alert and prioritize key opportunities.
Monitor and get warnings for deals at risk — check At-Risk Deal Alert to protect revenue.
Automatically route support or sales cases to the right team using Case Escalation Routing for faster resolution.
Automatically assign incoming leads to the best-suited sales rep with Lead Routing, to boost conversion speed.
Sync and coordinate team schedules, meetings, and tasks with Improved Shared Calendaring.
