Home / Features / Lead Capture & CRM Sync
Every lead, captured with context.
Forms, phone calls, emails, chat conversations, lead-gen campaigns. GearHead captures inbound leads from every channel, enriches them with Apollo data, attributes them to the right source, and pushes them to your CRM with everything you'd want to know before reaching out.
Most lead capture is leaky. The form gets a phone number; the email never makes it to a CRM; the phone call goes to voicemail and the lead disappears. GearHead captures every lead, from every channel, with the enrichment data that matters. Attribution preserved. Routing rules respected. Activity logged. Welcome flow triggered. Sales reps receive leads ready to engage, not "John Smith, 503-555-1234, ???"
What it does for you
What gets captured, enriched, and routed.
Multi-channel capture
Website forms, phone calls (via Phone Agent), email inquiries, chat conversations, lead-gen ads. Each channel captured with appropriate context. Attribution preserved.
Apollo.io enrichment
B2B leads enriched automatically, verified email, direct phone, title, seniority, company info, employee count, industry, location. Reps reach out informed.
Routing rules
Route leads by source, geography, industry, deal size, or any field. Round-robin across reps. Sticky owner assignment for known accounts. Escalation rules for high-priority signals.
Push to any CRM
HubSpot, Salesforce, Zoho, Pipedrive, JobNimbus, Capsule. Full record creation, not just contact, also company, opportunity, source, owner, custom fields. Activity log entries created automatically.
Dedup & merge
Lead already in your CRM? GearHead detects, surfaces the existing record, updates activity rather than creating duplicates. Multi-source touches consolidated to one record.
Welcome flow triggers
New lead triggers a sequence, welcome email, calendar booking link, sales notification, internal task. Routine-based, customizable, dispatched in seconds.
From setup to running in minutes
Connect inbound channels
Website forms (webhooks), phone numbers (Phone Agent), email inbox (Gmail/Outlook), chat (in-app). Each channel routed to your lead capture flow.
Define routing & rules
Build routing logic, by source, by territory, by deal size, by industry. Round-robin or sticky. Set up enrichment requirements per lead type.
Connect your CRM
OAuth into your CRM. Map fields. Decide on dedup behavior. Pick what objects get created (contact, company, opportunity).
Let it run
Leads flow in 24/7. Enriched, routed, logged, welcomed. Reps see fully-loaded leads in their CRM with no manual intervention.
Who's using Lead Capture & CRM Sync
Demo request → ready to engage
Prospect requests a demo on the website. GearHead enriches via Apollo (title: VP Sales, company: 150-person software co), checks for existing record (none), creates the HubSpot contact + company + opp, routes to the right AE, sends a welcome email. AE sees the lead in HubSpot already enriched.
Phone lead to JobNimbus job
New customer calls. Phone Agent captures intent (HVAC service), location, and contact info. Creates a JobNimbus contact + job, routes to the right tech's queue, sends a confirmation SMS. Tech sees the job ready to schedule.
Website form → personal follow-up
Solo consultant gets contact form fills. GearHead enriches the lead, drafts a personalized response based on the form content + Apollo data, queues it for the consultant's one-click send. Personal outreach at scale.
Multi-channel lead consolidation
Agency runs lead gen for 15 clients. GearHead captures leads across channels, attributes to the right client, pushes to the client's CRM, logs source attribution. Each client sees pipeline data isolated to their account.
Stop losing leads to manual entry.
Book a walkthrough, we'll demo lead capture working with a real channel (your forms, your phone, your email) and your CRM.