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UPWARD FEATURE

Lead Capture

Capture leads from bookings, forms, chat, videos and links automatically.

Example CRM sales pipeline with deal stages, lead sources and a contact activity timeline
WHAT IT ISLead capture in Upward happens wherever people engage — bookings, forms, AI chat, tracked links and more — so every interaction becomes a CRM lead with its source.

What's included

Multi-source capture

Bookings, forms, AI chat, event registrations and tracked links all create leads.

Source attribution

Every lead keeps the source that first brought them in.

Instant notifications

You are notified the moment a new lead arrives.

Automatic records

Duplicates are matched to existing people instead of creating new rows.

How Upward is different

Shares the same data as every other Upward tool
Replicates to every team member
Assisted by Vutesa AI

Related

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