Lead Capture
GroupCRM reads membership question answers and extracts contact information automatically, without manual copy-pasting.
How it works
Every group that isn't set to Off captures leads. When someone requests to join, GroupCRM saves their name, profile, answers and a lead score, and scans the answers for:
- Email addresses: detected via pattern matching
- Phone numbers: numbers with at least 10 digits, in various formats
Extracted data appears on the member's profile in your dashboard and is included in exports, integrations and webhook payloads.
Lead score
Each lead gets a score from 0 to 100 based on contact details, mutual friends, account age and how complete the answers are. An email alone adds 30 points and a phone number 20. See the full formula in the Settings Reference.
View captured leads
- Go to Pending Requests for requests waiting for a decision, or All Members for everyone captured
- Filter by group or status
- Click a member to see their full answers and extracted contact info
Improve capture rates
To maximize capture:
- Add a dedicated email question to your group's membership questions
- Phrase it clearly: "What is your best email address?"
- In auto-approve mode, turn on Included an email address so only members with an email are auto-approved, and Ask to finish answering for people who leave questions blank
Export leads
Captured leads flow to connected integrations automatically:
- Google Sheets: in Lead saving mode every lead is added when captured. In auto-approve mode, leads are added when captured or, if you turn that off, when approved. See Google Sheets
- Email tools and CRMs: Mailchimp, ConvertKit (Kit), HubSpot and ActiveCampaign, on the events you choose
- Webhooks: the
member.capturedevent fires for every new lead. See Webhooks
Related
- Auto-Approve Members: require email as an approval criterion
- Google Sheets: export member data to a spreadsheet