Leads

Go to Leads in the sidebar.

Form submissionsCopy Anchor Link

Every form a viewer submits in a demo shows up here, with the fields they filled in and the demo they came from. Add a form with an overlay or the CTA step.

• Search by name, email or phone, and filter by date range.
• Click Export CSV to download the list.

If a viewer submits the same details twice in the same session, the lead is saved once.

Form submissions are available on every plan.

Identified viewersCopy Anchor Link

Identified viewers are the people who filled in a form, grouped per person (for example by email address). For each person you see the Impressions, Engagements and Completions from the sessions in which they submitted a form, which Demos they watched and when they were Last active.

Get notified about new leadsCopy Anchor Link

Open the Webhooks tab and turn on Lead email notifications. Every active admin in your workspace gets an email for each new lead.

To send leads to your CRM or another tool, add a webhook. See Webhooks.