fabIAna

Every lead from your website, forms and chat, saved as a contact

Fabiana captures leads from forms on your website, the website chat, Typeform, email and your own systems through the API, and saves each one as a contact with where it came from and the consent it gave. If the person is already a contact, it updates them instead of creating a duplicate, and then Fabiana scores the lead, an assignment rule gives it to the right person and the follow-up starts on its own.

Try it

An interactive example with a fictional business. Click around.

Leads

Book your first dive

Hidden field: campaign = spring-dives

Views
412
Submissions
38
Conversion
9.2%

What happened

Send the form, write in the chat or call the API to see the lead arrive.

Recent leads

  • Lucía Gómezlucia@example.com · Owner: MartaWebsite formHot
  • Tom Beckertom@example.com · Owner: LucaWebsite chatWarm
  • Marco Bianchimarco@example.com · Owner: LucaAPICold

How it works

  1. The lead arrives from anywhere

    A form on your website, a message in the chat, a Typeform, an email or a call from your own systems. It all lands in the same place.

  2. It becomes one contact

    Name, email, phone, answers, source and consent are saved on the contact. Same email or phone as someone you already have? The contact is updated, not duplicated.

  3. Fabiana gets it moving

    She reads what they asked, scores the lead and saves the details. An assignment rule picks the owner, and a sequence of emails can start right away.

Recorded from the interactive example above, with a fictional dive school.
Read the transcript

A visitor fills in a form on your website, and ticks the box for offers. It becomes a contact, with where it came from, the consent and a lead score with the reason. An assignment rule gives it to the right person, with a task, and the welcome emails start. The same email again? The contact is updated, never duplicated. Leads from the website chat and from your own systems, through the API, arrive the same way.

Everything included

Where leads come from

  • Forms you build, embedded on your website or shared as a link
  • Website chat, where Fabiana asks what the business needs to know
  • Typeform responses
  • Email, with Gmail and Outlook, and every channel in the inbox
  • Your own systems, through the API and events
  • Import from CSV

Forms

  • Text, email, phone, choice, checkbox and hidden fields
  • Each field saved on the contact, as a tag or as a custom field
  • Hidden fields to know which campaign or page the lead came from
  • An optional marketing consent box, saved with the date and the form
  • Your own thank-you message or a page to send them to
  • Views and submissions for each form
  • A hidden trap field and rate limits against spam bots

What happens next

  • One contact per person, matched by email or phone
  • The lead source on every contact
  • Every form submission read by Fabiana as a conversation in the inbox
  • Lead score (cold, warm, hot) with the reason
  • Assignment rules that give each lead to the right person
  • Tasks for the team when someone needs to act
  • A sequence of emails that starts from the form

Connected

  • Automations when a contact is created, a tag is added or a score goes up
  • Webhooks when a contact or a lead is created
  • Sync with HubSpot or Salesforce
  • API keys for your own website or booking system

Questions

Can I put a Fabiana form on my own website?

Yes. You build the form in Fabiana and embed it on any page of your website, or share it as a link. Every submission is saved as a contact.

What if the same person fills in the form twice?

If the email or phone matches a contact you already have, that contact is updated with the new answers and tags. No duplicate is created.

How do I know where each lead came from?

Every contact keeps its lead source, such as the form, the website chat or the API. Hidden fields in a form can also add the campaign or the page as a tag.

Can I connect the leads from my own systems?

Yes. With an API key, your website or booking system can create contacts and send events, and webhooks tell your other tools when a contact or a lead is created.

More features