Lead Capture

Gate demos behind email forms, capture prospect information, and route leads to your CRM.

Lead capture lets you collect prospect information before or during demo viewing. You control which demos are gated, what information you collect, and where leads are routed.

Gating options

Full gate

Prospects must submit their information before accessing any demo in the Demo Center.

Go to Demo Center > Settings > Lead Capture.
Enable Gate all demos.
Configure the form fields (see below).
Prospects see the form immediately on arrival.

Per-demo gating

Gate specific demos while leaving others open.

Open the demo's settings within the Demo Center.
Toggle Require lead capture.
Ungated demos are accessible immediately; gated demos show the form when clicked.

No gate

Disable lead capture entirely. All demos are freely accessible. You still get anonymous analytics (views, engagement, completion rates) but no contact information.

Form configuration

Customize what you collect:

Email (required) -- Always collected.
Name -- First name, last name, or full name.
Company -- Company or organization name.
Job title -- The prospect's role.
Phone -- Optional phone number field.
Custom fields -- Add up to 5 custom fields (text, dropdown, or checkbox).

Configure fields under Demo Center > Settings > Lead Capture > Form Fields.

Lead routing

CRM integration

Captured leads sync automatically to your connected CRM:

Salesforce -- Creates or updates a Lead/Contact record.
HubSpot -- Creates or updates a Contact.
Pipedrive -- Creates a Person record.

Webhook

Send lead data to any endpoint:

{
  "email": "jane@example.com",
  "name": "Jane Smith",
  "company": "Acme Corp",
  "demo_viewed": "Product Overview",
  "timestamp": "2025-03-15T14:30:00Z"
}

Email notifications

Receive an email when a new lead is captured. Configure recipients under Lead Capture > Notifications.

If a prospect has already submitted their information, they won't see the form again on subsequent visits. Demoship recognizes them by email and tracks their continued engagement against the existing lead record.

Note: Lead capture forms support GDPR compliance settings. Enable consent checkboxes and privacy policy links under Lead Capture > Compliance.