Capture DM leads from the conversation, not a form.
When a customer shares a name, email or phone number, the AI records a lead with the channel, last message, intent, stage and temperature. On Pro it also pushes the lead to your CRM.
Lead capture is on every plan: Starter $59, Growth $129, Pro $349 a month, with unlimited inbox contacts. CRM push needs Pro.
The short answer
How does lead capture work in Instagram, WhatsApp and Messenger DMs?
Instant Reply's AI creates a lead record when a customer shares a name, email or phone number in a DM. The record holds the channel, last message, conversation link, intent, stage and temperature. Leads stay in the inbox on every plan, and Pro pushes them one way to HubSpot, Pipedrive, Notion, Airtable or Zoho CRM.
Last verified
Key facts
- A lead is created once the customer shares a name, email or phone number.
- Stage and cold, warm, hot or very hot temperature appear on the conversation.
- Hot leads can alert the owner on WhatsApp when owner alerts are set up.
- CRM push is a Pro feature ($349/mo).
- No budget, location or urgency fields.
Verified capabilities
What lead capture does today
Checked against the product source code and plan data on October 2, 2026. The last two rows list what it does not do.
| Capability | How it works today | Plans |
|---|---|---|
| When a lead is created | After a customer shares a name, email or phone number in a conversation. A chat where the customer gives none of these does not create a lead record. | All plans |
| What is recorded | Name, email, phone, channel, source (AI Chat), the last message, a link to the conversation, intent, objection type, a qualification score, stage and temperature, and any follow-up time the customer named. | All plans |
| Stage and temperature | Change the lead stage from the conversation panel. Temperature is cold, warm, hot or very hot and updates as the chat goes on. | All plans |
| Hot-lead alert | A hot or very hot lead can send the workspace owner a WhatsApp alert, once per conversation, when owner alerts are set up. | Needs owner alerts |
| Comment-to-DM | A comment on your Instagram post can start a DM conversation, which then follows the same lead capture. | Growth and Pro |
| Push to a CRM | Captured leads can be created or updated in HubSpot, Pipedrive, Notion, Airtable or Zoho CRM. One-way. | Pro ($349/mo) |
| Budget, location and urgency fields | There are no dedicated budget, location or urgency fields. Intent and objection type are recorded; anything else stays in the conversation. | Not available |
| Web forms | This captures leads from DMs. It does not build website forms or landing pages. | Not available |
Best fit
Use it when buyers DM instead of filling in forms.
The lead is built from what the customer shares in the chat.
Best fit
Businesses that sell through Instagram, WhatsApp and Messenger and lose contact details in the chat.
Add Pro for
Pushing captured leads to HubSpot, Pipedrive, Notion, Airtable or Zoho.
Pick something else if
You need web forms, landing pages or custom lead fields such as budget.
How it works
How It Works
A customer messages you
The conversation appears in the shared inbox with its channel.
The AI records the lead
Once the customer shares a name, email or phone, the AI saves the lead with intent, stage and temperature.
Your team follows up
Change the stage, take over the chat, or on Pro push the lead to your CRM.
Why teams choose it
Why capture from the DM
Buyers message instead of filling forms.
No form to fill
The customer keeps chatting; the AI saves the details they share.
Fields filled by the AI
Reps stop typing contact details from chats into a sheet.
Temperature on every chat
See which conversations are hot and which are cold at a glance.
CRM push on Pro
Leads are created or updated in your CRM, one way.
Best fit
Perfect for teams that move fast in DMs.
A story reply
Scenario
A customer replies to a story asking the price. The AI answers and, once they share an email, saves the lead.
Outcome
A comment on a post
Scenario
A customer comments on a post and a DM starts. If they share a phone number, the lead is saved with the channel.
Outcome
A booking request
Scenario
A customer gives a name and asks for Thursday. The lead is marked with its stage and, if hot, the owner can be alerted.
Outcome
The difference
Why Switch?
Without Instant Reply
With Instant Reply
FAQ
Common Questions
What is DM lead capture?
It turns what a customer shares in a DM into a lead record. In Instant Reply, once a customer gives a name, email or phone number, the AI creates a lead with the channel, last message, intent, stage and temperature.
Does every DM become a lead?
No. A lead is created when the customer shares a name, email or phone number. Conversations where they give none stay as conversations in the inbox.
What does the AI record?
Name, email, phone, channel, source, the last message, a conversation link, intent, objection type, a qualification score, stage and temperature. It does not record budget or location as separate fields.
Can I send captured leads to my CRM?
Yes, on Pro ($349/mo). Leads are pushed one way to HubSpot, Pipedrive, Notion, Airtable or Zoho CRM. Starter ($59/mo) and Growth ($129/mo) keep leads inside Instant Reply.
Can I capture leads from Instagram comments?
Yes, on Growth and Pro. A comment on a post can start a DM, and the conversation follows the same capture. Story replies arrive as ordinary DMs.
Will I know when a lead is hot?
Each conversation shows its temperature, and the owner can get a WhatsApp alert for hot and very hot leads when owner alerts are set up.
Related features
Features that work with this one
Each page below covers the next step in the same workflow, with its own plan limits and a list of what it does not do.
Ready when you are
Stop losing contact details in the chat.
Start the 7-day trial and watch a test conversation turn into a lead record.
An interactive read-only demo, and plan limits in plain English.