# Prepare website-to-CRM lead capture

Design a lead capture process around your real CRM capabilities and explicit account setup.

## Target assistant

**ChatGPT** · Required connection: **Chatigram plugin**.

The public ChatGPT plugin listing is under review. These prompts are for workspaces where the Chatigram plugin is available and connected. Status reviewed 2026-11-10.

## What this prompt helps you do

Design a lead capture process around your real CRM capabilities and explicit account setup.

This request checks your organization’s actual capabilities instead of assuming a provider, plan, or node is available.

## Customize before using

Replace the bracketed placeholders with your organization and business details. Keep passwords, API keys, bot tokens, and private customer data out of the prompt. The Chatigram plugin currently requires an Admin role in the selected organization.

## Copy the prompt

```text
Prepare a website lead capture workflow for [business] using [CRM name]. Discover whether a suitable native action exists; otherwise describe the CRM API requirements and use a placeholder API configuration. Collect only the lead fields [list fields]. Include a duplicate-check strategy, field mapping, a useful failure path, and a clear customer acknowledgement. Use a test destination and leave account-specific settings unresolved when unavailable. Show the draft graph and list every write the workflow would perform when later enabled.

Use the Chatigram plugin for organization [organization name]. Discover the current permissions, plan limits, triggers, node types, and compatible connections before designing the solution. For conversation workflows, check the selected Line’s Private AI mode before proposing Inbox follow-up or a human handoff. Do not promise human access to private AI conversations. Prepare and save the requested workflows disabled, after showing the draft preview and any unresolved setup. Do not activate, run, assign to a live Line, send messages, or use paid processing. If a paid capability or connection is needed, explain the service, account, transferred data, and required spending approval before adding or binding it. Do not ask me to paste credentials into chat; use protected setup links. Keep unrelated resources unchanged.

Finish with: what was prepared, what is still missing, which plan-dependent features are involved, and the next safe test. Do not claim execution or delivery from a draft preview.
```

[Download prompt text](/prompts/crm-lead.txt)



## Review the actual result

Check the preview, branch behavior, required accounts, plan-dependent resources, and any missing setup. A prepared definition is not proof of live execution. Give a later, explicit request for activation, assignment, sends, or paid processing only when you intend those actions.

Return to the [AI prompt library](/ai/prompt-library/) for more ideas and target-specific guidance.