Ask visitors about their team, their need and their timing in a short survey, then ask how to reach them. Usertick sends every lead to HubSpot or Slack with the answers, the consent and the campaign that brought them.
A long contact form asks for everything at once and gets abandoned. A short survey asks one question at a time, about the team, the need and the timing, and asks for contact details once the visitor has a reason to share them.
With Usertick, the survey opens on your site at the right moment, such as on the pricing page or when someone heads for the tabs, or sits behind a link in an ad or a QR code at an event. A branching rule sends a large team straight to a call to action to book a meeting.
Every answer with contact details becomes a Usertick contact, and on every plan, a workflow posts the lead to your sales channel the moment it arrives. From Starter, it can also create or update the HubSpot contact with the answers and add a task for the owner.
Ask at the moments when interest is highest.
Open the survey after a visitor has read the page, when they head for the tabs, or when they click your own Talk to sales button, on 1 survey on Free and on every survey from Starter.
Put the survey on a tablet or behind a QR code at your stand, with a tag on the link, so every booth visitor arrives with the event they came from.
Show the survey only to people who arrived from an ad or a newsletter, using the campaign tags of the page they landed on. Starter and above, and 1 survey on Free.
Ask the team size, the need and the timing as quick choices. A branching rule sends a large team to a call to action that opens your booking page, and everyone else to the thank-you screen or a page you choose. Results counts how many people pressed each button.
Once the visitor knows why you are asking, the contact step gets filled in.
Ask for a name, a work email, a company or a phone number, each optional or required, and add a consent question with your own wording and links.
Each lead arrives with every answer, the page it came from, its campaign tags and its country, and becomes a Usertick contact you can email later.
Workflows send each qualified lead where your team already works.
Post each lead to Slack or Microsoft Teams with the answers and the contact details, mention the right person, and assign it with a button. Every plan.
Create the HubSpot contact when it doesn't exist, write the answers to its properties, and add a task for the owner to follow up. Every plan, with the task from Starter.
Create a lead in Salesforce, Pipedrive, Close or another CRM through a Zapier step in the same workflow. Every plan.
Add each lead to Google Sheets as it arrives, ready for your own reports or an import. Every plan.
Four steps from the first question to a lead in your CRM.
Start from Booth visitor or After the demo, or describe your ideal lead to Create with AI and get the qualifying questions drafted.
Ask team size, need and timing as quick choices, and send large teams to a call to action that opens your booking page.
End with a contact question and a consent question, so every lead arrives with how to reach them and permission to do it.
Add a workflow that posts every lead to sales in Slack and, from Starter, also creates the contact in HubSpot with a task.
Six habits that keep the survey short and the leads warm.
Open with a quick choice about the visitor's need. Contact details at the start turn a conversation into a form.
Team size, need and timing usually decide the next step. Leave the rest for the first call.
By the end, the visitor knows what they get in return, and fills in the contact step more often.
Use a consent question with clear words and a link to your privacy notice, and follow up only as it allows.
Post leads to the sales channel and assign them at once, while the visitor still remembers asking.
Add a campaign tag to each ad, newsletter or event link, so every lead carries the channel that brought it.
Start from a template that ends with a contact step, and change any question.
A lead generation survey asks a few questions that show whether a visitor is a good fit, such as their team size, their need and their timing, and ends with a way to reach them. It qualifies the lead and captures it in the same few steps.
Most teams ask about the role, the company size, the problem to solve, the timing and sometimes the budget, as quick choices. Ask for contact details at the end, once the visitor has a reason to share them.
Yes, on every plan. A workflow finds the contact by email, and creates it when it doesn't exist, from the email in a contact question. It writes the answers to the contact's properties and, from Starter, can add a task for the owner.
Yes, through a Zapier step in a workflow, on every plan. The step can create a lead in Salesforce, Pipedrive, Close and other CRMs. Salesforce on Zapier needs a paid Zapier plan.
Yes. A branching rule sends people who chose a large team size to a call to action that opens your booking page in a new tab, and Results counts the clicks. Every submit can also redirect to one page you choose.
Add a consent question with your own wording and links, such as your privacy notice, and make it required when your rules ask for it. Results shows the share who agreed, and a workflow can check the answer before it sends a lead anywhere.
No. Names, emails, phone numbers and company names from a contact question are never sent to the AI. The AI reads the other answers for their theme and sentiment, and each response for spam.
No. Usertick doesn't add up points per answer. Use branching rules to send each kind of lead to its next step, and workflow conditions to route leads by their answers.
The survey, the contact step, branching, the inbox and workflows that send leads to Slack, Google Sheets, HubSpot or a CRM come with every plan, the free plan included. Free runs 1 workflow per survey, with 1 step that sends to a tool.
Start free, see what your customers mean, and get each answer to the person who can act on it.
