> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zynfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Management: Capture Leads with AI Agents

> Automatically capture, qualify, and sync sales leads from ZynfoAI chat conversations directly to your CRM with custom forms and lead scoring rules.

# Lead Management

ZynfoAI acts as a highly proactive lead generation tool. When the AI agent captures user contact information (like an email address, phone number, or company name) during a natural conversation, that user is automatically added to the **Leads** dashboard (`/leads`).

## Lead Status Tracking

You can track an incoming lead through your sales pipeline using the following integrated statuses:

* **New**: Freshly captured by the AI agent.
* **Contacted**: A human sales rep has reached out.
* **Qualified**: The lead fits your ideal customer profile (ICP).
* **Converted**: The lead successfully became a paying customer.
* **Lost**: The lead was not a fit or went cold.
* **Archived**: Hidden from the main pipeline view.

## Automated Lead Scoring

Our system assigns a dynamic **Lead Score** (out of 100) to each captured lead based on their engagement level and the quality of the data they provided to the AI agent. Use this predictive score to prioritize which leads your sales team should contact first.

## Syncing to External CRMs

If you have connected a CRM (like Freshsales) via the **Integrations** tab:

1. Select a lead from the dashboard list.
2. Click the **Sync CRM** button.
3. The lead's details (Name, Email, Phone, Company, Product Interest) will be pushed directly into your CRM platform via API, eliminating manual data entry.

## Related Topics

* [Ticketing System: AI Agent Support Escalation](/crm-and-support/tickets)