Capture every visitor with smart forms, landing pages, and pop-ups, then route each contact into the right pipeline with the right tags and follow-ups already set.
We've been using Tegrity Connect for several months and are very pleased with the product. It's easy to use and very functional with minimal modification. I highly recommend it.
Four steps to capture, qualify, and route every visitor before they bounce.
Embed a Tegrity form on any page. It auto-routes mobile traffic, masks spam, and pre-fills returning visitors.
We log the page they came from, the UTM, the device, and the timestamp alongside their name and email.
Rules-based scoring tags hot leads instantly so sales sees them before the coffee gets cold.
Auto-text a confirmation, send a Slack ping to the right rep, and queue the welcome sequence in one motion.
Returning visitors see fewer fields. Mobile visitors see bigger buttons. Spam never sees the submit button at all.
Round-robin, geography, or rep-of-record — set the rules once and we route every fresh lead the moment they hit submit.
Teams using our marketing automation report tripling the volume of leads passed to sales.
Smarter targeting and automated nurture cuts wasted spend almost in half.
Automated workflows engage every new lead in minutes, not days.
Visitor capture tools — embeddable forms, chat widgets, and lead routing — are included with our Starter plan and up. Smart popups, exit intent triggers, and advanced segmentation are available on Business and Enterprise plans.
You can paste a single embed snippet on your site and start capturing leads the same day. Full guided onboarding (customizing forms, mapping fields to your CRM, setting up follow-up workflows) takes most teams 7–14 days. Optional paid services are available for automation setup and data migration if you’d like us to handle it.
Yes. The capture tools are built to play nicely with your existing website, whatever it’s built on — WordPress, Squarespace, Webflow, Shopify, custom code. We embed alongside what you have rather than replacing it. We also offer paid data migration if you want to bring historical leads in cleanly.
Business plan customers get 24/7 chat support — so if a form isn’t behaving or you want to tune your capture flow, a real person on our team can help. You also get 60+ CRM templates including proven lead-capture starter kits.
Book a 20-minute demo and see how Tegrity Connect captures your website traffic into ready-to-call pipeline.
