CazGaddisQ: Lead capture form + 2-way email intros?
Searched here and the website but not sure yet. I understand there is a dashboard and a contact space. I also see you are working on CRM integrations...
1. Can we have a lead capture form for the prospect / new contact to enter their information and then it's in our dashboard?
2. Once they fill out this lead capture form, can it auto-email them an intro email with our contact info and also auto-emailed ME an email with their contact info so its in both of our inboxes?
POPL does this and I have enjoyed this feature over the years.
Having this would make switching a no brainer for me.
My ideal usecase:
- SWFT for email intro and contact info into a dashboard
- Connect to my CRM
- Connect to Convertkit for welcome sequence
Thanks so much!
Pawan_SwftConnect
Nov 24, 2025A: Yes we have lead capture. It's called exchange contact. See mine https://swft.id/pj
Thanks for sharing. Can they still access business card before that form? Currently in the way I use it, its a pop up and must be filled out before accessing next information. I can't tell by the way yours shows up. It looks optional and just above the contact info.
Yeah it's optional not required. But we have an option which makes it pop up when your page first loads so it's front and centre
Wonderful - thanks for the insights. And the fast replies!
The second part of my question is about the 2-way intro emails (to them and to me, with each other's contact info). Is that something that exists, too?
Yeah! Try it in mine you'll see how it works in real time.
Last question - I know your company is building for CRM connections. Will it or does a way already exist to connect contacts to my email provider? (Currently with Kit).
Will have zapier and webhooks which should work for you there 👍
Your responses and response time make me want to purchase this even more. So again, thank you!
Just an FYI:
> On desktop, your link shows the 'Exchange Contact' and 'Save Contact' area at the top (open for someone to fill out/opt into)
> On Mobile: It shows those two options under your photo and role, as a button. Not prominent (ie pop-up) as a visible area someone interacts with/scrolls past
Thanks for the kind words! We try to be as prompt as possible. And thanks for feedback on that. Once your in the platform open the live chat and feel free to send some screenshots/suggestions and we'll take a look