Lead Capture

Stop Losing Leads in an Inbox

New leads from web form submissions, forwarded Yelp and Angi emails, and quote requests taken by the AI phone assistant land in one Leads inbox, tagged by where they came from. Requests from people who are already customers go on their records as free-quote jobs.

Most tree care companies have a leads problem they don't see. Quote requests come in through six different channels (the website contact form, Yelp messages, Angi/HomeAdvisor, the office line, the owner's cell, info@ inboxes), and they sit in inboxes and voicemails until someone gets around to them. By that time, plenty of those customers have already booked with whoever answered first. ArborDash puts the leads from your web form, forwarded lead emails, the AI phone assistant, and your imports into one Leads inbox, tags each one with its source, and tracks it from new to approved or lost.

The embeddable web form goes on your existing website with two lines of HTML, so you don't need a developer. It uses your brand color and asks for name, phone, email, property address (with autocomplete), the services needed, preferred time of day, project details, and up to 10 photos or videos. You also get a direct link to the same form for social posts, business cards, and QR codes. Each submission shows up on your Leads page right away, ready to work. If the person is already a customer, ArborDash matches them by email or phone and opens a free-quote job on their record instead of creating a duplicate lead.

Email forwarding covers the leads that reach you by email. Forward lead emails from your info@ inbox, Yelp, Angi, or any other source to your own ArborDash address, and AI pulls the contact info, service request, and property address into a lead. If the person turns out to be an existing customer, the request becomes a free-quote job on their record, the same as a form submission.

For tree care companies that already have a list of past customers in a spreadsheet or an old system, the CSV importer takes a one-time bulk upload of contacts and creates leads in your dashboard ready to be worked or contacted. AI maps your columns to lead fields, and you check a preview before anything is imported. For custom integrations, the public capture API accepts leads from Zapier, Make, or your own code, using an API key you generate in Lead Capture settings.

Once a lead is in, ArborDash alerts the team members you choose by push, in-app notification, email, or text, and it can email an automatic reply to people who fill out your form. Each lead's page has a Pipeline Timeline that records calls, texts, and emails that go through ArborDash, along with the site visit and estimates tied to it, so you can see how a lead became a customer (or didn't). The Lead Pipeline report counts leads by source and by status, so you can see which channels bring in the most leads.

Lead capture channels

  • Embeddable web form — drop on your existing site with two lines of HTML
  • Public capture API — wire any source into ArborDash
  • Email forwarding — auto-parse Yelp, Angi, info@ inboxes
  • CSV import turns past-customer and lead spreadsheets into leads, with AI column mapping
  • AI Phone Assistant answers after hours, when no one picks up, or around the clock, and saves quote requests as leads
  • New-lead alerts to the team members you choose, by push, email, text, or in-app
  • Lead source attribution across every channel
  • Contact log that records calls, texts, and emails that go through ArborDash
  • Lead Pipeline report with lead counts by source and by status

How It Works

  1. Drop the embeddable form on your website, set up email forwarding from your other lead sources, and connect the AI Phone Assistant.
  2. New leads flow into a single inbox in your dashboard with source tagging.
  3. ArborDash alerts the team members you choose, and requests from existing customers become free-quote jobs on their records.
  4. Your team works the lead from its page (call, email, create an estimate, or schedule a site visit), and each call and email is logged on the lead's Pipeline Timeline.
  5. The Lead Pipeline report shows lead counts by source and by status, so you can see which channels send you the most leads.

Related Features

CRM & Customers AI Phone Assistant SMS Texting Email Marketing Estimates & Proposals Reporting & Analytics

All your leads in one inbox

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Common Questions

Lead Capture FAQ

Will the embeddable form work on my existing website?
Yes. You paste two lines of HTML into any page that accepts custom code, such as WordPress, Squarespace, Wix, or a hand-built site. The first line is the form itself, and the second (optional) sizes it to fit your page. The form uses your company's brand color, and submissions show up on your ArborDash Leads page as soon as they're sent.
How does email forwarding work for Yelp / Angi / HomeAdvisor leads?
Each ArborDash account gets its own forwarding address. Forward your Yelp, Angi, HomeAdvisor, or other lead notification emails to it. You can also set up an automatic forwarding rule in an email program that doesn't ask the new address to confirm a code first. Gmail asks for one, and ArborDash can't show you that code yet, so from Gmail you forward each lead email yourself for now. AI reads each forwarded email and pulls out the lead's name, phone, email, property address, and the service they asked for, so there are no per-platform templates to set up. Bounces, spam, newsletters, and auto-replies are skipped instead of becoming leads.
Can I import an old customer list?
Yes. Upload a CSV with name, phone, email, address, and any other fields you have, and ArborDash creates a lead for each row. Your column names don't have to match ours. AI suggests which lead field each column belongs in, you correct any that look wrong, check a preview, and import, so an export from another system works without renaming columns. Past customers come in as leads, and each one becomes a customer record when you create an estimate or schedule a site visit for them.
Does this replace my CRM?
It works as your CRM. Leads and customers live in the same system, so there's no separate leads tool to migrate from later. When you create an estimate or schedule a site visit from a lead, ArborDash creates the customer record (or finds the existing one) and carries over the property address and text-message consent. The lead's page keeps its contact history and links to the site visit and any estimates tied to it.
How do I know where leads are coming from?
Leads from the web form, email forwarding, the API, CSV import, and the AI phone assistant are tagged with their channel automatically. For forwarded emails, AI records the original source it finds, such as Yelp or Google. Leads you add by hand get the source you pick, like referral or yard sign. The Lead Pipeline report counts leads by source and by status for the dates you choose, so you can see which channels bring in the most leads.