Understanding the Lead Center

What Is the Lead Center?

The Lead Center is where DigitalPilot lists captured leads in one place so you can search, filter by date or channel, and act on them. Leads can come from DigitalPilot Form Builder submissions, from Meta Ads when you enable lead sync there, and from your own website forms that are not built in DigitalPilot when administrators turn on Capture lead emails into DigitalPilot in Settings → Tag options (the tag must be on those pages). You can also get notifications (e.g. Slack or webhooks) when new leads are captured.

Where to Find the Lead Center

In the left-hand menu of your DigitalPilot dashboard, click Lead Center. DigitalPilot Form Builder submissions appear here when visitors submit your forms; that path does not use the Tag options switch above. The Capture lead emails into DigitalPilot setting only affects whether DigitalPilot can detect emails from other forms on your site—if you rely on that and it is off, use Edit tag options (under Settings → Tag options) so an administrator can enable it.

Capture emails from your own site forms (Tag options)

Only administrators can change this setting. It does not turn Form Builder or Meta lead sync on or off.

• Go to Settings and open Tag options (or use Edit tag options when linked from the app).
• Find Capture lead emails into DigitalPilot.
• Turn it on if you want DigitalPilot to detect lead emails from non–DigitalPilot forms on pages where your tag runs, and send those emails to Lead Center.
• Click Save.

After saving, qualifying submissions on those third-party forms can appear in Lead Center alongside Form Builder and Meta leads.

Capturing Leads from Facebook (Meta) Ads

Go to Integrations → Meta Ads, connect your ad account, and enable Capture Meta Ads Leads to sync Facebook campaign leads into Lead Center. This is separate from the Tag options email capture switch.

Viewing and Filtering Leads

In Lead Center you’ll see:

• Total Leads — Count of leads in the current view.
• Leads list — Table of leads with details such as email, channel, and date. Use Search to find by email or other fields.
• Date range filter — e.g. Last 7 days, Last 28 days, Custom.
• Channel filter — When available, limit by traffic channel (e.g. organic, paid, direct).

Use Load More if the list is paginated.

Getting Notifications for New Leads

Enable Lead Capture in Slack (Integrations → Slack) or add a webhook with the Lead Capture subscription (Settings → Webhooks) for events when leads hit Lead Center (including Form Builder submissions and, when Tag options capture is on, emails from your own non–DigitalPilot forms). You can also manage related email preferences under Email Preferences.