Capturing leads from your calculators

CalcWidgets doesn't capture leads itself

By design, we don't collect names, emails, phone numbers or any calculator inputs from your visitors. Two reasons:

1. Privacy — we're not in the business of holding your customers' financial data.
2. Compliance — keeps you out of Privacy Act + financial-services disclosure obligations that would apply if a third party held client info.

This means you won't see a list of "leads" inside CalcWidgets. What you'll see is aggregate analytics (views, calculations, CTA clicks per calculator) — and the visitor flows from calculator → your own contact form / CRM via the CTA button.

The standard flow

1. Visitor lands on a page with your calculator.
2. They use it, see a result.
3. They click your CTA button.
4. They go to your contact form / Calendly / phone / email.
5. Your system captures the lead. Done.

Making the handoff smarter

Turn on "Include calculator context in CTA URL" on Dashboard → Branding and the CTA link gets extra query parameters with what they were calculating. For example:

https://yoursite.com/contact?calculator=refinance&currentLoan=450000&newRate=5.8&savings=8400

Your contact form / CRM can read those parameters and:

• Pre-fill form fields so they don't re-type the loan amount they just entered into the calculator
• Show a contextual welcome ("Hi — you were looking at saving $8,400 per year. Tell me a bit about your loan and I'll be in touch.")
• Tag the lead in your CRM with the source calculator and key inputs

Reading the context in your contact form

If your contact form is on your own site, you can read URL parameters with a few lines of JavaScript:

const params = new URLSearchParams(window.location.search);
const calculator = params.get('calculator'); // "refinance"
const savings    = params.get('savings');    // "8400"

// Then pre-fill a form field or store in your CRM
document.getElementById('source-input').value = calculator;

Most CRMs (HubSpot, Pipedrive, Mailchimp, Zoho, GoHighLevel) also let you map URL parameters to lead fields directly through their form builder UI — no code needed.

Calendly / booking platforms

Calendly and most modern booking platforms accept query parameters out of the box. If your CTA URL points to a Calendly link, the calculator context comes through as form prefill or as event metadata in the booking confirmation. Check your booking platform's docs for "URL prefill" or "tracking parameters".

Best CTA destinations by use case