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How Can I Collect Someone's Information Using OneTapConnect?

How can I collect someone else's information by sharing my microsite?

OneTapConnect microsite example with an arrow pointing to the Connect button.

The Connect button

The Connect button is a lead capture method that comes with your microsite and is designed to help you collect contact information in a way that is quick, unassuming, and effective. This function makes it very easy for someone to share their cell phone number with you by auto-populating a text thread with some additional context and a link to your microsite in just a few taps.

For more information on the default behavior and configuration options for the Connect button, see How to use the Connect button.

OneTapConnect example microsite with a CRM form integration.

CRM and booking calendar integrations

If you use a customer resource management (CRM) software like HubSpot, GoHighLevel or Zoho, or if you use a scheduling solution like Microsoft Bookings, Google Calendar or Calendly, you can integrate these systems directly into your OneTapConnect microsite(s).

This empowers you to capture and pre-qualify leads very efficiently, and it provides a streamlined user experience that reduces friction for your prospects to encourage more contacts, more appointments, and more business.

For more information on how to set up these integrations, see How to integrate your CRM or booking calendar into OneTapConnect.

Can I automatically collect information from people I share my microsite with?

You cannot automatically collect personal contact information from someone who views your website–or more specifically, your OneTapConnect microsite–without their explicit consent.

For you to automatically collect personal contact information from every person who views your microsite, you would have to require them to register an account, download a mobile app, agree to a privacy policy, or take a similar action just to learn more about your business.

Rather than put up digital barriers that may deter prospects from viewing your microsite and learning more about your business, OneTapConnect comes provides options for others to share their information with you on purpose. Not only does this encourage more microsite views, referrals, and activity, but it also enables you to collect higher-quality leads from people who are already interested in doing business with you.