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How To Integrate Your CRM or Booking Calendar into OneTapConnect

Add an Embedded Form or Booking Page to Your OneTapConnect Microsite(s) to Collect Client Information, Schedule Appointments and Streamline Your Lead Generation Processes

If you use a customer relationship 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 account.

This empowers you to capture leads more efficiently, and it provides a nice user experience that reduces friction for your clients to encourage more contacts, more appointments, and ultimately, more business.

OneTapConnect call-to-action button pulling up an embedded CRM contact form.

Here’s how it works:

  1. If you haven’t already, create a form or booking page using your preferred CRM or scheduling software.
  2. Navigate to the Lead Capture section of your OneTapConnect account dashboard.
    1. If you’re a single user, go to My Card > Edit profile information > Lead Capture.
    2. If you’re the manager or administrator of a team plan, go to Company Information > Lead Capture.
  3. In a separate tab, locate the embed code for the form or booking page you’d like to add to your OneTapConnect account. Embed codes can typically be found under the integration or share settings for specific resources on the dashboard of whichever system is hosting them.
  4. Copy and paste the embed code into the appropriate field on the Lead Capture page of your OneTapConnect dashboard.

    OneTapConnect dashboard view of Lead Capture page configurations with pasted embed code for a CRM contact form and a booking calendar.
  5. Click Save, then navigate to the OneTapConnect Visual Editor.
    1. If you're a single user, go to My Card, then click Visual Editor.
    2. If you're the manager or administrator of a team plan, go to the Templates page, click ⋮ on the template you'd like to update, then click Edit template to open the Visual Editor.
  6. Using the Visual Editor, attach embed codes to any icons, buttons or call-to-action elements that enable you to select a saved link or embed code. Click Select from lead capture +, then use the select lead capture menu to assign a saved lead capture method to that specific element.

    OneTapConnect Visual Editor view of the process to assign a saved lead capture method to an element.

    You can include an off-canvas title and description for your new lead capture window, or you can hide this title and optional description altogether.

    OneTapConnect Visual Editor view of the process to customize a lead capture pop-up.
  7. Click Publish changes to update your live microsite(s).

Once a saved lead capture method has been assigned to an element using the Visual Editor, users will be able to tap that element on your microsite(s) to open a window where they can submit their information, book an appointment, or take a similar action within moments.

Any submissions made from your microsite(s) will be sent straight to your CRM or scheduling software dashboards, where you can follow up, track, and automate your lead qualifying processes accordingly.