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How To Integrate Your CRM and 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.

Not only does this empower you to capture leads more efficiently and at the first point of contact, but it's a nice user experience that reduces friction for your clients and encourages 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, start by creating 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, head to My Card > Edit profile information > Lead Capture.
    2. If you’re the manager or admin of a team plan, head 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 (these 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, head to My Card, then click "Visual Editor."
    2. If you're the manager or admin of a team plan, head to the Templates page, then click "..." and select "edit template" for the template you'd like to update.
  6. Once you're in the Visual Editor, you can attach embed codes that are saved to your account to any icons, buttons or call-to-action elements where you can add a link using a link selection dropdown.

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

    After you choose "Select from lead capture +" and use the "select lead capture" dropdown to select a saved lead capture method to assign to that specific element, you can include an off-canvas title and description for your lead capture pop-up, or you can hide the title and optional description altogether.

    OneTapConnect Visual Editor view of the process to customize a lead capture pop-up.
  7. Click "Publish changes," and you're done! Just make sure to test this new feature to make sure it looks and works the way you want it to.

Once a lead capture method is saved to your account and assigned to a button, icon or call-to-action element within the Visual Editor, your clients will be able to tap that specific element on your microsite(s) to open a pop-up 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 and/or scheduling software accounts, where you can follow up, track and automate your lead qualifying processes accordingly!