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Here’s how you embed a 3rd party contact form from your CRM (such as Dubsado, 17Hats, etc.) onto a Showit website.
This video demonstrates how to embed a 3rd party contact form from your CRM on your Showit website so that you can use your CRM to collect leads.
Regardless of your CRM—whether it’s Dubsado, 17Hats, or another solution—this method should work as long as you have a little code to embed.
We also add notes under the video in case of any small updates that don’t require a new video. Let us know in the comments if you have any questions, or if we need to make an update to the video. You can also find a video transcript underneath the video.
Be sure to checkout the video above for clarification. Let us know in the comments below whether you have any questions or think we need to update our video.
Hey guys, Krista here from daveyandkrista.com where we help creative business owners build brands that book. In this video we’re going to walk you through embedding a contact form from an external website—but as long as you have a bit of code to embed, it should work the same regardless of the software that you use. And if you have any trouble getting your form to work right with Showit. You can always ask them for help via the chat in the bottom right hand corner of Showit. All right, so to get started we’re actually going to delete all of these boxes and fields on the Showit template because we’re going to be embedding a form that’s going to replace it. So I’m going to hit delete and then I’m going to hop over to my Dubsado account and I’m going to look for the code.
And like I said before, regardless of the software that you use to collect leads, there should be some sort of embeddable code that you can copy and paste into Showit. So in Dubsado we’ll hit share and I’m going to copy the code—so command-c—and then head over to Showit. And then if I come down here I can see the option to embed code. So I’m just going to select it and come up to embed info and then I’m going to paste in the code and then I’ll hit save and then it takes a minute, but then the form will load. And unfortunately you won’t be able to style this form as much as you can the actual Showit template itself. But if you don’t want to have to manually add leads to your software, this is how you would embed the form to save yourself time.
You’ll also probably need to adjust your canvas size like I was just doing to make sure that things don’t get cut off and then you might want to hit preview to just double check to make sure that it looks okay. So we can see that there’s a little bit of extra padding around here, but we could come in and adjust the positioning and get it to look exactly right. And then you’d also want to make sure that you do the same thing on mobile because right now it’s looking pretty wonky, so we’d want to adjust the spacing and center it just to make sure that it’s easy for people to use on mobile as well as desktop. So this form will need to get longer and the canvas will need to get longer as well. And so that’s it. That’s how you embed a contact form on Showit. If you liked this video, make sure you subscribe to our YouTube channel. And if you have any questions about this video, let us know in the comments. You can also request a tutorial by using the form on our website over at daveyandkrista.com/showit.
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