How to adapt CRM (customer relationship management in Sitely?

Question
1

Hi,

How to integrate CRM (customer relationship management in Sitely?

Please share your experience.

Thanks!

2

Ahhh this is a bit easier…
I use Dubsado where I use it to create an onboarding form that is embedded into my Sitely website. Once it is filled out it populates Dubsado in the way I have asked it to do so. All my interactions with the client is then via the Dubsado platform.

You can also Embed signup forms to have Users sign up for your newsletter that you have generated from your favourite newsletter platform.

3

Thanks! How difficult id it to embed Dubsado to Sitely site?

4

Not difficult at all…
From Dubsado you copy the generated code and on Sitely’s end you lay down the Embed widget. You then place the Dubsado form code in the right hand panel marked Embedded Content.

Because the form works from the Dubsado server, to fully test out your embedded form you will need to publish your page to your hosting server. For me I create a “dev” folder on my host server for all my testing.

5

Thank you very much!

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