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Integrating CRM forms with Your LocalSite Website
Integrating CRM forms with Your LocalSite Website

If you've already built out a comprehensive CRM set up, this is for you!

Paulo avatar
Written by Paulo
Updated over a week ago

Our LocalSite websites come fully integrated with our internal CRM (client relation management) system, where you can see messages and contact information about all of your clients. If you are happy with the current CRM you're using there is still a way we can integrate this with your LocalSite website. This is through an iframe.

What is an iframe?

An iframe is a piece of code, or snippet that allows a website to display a web page, app or form from an external service provider. Here is an example of what the code will look like:

<iframe src="demo_iframe.html" style="height:200px;width:300px;" title="Iframe Example"></iframe>

When need an iframe?

You only need to worry about an iframe if you have a system or platform that allows you the option to integrate with your website. Here are some examples of when using an iframe would be appropriate:

  • Booking systems (like Mindbody)

  • Contact forms (like Active Campaign or Zoho)

Can you make my iframe for me?

The iframes come from you external platform so if you're struggling to locate the snippet we recommend reaching out to the support channel of your specific external booker or CRM system. If you're unable to sort this out, we would be more than happy to discuss using our internal LocalContacts and LocalVisit Booker

What do I do once I've found the iframe?

You can copy and paste this code snippet in an email to your Marketing Specialist. If you have any questions you can always use the chat bubble or reach out to your Marketing Specialist Directly

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