You don’t need us to host your website to use the CRM. This guide is for a site that lives somewhere else — your own hosting, your developer’s, a site builder — where you’ll paste a small snippet for each tool you want.
If you can edit the HTML of your pages (or you have someone who can), you have everything you need.
Before you start
- Sign in and open your business (your slot). If you haven’t deployed a site with us, that’s fine — the CRM still works for this slot.
- Know where on your site each tool should appear: the contact page for a form, every page for chat, a “Book a call” page for the calendar.
Forms
- In your CRM, open Forms and create or pick a form.
- Open its embed panel. You’ll see three options, each with a Copy button:
- Script tag — paste where the form should appear; it mounts itself.
- Iframe — paste where the form should appear; fixed height, works everywhere.
- Direct link — a hosted page you can link to from a button or email.
- Paste into your page and publish your site.
Check it worked: submit the form once with an obviously fake name. Within a minute it appears in your slot’s Leads tab (Inbox), and the account owner receives an email notification. Then archive or delete the test entry.
Chat bot
- In your CRM, open Bots and create a bot (or use the one you have). Make sure its web channel is on.
- In the bot’s Web chat section, copy the tag. Paste it just before
</body>on every page where you want the chat bubble.
Check it worked: load your site, open the bubble, send a message. The conversation appears in the Bots segment of your CRM.
Lock it to your domain: in the bot’s web-channel settings, list the domains allowed to show it (for example yourbusiness.com). Without that, the tag will run anywhere it’s pasted.
Booking calendar
- Open Calendar, connect a calendar account if you haven’t, and create an event type (for example “15-minute intro call”) with Public turned on.
- Copy its shareable link. Put it behind a “Book a call” button, or embed the booking page where you want it.
Check it worked: book a test slot. It appears under your events, and — if your calendar is connected — on your real calendar within a few minutes.
Analytics and Search Console (reporting only)
Because we don’t host your site, we can’t install a tracking tag for you. What we can do is report on the properties you already have:
- Open Connections and connect Google.
- Assign your Google Analytics property and your Search Console site to this slot.
- Your slot’s insights read from those properties.
If you don’t have a tag on your site yet, add Google’s tag yourself (or have your developer do it), then connect here.
Handing this to a developer
Copy each snippet with a one-line note of where it goes:
- Form → the contact page, where the form should render.
- Chat → before
</body>on every page. - Booking → behind the “Book a call” button (link), or where the page should render (embed).
And how to verify: one test submission, one test chat, one test booking — each shows up in the CRM within a minute.
If we also manage content in your repo
If your plan includes managed blog or help content through a Collections tab, you can connect your GitHub repository directly — open that tab and click Connect your repository to install our GitHub App and choose the repo we should open pull requests against. We only ever commit to a dedicated branch and open a pull request for your review — we never push straight to your live branch, so nothing publishes without your team’s approval.
Good to know
- Snippets identify your business by ID, not by domain, so they work on any host. That also means anyone who copies your snippet could show your form on their page — submissions would still land in your inbox. Lock the chat bot to your domain as above.
- Form submissions made through the embedded form record the page they came from, so you can see which page produced the lead.
- If you later decide you want us to host your site, your slot — and every lead, conversation and booking in it — stays exactly where it is.