How to Embed Code from Third Parties in Dubsado
Even though Dubsado* is an all-in-one client management system for creatives, it’s not the only tool you’ll use.
Every now and then, you might find yourself wanting to use other software alongside Dubsado.
While Dubsado does integrate* with several other apps out there, you don’t have to be limited to the ones on the list. Instead, you can embed code from your favorite 3rd party software in Dubsado.
What this means is that you’ll take a piece of code (also known as a code snippet) from the 3rd party software you want to use and put it in Dubsado.*
You Can Embed Code 4 Places in Dubsado
Questionnaires
Proposals
Lead captures
Email signatures
Watch the video below and see how to embed code in Dubsado:
As long as you have access to code, you can embed just about any 3rd party tool. Whether it’s your email signature from a service like WiseStamp or a video tutorial for your clients, you have the flexibility to customize your client experience through Dubsado.
The possibilities are endless. Spend a few minutes thinking about what you could add to elevate your forms with this feature.
Need an example? Mari, from Amore' Events installed AirTable* AirTable (a software that’s part spreasheet/part database) on her questionnaire.
Not sure what you can embed? Grab a free list of ideas below.
Need a little inspiration to customize your Dubsado forms?
Get this free list of 10 apps you can embed in Dubsado.
This feature might not be very obvious, but it’s super simple to use once you know about it.
This is your chance to get creative. How exactly do you want your forms to look? What experience do you want to give your clients? These are things you can control with the embed code feature.
Have fun customizing Dubsado*!
Not sure what you should embed in Dubsado?
Grab this free list of 10 things you can embed to customize your forms.
