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Lead capture

OneTapConnect provides multiple lead capture options. After setting up your preferred options, you can choose the default action for the connect button. All other lead captures will also be available while creating digital cards.

While you may allow team members to personalize these lead captures, the ones you enter here will be automatically used if they decide not to add their own.

“Connect” button behavior

The “Connect” button is the primary call to action on your users OneTapConnect card. Choose the default behavior of this button by selecting one of the lead capture options available below.

Text message

The text message option enables you to quickly gather prospect information by following this sales process.

Default message

Personalize the “connect” button message to fit your style and need! Use the predefined elements to dynamically add your team members name and company name.

Booking form

Get prospects and clients to book appointments with you by embedding a form from your scheduling software.

Embedded code

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Contact form

Embed a form from your CRM for a smoother user experience and help you gather leads. Learn more

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