How to Connect Dubsado to Your Showit Website (Complete Integration Guide)

If you run a service-based business, you already know the pain of managing client inquiries across scattered tools. Your website lives in one place, your proposals in another, your contracts somewhere else entirely. Connecting Dubsado to your Showit website solves that problem completely.

Dubsado is one of the most powerful client management platforms built for creative entrepreneurs. Showit is one of the most visually flexible website builders available for the same audience. When these two tools work together, your website becomes a seamless gateway into a fully automated client experience. Visitors land on your beautifully designed Showit site, fill out a form, and immediately enter a Dubsado workflow. No manual follow-up. No lost inquiries. No friction.

This guide walks you through every method for connecting Dubsado to your Showit website, including lead capture forms, scheduling links, client portal access, and workflow automation setup.

Why Dubsado Is the Right CRM for Showit Users

Built for Creative Service Businesses

Dubsado is not a generic CRM. It was designed specifically for photographers, designers, coaches, event planners, and other creative service providers who manage complex client relationships.

It handles proposals, contracts, invoices, automated email sequences, questionnaires, and client portals all within a single platform. According to Dubsado’s product overview, users can automate their entire client onboarding process from initial inquiry to signed contract to first invoice without manually touching a single step.

For Showit users who already invest in a premium brand experience, Dubsado completes that experience behind the scenes. Your front-end impression is delivered by Showit. Your backend client experience is delivered by Dubsado. Together, they present a fully professional operation to every new client.

Why Embedding Dubsado in Showit Matters

When you embed Dubsado forms and links directly inside your Showit website, you remove the friction of redirecting visitors to an external page.

A visitor who clicks “Work With Me” and is taken to an off-brand, unfamiliar external page experiences a break in the trust and visual consistency you worked hard to build. Embedding Dubsado within your Showit pages keeps that experience cohesive from the first impression all the way through the inquiry submission.

This connection also reduces drop-off rates significantly. Keeping users on your website while they complete a form means fewer distractions and a smoother conversion path overall.

Now let us look at the specific methods for connecting Dubsado to your Showit website, starting with the most commonly used option: embedded lead capture forms.

Method 1: Embedding a Dubsado Lead Capture Form in Showit

Step 1: Create Your Lead Capture Form in Dubsado

Log into your Dubsado account and navigate to Templates in the left sidebar. From there, select Forms and click the option to create a new Lead Capture form.

Build your form with the fields that matter most to your business. Common fields for creative service businesses include full name, email address, event or project date, project type, budget range, and a message field for describing their needs.

Keep the form focused. Too many fields reduce completion rates. Aim for five to eight fields maximum for the initial inquiry form, and capture additional details through a follow-up questionnaire once the lead is inside your workflow.

Step 2: Configure the Dubsado Embed Code

Once your form is built and saved, click the share or publish button within the form editor. Dubsado will present you with an embed code option alongside the direct link option.

Select the embed code. You will see a snippet of HTML code that looks similar to an iframe or a JavaScript embed block. Copy this entire code snippet.

Make sure you have already configured the form’s notification settings so that you receive an email alert each time a new submission comes in. This is done inside the form settings before generating the embed code.

Step 3: Add the Embed Code to Your Showit Canvas

Open your Showit website editor and navigate to the page or canvas where you want the form to appear. This is typically your Contact page, a dedicated Work With Me page, or a service-specific inquiry page.

In Showit, click the plus icon to add a new element and select the Embed or HTML widget option. A text box will appear where you paste your Dubsado embed code.

Position and resize the embed container to fit the design of your canvas. Showit allows you to control the exact dimensions of the embed container, so you can match it to the visual layout of your page without the form looking like an afterthought.

For guidance on embedding external code into Showit’s canvas system, our guide to adding custom code snippets in Showit walks through exactly how the HTML embed widget works and best practices for positioning it within your design.

Step 4: Test the Embedded Form

Before publishing, always test the embedded form by submitting a test entry. Fill out every field and submit, then verify that the entry appears in your Dubsado leads dashboard and that you receive the notification email.

Also test the form on mobile by using Showit’s mobile canvas preview. Forms can sometimes display differently on small screens depending on the embed container dimensions you set.

If the form appears too narrow or the fields overlap, adjust the embed container’s width in the Showit mobile canvas to ensure a clean presentation across all devices.

Method 2: Linking to Dubsado’s Hosted Form Page

When a Direct Link Works Better Than an Embed

For some pages and design layouts, embedding a full form directly on the page is not the right choice. A button that opens a dedicated Dubsado-hosted form page can work better for shorter pages, service overview sections, or anywhere a full-form embed would feel visually heavy.

In these cases, Dubsado provides a clean, hosted URL for every form you create. You can style this URL as a button or hyperlinked text inside your Showit design and send visitors directly to the form when they are ready to inquire.

This approach also works well for lead magnets, workshop registrations, or any situation where you want to separate the informational content on a page from the conversion action.

How to Set Up a Button Link to Dubsado in Showit

In Showit, select the button or text element you want to use for the link. Open the link settings for that element and paste the Dubsado-hosted form URL directly into the URL field.

You can choose to open the link in the same tab or a new tab depending on your preference. For inquiry forms that take a few minutes to complete, opening in a new tab is often a better user experience because it keeps your website open in the background.

Make sure the button copy clearly communicates what will happen when visitors click it. “Start Your Inquiry” or “Tell Me About Your Project” performs better than generic copy like “Submit” or “Contact Us.”

Method 3: Embedding a Dubsado Scheduling Scheduler in Showit

Adding a Discovery Call Booking Link

Many service businesses use Dubsado’s built-in scheduler to allow prospective clients to book discovery calls directly after submitting an inquiry.

You can also embed this scheduler directly on your Showit website — on a dedicated “Book a Call” page, inside a services page, or as a step in a multi-page inquiry sequence.

Dubsado’s scheduler generates both a direct link and an embed code, just like the lead capture form. The process for embedding it in Showit is identical: copy the embed code from Dubsado’s scheduler settings, paste it into Showit’s HTML embed widget, and position it within your canvas design.

For a guide on embedding calendar and scheduling tools more broadly within Showit, our article on adding an Acuity scheduling calendar to Showit covers the same embed approach that applies to Dubsado’s scheduler.

Designing the Booking Page in Showit

When you build a dedicated booking page around the embedded scheduler, use Showit’s canvas tools to create context above and below the calendar embed.

Include a brief explanation of what the discovery call covers, how long it lasts, and what the prospect should prepare. This context reduces cancellation rates and improves the quality of calls by setting expectations clearly.

Use Showit’s typography and layout controls to make this page look just as polished as the rest of your site. An embedded scheduler dropped into an otherwise empty page creates a poor experience. Surround it with intentional design that reinforces trust.

Method 4: Adding a Client Portal Link to Your Showit Navigation

Why Client Portal Access Belongs on Your Website

Once a prospect becomes a client, they need quick and easy access to their Dubsado client portal where they can review proposals, sign contracts, pay invoices, and complete questionnaires.

Adding a client portal login link to your Showit website navigation or footer creates a professional and convenient touchpoint for existing clients. It also reinforces the impression that you run a polished, organized operation.

Our detailed guide on creating a client portal in Showit covers the full range of options for building a client-facing portal experience within your Showit website, including how to incorporate external CRM portal links.

Setting Up the Client Portal Link in Showit

In Dubsado, navigate to your account settings to find the direct URL for your branded client portal. This is the link your clients will use to log into their personal Dubsado client area.

In Showit, add this URL to your website navigation as a menu item labeled “Client Login” or “Client Portal.” You can also add it as a footer link for clients who prefer to navigate from the bottom of the page.

Our guide on building headers and menus in Showit covers exactly how to add custom links to your navigation structure, including how to style portal links differently from your main navigation items if you want to visually separate the client-facing link from your public pages.

Automating Your Client Workflow After the Form Submission

Building a Dubsado Workflow That Runs on Autopilot

The real power of Dubsado is not just capturing inquiries. It is what happens automatically after someone submits your form that transforms a manual process into a scalable client acquisition system.

Inside Dubsado, navigate to Workflows and create a new workflow triggered by a new lead capture form submission. Common workflow steps include sending an automatic acknowledgment email immediately after submission, waiting a set time period and then sending a proposal or pricing guide, following up with a scheduler link if no response is received, and sending a booking confirmation once a contract is signed.

According to Dubsado’s workflow documentation, a well-configured workflow can handle the first three to five client communication touchpoints entirely without manual intervention, freeing you to focus on delivering excellent work rather than managing administrative email.

Connecting the Workflow to Your Showit Inquiry Form

When you assign a workflow to your Dubsado lead capture form, every submission from your Showit website automatically triggers the workflow without any additional manual step.

This means a prospective client can discover your Showit website on a Sunday evening, submit an inquiry, receive an automatic acknowledgment within minutes, and receive your pricing information by Monday morning — all while you were sleeping.

This level of automated professionalism is one of the most powerful advantages of connecting Dubsado to your Showit website rather than using a basic contact form.

Branding Your Dubsado Client Experience to Match Your Showit Aesthetic

Keeping Brand Consistency Across Every Touchpoint

One detail that many creative professionals overlook is the visual consistency between their Showit website and their Dubsado client-facing documents and portal.

Dubsado allows you to customize your brand colors, upload your logo, set your typography preferences, and design your proposal and contract templates to match your brand identity. When your clients move from your Showit website into your Dubsado portal, the transition should feel seamless.

Use the same primary brand colors, the same logo files, and the same tone of voice in your Dubsado templates that you use throughout your Showit website. This consistency communicates professionalism and reinforces the premium brand impression that your Showit design establishes.

For broader guidance on maintaining brand cohesion across your online presence, our article on branding tips for creative businesses covers how design consistency directly affects perceived credibility and client trust.

Customizing Your Dubsado Email Templates

Dubsado’s email templates are the communication backbone of your automated workflows, and they deserve the same care you give your website copy.

Write your automated emails in a tone that matches your website voice. If your Showit website is warm and conversational, your Dubsado emails should feel the same way. If your website is clean and professional, your automated emails should mirror that register.

Include your logo in email headers, use your brand colors for button styling, and make sure every automated message sounds like it came from a real person who genuinely cares about the client’s experience.

Troubleshooting Common Dubsado and Showit Integration Issues

The Form Is Not Displaying Correctly

If your embedded Dubsado form is not displaying properly within your Showit canvas, the most common cause is a container sizing issue.

Check that the HTML embed container in Showit is wide enough to accommodate the form. Dubsado forms have minimum width requirements, and a container that is too narrow will cause fields to stack incorrectly or display off-screen.

For the mobile canvas, set the container to 100% width and adjust the height to accommodate the full form length. Test across multiple screen sizes using Showit’s preview function and also test on a real mobile device before publishing.

Submissions Are Not Triggering Workflow Automation

If form submissions are not triggering your Dubsado workflow, verify that the workflow is actively assigned to the specific lead capture form being used. In Dubsado, each form can be assigned to a different workflow, and a form without an assigned workflow will capture the lead without triggering any automation.

Also check that the workflow status is set to active rather than draft. Dubsado workflows must be published and set to active before they will trigger automatically on new submissions.

The Embed Code Shows Raw Code Instead of the Form

If your Showit page is displaying the raw embed code text instead of rendering the form, the issue is typically that the code was pasted into a text element rather than an HTML embed widget.

In Showit, delete the text element and add a dedicated HTML embed element instead. The HTML embed widget is specifically designed to render code correctly, while text and rich text elements will display code as plain text without rendering it.

Optimizing Your Showit Contact Page for Dubsado Conversions

Designing Around the Embedded Form

The design of your contact or inquiry page in Showit has a significant impact on how many visitors actually complete and submit your Dubsado form.

Position your form in a logical, expected location, typically below a brief introduction that explains what happens after they submit and what information you need from them. Reduce visual clutter around the form to minimize distractions during the completion process.

Use Showit’s typography controls to add clear instructional text above the form that sets expectations. Something like “Fill out the form below and I will be in touch within 24 hours” reduces anxiety and increases completion rates meaningfully.

Adding Social Proof Near Your Inquiry Form

Placing a short testimonial or client review near your Dubsado inquiry form in Showit reinforces trust at the exact moment a prospect is deciding whether to reach out.

Use a quote from a past client that speaks to your responsiveness, your professionalism, or the outcome of working with you. This is the final trust signal before someone commits to sharing their contact information, and it can meaningfully improve form completion rates.

Our article on designing a high-converting homepage in Showit covers conversion-focused design principles that apply directly to inquiry pages as well.

Setting Up Showit Pages for Each Stage of the Client Journey

Separate Pages for Different Inquiry Intents

For service businesses with multiple offerings, consider building separate Showit pages for each service with a dedicated Dubsado form embedded on each one.

This allows you to create service-specific intake forms in Dubsado that capture the exact information you need for each offering, and to trigger different workflows based on which service the inquiry is about.

A wedding photographer, for example, might have separate inquiry pages for wedding photography, engagement sessions, and portrait sessions, each connected to a different Dubsado form and workflow.

Our guide on what website pages wedding photographers need outlines the essential page structure for photography businesses and explains where inquiry forms fit into each page’s conversion strategy.

Building a Thank You Page in Showit

After a visitor submits your Dubsado form, you can redirect them to a custom thank you page built in Showit.

In Dubsado’s form settings, look for the post-submission redirect option and enter the URL of your Showit thank you page. This page should confirm that their inquiry was received, explain what to expect next, and optionally invite them to explore more of your website while they wait to hear from you.

A custom thank you page is also a valuable opportunity to install a conversion tracking pixel confirming a completed inquiry, which helps you measure the effectiveness of any advertising campaigns driving traffic to your website.

Frequently Asked Questions