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Integrate AI chatbots with SOTA CRM

No-code website builder with HTML integration; create stunning sites in seconds using a drag-and-drop editor.

Overview

SOTA CRM is a powerful sales and marketing platform tailored for small businesses. It offers a no-code website builder with a simple drag-and-drop interface, enabling users to create professional websites effortlessly.

Unique Features:

  • Automated sales pipeline management
  • Email and SMS marketing automation
  • Booking calendar for scheduling
  • Power dialer for efficient outreach
  • HTML Builder for custom HTML integration (Elite plan)

With these features, SOTA CRM streamlines customer relationship management and enhances marketing efforts.

Add Custom HTML Documentation

Step-by-Step Guide to Integrate Custom HTML in SOTA CRM

  1. Log into Your SOTA CRM Account
    Access your account by visiting the SOTA CRM login page and entering your credentials.

  2. Navigate to the Website Builder
    From the dashboard, find the section for building or editing your website. This is typically labeled as "Website Builder" or similar.

  3. Select the Page to Edit
    Choose the specific page where you want to add custom HTML. You can either create a new page or edit an existing one.

  4. Access the HTML Builder
    Look for an option labeled "HTML Builder" or "Custom HTML" within the editing tools. This feature is available in the Elite plan.

  5. Insert Your Custom HTML
    In the HTML Builder, you should see a text area or code editor. Paste your custom HTML code into this area. Ensure that your code is clean and free of errors.

  6. Preview Your Changes
    Use the preview function to see how your custom HTML will appear on the live site. Make adjustments as necessary.

  7. Save Your Changes
    Once you are satisfied with how it looks, save your changes to ensure that your custom HTML is integrated into the page.

  8. Publish Your Page
    Finally, publish the page to make your changes live on your website. Check the live site to confirm that the custom HTML appears as intended.

Additional Tips

  • Always back up your existing HTML before making changes.
  • Test your custom HTML on different devices to ensure compatibility.
  • If you encounter issues, consult SOTA CRM's support or help center for assistance.

Integration Guide

For more information on how to add custom HTML to your SOTA CRM website, please refer to the Custom HTML Documentation.

How to integrate OpenAssistantGPT with SOTA CRM

  1. Create your OpenAssistantGPT chatbot

    Sign in to your OpenAssistantGPT dashboard and create a new chatbot or select an existing one.

  2. Configure your chatbot settings

    Customize your chatbot's appearance, behavior, and knowledge base to match your website's needs.

  3. Get your embed code

    In your OpenAssistantGPT dashboard, go to the "Deployment" section and copy your unique embed code.

  4. Add the embed code to your SOTA CRM website

    Log in to your SOTA CRM account, open your website editor, and add an HTML or Custom Code element to your site. Paste the OpenAssistantGPT embed code into this element.

  5. Publish your website

    Save your changes and publish your website to make the chatbot live.

Advanced Configuration

For more advanced integrations with SOTA CRM, you can customize the following:

  • Chatbot position and appearance on your website
  • Trigger conditions (e.g., time on page, scroll depth)
  • Custom welcome messages based on the page content
  • Integration with your existing forms and contact systems

Builder Details

No-code Solution

✅ No coding required

Custom HTML Support

✅ Supports custom HTML