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Bitrix24 On-Premise

Bitrix24Care

Jotform Integration app

Jotform integration app allows you to connect Jotform web forms as data sources to Bitrix24 CRM. With the app, you'll be able to generate leads, deals or contacts in your CRM as well as custom fields to make sure no data gets lost in the process.

Install the app from Bitrix24 Market following the standard installation procedure.

Connect JotForm to Bitrix24

To connect JotForm web forms to Bitrix24, you'll need to generate an API key for your Jotform account.

Go to Account settings => API section and create a new key with Full Access permissions. A new key is granted Read permissions by default, however you may change its permissions level anytime by selecting the required option from the dropdown list.

How to create API keys in Jotform

Jotform. API section.jpeg
API key permissions.jpeg

Once you have the key, copy and paste it on the Jotform settings page and hit save in your Bitrix24 to apply changes and to load forms linked to your account.

Providing API key.png

Once you provide the full access API key and save the changes, the list of forms will be displayed in the left panel of the main application page.

Inactive forms.png

These forms are inactive for now. To proceed, you'll need to set up field mapping and enable sync for the forms you would like to monitor.

How to set up forms' sync

When connected, you will see all of the available web forms on the setting page in Bitrix24.
Switch to the form you need by clicking unto its name and set field mapping preferences:

Form settings sample.png

There are several available field options to select from:

Matching field Description
Name, Phone, Email System fields to store basic customer contact info
[CRM item] name Set a default name to be assigned to new leads, deals or contacts (depending on the item you choose to be created)
Source Select CRM source for new leads / deals / contacts
Responsible person A list of Bitrix24 users to be set as responsible for incoming leads / deals / contacts (randomized queue)
Products If specified a form will create a set of products based on customer's form submission and will add it as list to the Products tab of the CRM item
Custom fields in [CRM item]:[custom field's name] This option allows for selecting an existing custom fields in Leads / Deals / Contacts that will be used to store data
Create custom field (string) in [CRM item] The option can be used to create new custom fields for storing form submissions' data. Note that the fields have the String type and may not be applicable in certain scenarios
Files Specific option for file uploads. If enabled for a certain form field, it will create the Upload File custom field in leads / deals / contacts. Files will be listed as direct links
None If you select None, that field's value will not be passed to Bitrix24 from Jotform
Custom fields will be created in Bitrix24 after saving the settings.

Save the form settings to start receiving submissions' data in Bitrix24 CRM. Active forms with enabled sync will be highlighted with a green bubble in the forms' list.

Active forms.png

Processing form submissions

Process leads in Bitrix24 CRM taking advantage of the entire CRM toolset, automation, and communication tools. When a client submits a JotForm, it automatically generates a lead or a contact in the CRM per preferences:

Jotform. Form I.jpeg

Jotform. Form II.jpeg

Jotform lead I.jpeg

Jotform lead II.jpeg

Simple as that!

Integration with HIPAA-compliant forms from Jotform is not supported in the current version of the app.

See also:

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