Go to the CRM section > CRM Forms.
Click the Add new form button.
Next, select the most suitable use case.
You can select one of four use cases (others will be available soon):
- Contact information - collects customer phone numbers and emails.
- Feedback - collects customer reviews and opinions.
- Callback - allows your clients to use the callback option.
- Expert mode - customize the entirety of the form preferences.
Contact information and Feedback
Fields
Checkmark the needed fields and click Save.
The selected fields will appear in the CRM form.
You can change the order of the fields in CRM form by dragging and dropping the corresponding field's six dots button.
Click the Add separator button to add the separator. For example, select the Line type of separator.
You can move the separator the way you need it.
You can also add the text header. Click Add separator > Text header. You can edit the text of the header by clicking the Pencil button.
If you want to add another form page, click the Add header > Form page.
Any field or separator can be deleted. Click the delete button.
Agreements
Click the pencil button to select the agreement behavior.
CRM entities
For additional settings configuration, click the Expert mode button.
If you want to create an order, enable the corresponding option. It allows you to work with invoices. You can also activate the Show payment form after submission option.
Form hosting
You can select the On external site > copy the code > add it to your website where you want the form to be shown.
To have the form show up when a link or a button is clicked, select the Show form on button click > insert the form code before this element. If your page contains multiple command elements, add the code before each link or button.
To show this form on all pages of your site, select the Auto show option > add the code between the tags <head> and </head>.
Other settings
The Show banner Powered by Bitrix24 option can be disabled only by commercial plans' subscribers. This option is not available if you're using the Free plan.
Callback
Callback
Expert mode
Client match
For example, you have the contact details of your client. You can send the client an email > attach the link to the CRM form in which the client can leave their feedback. If the client clicks the link in their email and leaves feedback, it will be automatically linked to the client in your CRM.
Thus, the CRM forms "recognize" the customer and automatically insert data into the corresponding fields.
Headers and buttons
Spam protection
The key to the invisible form is not required. But if you have your own key, enable the Use custom reCAPTCHA settings option and enter the key.
Field show rules
Currently, the only option available is Different field values manage different fields. Click the Create rule button.
Select the required fields and their values. Thus, after the customer fills out a form field, another field will be shown. For example, a customer wants to order something to print. If he chooses A4 in the print format field, then the file field will be shown in the 1280x720 resolution.
Post-submit action
By default, two types of messages are available: after successful submission and if the submission failed.
Click the Edit text button to edit the text.
You can also set the Redirect option if the submission is successful or failed. You can specify the Delay before redirect.
Default values
Select a field. This field will not be visible to the client. For example, we want to learn where the client has come from and configure the automation rule based on this information. Let's select the Source field.
Specify the required field value by clicking on the pencil icon. You can use special tags available in the menu beside the Field Value text box.
Analytics
Facebook Lead Ads
Click Connect.
Read more in the articles:
