CRM forms are often used to collect client data. Once a client fills out a form, the details are saved to CRM. You can set up a process to automatically email this information to an employee.

Here's how to set it up in three steps:

1. Create and configure a CRM form
2. Connect a mailbox
3. Set up an automation rule to send an email

Create and configure a CRM form

Create a new CRM form and choose a use case like Contact or Feedback.
Add a CRM form

Fields. Configure the following fields:

• First Name (Contact)
• Last Name (Contact)
• Phone (Contact)
• Email (Contact)
• Comment (Deal)

CRM entities. Select Deal + Customer and save the changes.

Also, you can add the form to your website widget.
Website widget

Connect a mailbox

Integrate your mailbox with Bitrix24 to send emails using automation rules.
Connect mailboxes to Bitrix24

Set up an automation rule to send an email

After your customer completes the form, a new deal will appear in the first stage of the pipeline. To create a new automation rule there:

1. Click the + button under the stage name.
2. Open the Employee alerts section.
3. Select Send email.

Configure the following parameters:

• Time: Set to Immediately
• From: Select the connected email address
• To: Choose a user who will receive the email, e.g., set to Responsible or yourself

Enter the subject and message text. To insert field values like a name, phone number, email, and comment:

1. Click the three dots (...) button next to the text window.
2. Find the needed fields in the list. For example, to insert the Comment field value, type comment in the search bar and select the one from the deal form.

How it works

When a client completes the CRM form on your website, a new deal and contact are created in CRM. Open the Automation tab in the deal form to check the rule status. It is marked in green once it's done.

The employee receives an email with all the data from the completed CRM form.