Use cases come with preset settings to help you quickly start using CRM forms. For example, if you're collecting applications for an event, you can choose the Online event case, which automatically adds relevant fields like Position and Event format.
To choose a use case for a CRM form, open the form editor, click the current case name, and select another one.
All use cases are categorized into several groups. Let's explore them in more detail.
Client communications
This group includes four use cases:
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Callback: Capture a potential client's phone number so you can quickly call them back.
Callback form -
Contact information: Get a customer's name, phone number, and email. It is selected by default for new forms.
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Feedback: Collect customer feedback.
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Multiple page form: Distribute form fields across multiple pages. It is useful for surveys like NPS.
To add a new page, click Add separator and select Form page. You can drag the separator anywhere in the list of fields.
Sales
Add products to the form and place it on your website, so customers can easily select a product and place an order.
CRM forms for product sales
Social media orders
Connect your Facebook Lead Ads form to Bitrix24, so when your client fills out a form on Facebook, the data will automatically go in your CRM.
Facebook Lead Ads integration
Prefill form fields
Learn more about the autocomplete option.
Autocomplete fields in CRM forms
Order delivery
There are two use cases available:
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Delivery: Creates custom fields for delivery and adds products to the form.
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Payment and delivery: Creates custom fields for delivery and adds products to the form. Customers fill in the fields, select products, and proceed to a payment page.
Accept payment in the deal form
Connect payment systems in Sales Center
Register for event
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Online event: Suitable for registering participants for online events.
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Register at offline (in-person) event: Ideal for in-person event registrations, with the autocomplete option disabled.
Autocomplete fields in CRM forms -
Offline event: Useful for in-person event registrations, with the autocomplete option enabled.
To change the options for the Event format field, click the pencil icon.
Add data to CRM
The Add data to CRM use case displays fields from the contact. The autocomplete option is disabled. It is suitable for quickly filling in details in CRM, if you don't have access to this section, or you are at an offline event.
Forms with conditional fields
These are cases that use different field show rules. They show only the necessary fields based on customer responses, instead of displaying all fields at once.
Field show rules
Other
Select Custom preferences with all possible form settings available.
Add a CRM form
