CRM forms are placed on the website to collect customer contact information. The client can also register for an event, place an order in an online store or book a service. CRM form is an important component of websites and help to attract new customers.
You can place a CRM form on a website created in Bitrix24 or another CMS.
Place CRM form on the website created not in Bitrix24
CRM form on site page
- Go to the Sites and stores section and select a site.
- Open the site page in the edit mode.
- Select the location where the form will be placed and click Add block.
- Find a CRM form block and select the template.
Configure CRM form settings and design or select a pre-created CRM form.
- Click the Edit button > Edit block.
- Click Edit block.
- Select the form and its design.
- Save changes.
CRM form in widget
Widget is a tool for website visitors to communicate with the company. You can place there not only different messengers and online chat, but also a CRM form.
- Go to the CRM > Sales > Sales channels > Website widget.
- Select the CRM form and click Edit to open the widget settings.
- Enable the CRM form.
- Come back to the Sites and stores section. Click Configure site in the menu.
- Select the CRM form widget in the settings.
In brief
- CRM forms are placed on the website to collect customer contact information.
- Go to the Sites and stores section and select a site.
- Open the site page in the edit mode.
- Select the location where the form will be placed and click Add block.
- Find a CRM form block and select the template.