To start with CRM web forms, go to CRM > CRM Forms & click Add New Form:
Each web form in the list has own quick actions tabs:
- form public link
- embed code
- edit form
- disable\enable form
How To Configure A New Form
Main form settings:
- Name your form - the form name is an internal system name that your clients won't see.
- Add form title & form description - conversely, this will be shown to your clients.
- Add fields to the form: you can add lead, contact, company, deal, quote or invoice default & custom fields to the form with the help of right-side menu. Click "+" to unroll fields available for each CRM entity. If you need to add a new custom field to lead, contact, etc. please go to CRM > Settings > Form & Report Settings > Custom fields.
- Add products (services) to your form - if you'd like your clients to choose products they are interested in or to be redirected to online payment page (Paypal), then add product list to your form. Don't forget to rename the product list - this name will be shown to your clients - e.g. "Choose product". Click on Settings icon next to product list field to configure: sel ect products to add them to the form. You can make this field required if needed.
Form theme & custom background image can be configured under "More" options. You can disable Powered By Bitrix24 signature here as well (for commercial plan subscribers only).
You can use custom CSS styles as well.
Configure CRM entities that will be created after the form is filled
If you choose to create lead & an invoice - an invoice configuration menu will show up. If you'd like to connect your Paypal account & receive payment from your clients via this fr om, activate Forward to payment page after this form is completed option. Paypal can be configured under Settings > Payment options > Payment system > Paypal.
Terms Of Service
Below you'll find an example of web form public link:
You client can fill in such form quickly & click Send:
If you have Create Invoice option configured with PayPal, your client will see the invoice with PayPal tab: