Elementor Pro Form Widget - Bitrix24 CRM - Integration

Step 1 – Installation

Note: This plugin requires the Elementor Pro plugin.

WordPress admin dashboard:

Go to `Plugins` -> `Add New`.
Click `Upload Plugin`.
Upload `Elementor Pro Form Widget – Bitrix24 CRM – Integration` plugin zip file.
Activate it after the upload is complete.

Manual upload – FTP, SSH, SFTP etc:

Unzip `Elementor Pro Form Widget – Bitrix24 CRM – Integration` plugin zip file.
Upload it to your `WordPress` plugin directory (usually /wp-content/plugins ).
Go to `Admin` -> `Plugins` and activate it.

Step 2 – Settings in CRM

Go to your `Bitrix24` -> `Applications` -> `Developer resources`. https://your_bitrix24/devops/

Click `Other` in tab `Common use cases`.

Click `Inbound webhook`.

Copy value from `Webhook to call REST API`.

Assign permission `Tasks (task)`, `Tasks (extended permissions) (tasks_extended)`, `CRM (crm)` and `Chat and Notifications (im)`.

Click the button `SAVE`.

Step 3 – Crm integration settings

Go to the `Elementor` -> `Bitrix24`

Insert in the field `Inbound web hook` copied value.

Save settings.

If you made changes to the fields in CRM, do not forget to return to the settings page and reset the cache of fields so that the changes are reflected in the settings on the site.

If you have changed the address of your Bitrix24, do not forget to update the webhook link.

Step 4 – Form action after submit

Open to edit the page with the form that you want to send to the Bitrix24.

Click on the form and click on section `Actions After Submit` on the left. Click in the `Add action` field and select the type you need “Lead, Deal, Task, Company or Contact”.

After selecting a section will appear with fields to fill.

Below is an example of the filled-in fields.

Fill fields and click “Update” button.

When sending the form, the data will be transferred to Bitrix24.

Additional information

Where can I find the shortcode field to insert?

Open section `Form Fields`, click on the desired field, switch to the tab `Advanced`. In the field `Shortcode` there is a shortcode that can be inserted into the fields for the Bitrix24.

What can be indicated in the responsible field?

In the field responsible, you need to specify the Bitrix24 user id, that is, the number.

You can find out the user’s ID by going to the user profile page, for example, the link to the profile turned out to be https://domain.com/company/personal/user/5/, which means user ID = 5.