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Ninja Forms – Bitrix24 CRM – Integration

Ninja Forms Bitrix24 CRM Integration is a Bitrix24 integration plugin for WordPress that makes it really simple to send your Ninja Forms forms directly to your Bitrix24 account.
Updated: 11 February 2021
Sales: 36

Step 1 – Installation

WordPress admin dashboard:

  1. Go to `Plugins` -> `Add New`.
  2. Click `Upload Plugin`.
  3. Upload `Ninja Forms – Bitrix24 CRM – Integration` plugin zip file.
  4. Activate it after the upload is complete.

Manual upload – FTP, SSH, SFTP etc:

  1. Unzip `Ninja Forms – Bitrix24 CRM – Integration` plugin zip file.
  2. Upload it to your `WordPress` plugin directory (usually /wp-content/plugins ).
  3. Go to `Admin` -> `Plugins` and activate it.

Step 2 – Settings in CRM

Go to your `Bitrix24` -> `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`, `Tasks (extended permissions)`, `CRM` and `Chat and Notifications`.

Click the button `SAVE`.

Step 3 – Crm integration settings

Go to the `Ninja Forms` -> `Settings`.

Find the tab `Bitrix24` and click.

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.

Step 4 – Form settings

Go to the `Ninja Forms`. Open the form which your want to send to Bitrix24.

Open setting tab “Emails & Actions” and click “Add new action” button in the lower right corner.

Click on the type you need “Lead, Deal, Task, Company or Contact”.

Fill fields and click “Done” button.

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

Below is an example of the filled-in fields.

When filling, use the built-in functionality `Ninja Forms` by clicking on the icon in the end of the field.