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WPForms – Bitrix24 CRM – Integration

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WPForms Bitrix24 CRM Integration is a Bitrix24 integration plugin for WordPress that makes it really simple to send your WPForms forms directly to your Bitrix24 account.
2500 руб.
Updated: 06 сентября 2024
Sales: 73
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Lifetime license for 1 site, 6 months of support and updates (extension of support and updates for 1 year - 850 руб.)

Description Screenshots Documentation Reviews on our work Changelog

Step 1 – Installation

WordPress admin dashboard:

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

Manual upload – FTP, SSH, SFTP etc:

  1. Unzip `WPForms – 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` -> `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 WPForms -> 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 3 – Form settings

Go to the WPForms -> All Forms. Open the form which your want to send to Bitrix24 CRM.

Open tab Settings -> Bitrix24 CRM.

Set checkbox “Enable send”.

Choose the type of a lead that will be generated in CRM (lead, deal, task, contact or company).

Fill fields and click “Save” button.

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

Below is an example of the filled-in fields.

Another type is filled in by analogy.

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.

Additional shortcodes

  • {utm_source}
  • {utm_medium}
  • {utm_campaign}
  • {utm_term}
  • {utm_content}
  • {roistat_visit}
  • {gaClientID}
  • {yandexClientID}
  • {_fbp}
  • {_fbc}

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