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Managing orders is a central part of any business, and Bitrix24 provides the tools to handle this process directly within the CRM. Orders not only record customer requests and purchases but also connect with products, inventory, and client information, allowing you to keep everything in one place. In this section, we will look at how […]
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CRM forms are an essential part of collecting and managing customer information directly through your website or communication channels. They allow businesses to create structured forms for inquiries, registrations, feedback, or any other type of data collection. Once created, these forms can be shared, embedded, or connected with widgets and chat tools, making it easy […]
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This article will help you understand how to use CRM forms in Bitrix24 and how these forms connect with different CRM entities like Leads, Contacts, Deals, and more. You will learn how to create forms, add different fields, and link them to the correct CRM parts so the information is saved properly. We will also […]
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Integrating Bitrix24 CRM forms directly with Google Analytics 4 (GA4) enables you to monitor essential user interactions like form views, field inputs, and submission events in real time—all without needing any third-party tools. GA4 offers a modern, event-driven approach to tracking, making it easier to collect behavioral data from your forms. With Bitrix24’s built-in support […]
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In CRM forms, not all fields need to show all the time. You can make forms smarter by showing or hiding certain fields based on what a user selects. This is done using Field Show Rules. These rules help keep your forms clean, user-friendly, and personalized. For example, if someone selects “Yes” for making a […]
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Welcome to this quick guide on connecting your Facebook Lead Ads directly to Bitrix24! If you’re generating leads through Facebook and want them to flow automatically into your CRM—this video is for you. We’ll show you how to link your Meta Business Suite with Bitrix24’s Contact Center, so every time a form is filled on […]
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How to Create UTM-tagged links 🔗 Base Website URL This part of the link never changes: https://emcsoft.io/ 🧩 UTM Parameters Explained To track where each visitor is coming from, you’ll add the following tags to the end of the URL: utm_source= → The platform or app the traffic is coming from (e.g. instagram, facebook, tiktok) […]
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Introduction: Before delving into the details, it’s crucial to understand the benefits of setting up your own domain for CRM forms in Bitrix24. This feature allows you to customize the URL of your form, providing a more professional look and making it easier for your clients to recognize your brand. This step-by-step guide will walk […]
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Introduction: This article delves into the application of these robots in conjunction with CRM forms, guiding you through the logic and demonstrating the methodology. The Process: Setting Up CRM Forms: ● Navigate to CRM forms. ● Click on ‘add-ons’ and proceed to create a form to collect client contact data including first name, last name, […]
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