Setting up Bitrix24 CRM forms

Configuring Bitrix24 CRM Forms

A CRM form is a web form that Bitrix24 generates and hosts on its servers. It can be embedded on any website or sent as a link. Filling out the form automatically creates a lead, deal, or contact in the CRM. This is faster than developing your own form with API integration — but the built-in tool has specific limitations that should be known upfront.

Types of CRM Forms

CRM → Forms (or CRM → Contact Center → CRM Forms):

• Simple form — an arbitrary set of fields, creates the specified CRM entity type.
• Callback — a phone field + button, creates a lead with the type "Callback".
• Landing — a full single-page with a form, hosted on Bitrix24.

For tasks like "feedback form", "schedule a consultation", "request a quote" — a simple form works.

Creating and Configuring a Form

Step 1. Create a form. CRM → CRM Forms → "Create". Enter a name (internal), form title (visible to the client), type of entity to create (Lead / Deal / Contact / Company).

Step 2. Add fields. Drag fields from the right panel into the form constructor. Available:

• Standard CRM fields: Name, Phone, Email, Company, Comment.
• Custom fields UF_CRM_* — if they have been created in CRM.
• Form fields (not bound to CRM): free text, file, checkbox.

For each field: required/optional, field name in the form, placeholder.

Step 3. CRM integration settings.

• Lead source — set automatically.
• Responsible party — a specific manager or a rule ("from queue", "by territory").
• Deduplication: check whether a contact with that phone/email already exists. If a duplicate is found — update the existing one or create a new one.

Step 4. Actions after submission.

• Show "Thank you" message.
• Redirect to a URL.
• Create a task, launch a business process.

Step 5. Appearance. Configure colors, button font, background image. Preview is available in the same tab.

Embedding on a Website

After saving — the "Distribution" section:

Embed code — insert a <script> on the website page. The form is displayed directly within the page.

Link — opens as a separate page at yourcompany.bitrix24.ru/crm/form/.... Convenient for email campaigns, messengers.

Popup — the form opens in a modal window when a button is clicked. The button code is generated automatically.

iframe — embed on a website via <iframe src="...">. Least preferred option due to responsiveness issues.

Custom Fields in the Form

If fields not in the standard CRM set are needed (for example, "Region", "Request Type", "Preferred Call Time"):

1. CRM → Settings → Custom Fields → Leads → "Add Field".
2. Field type: string, list, date, checkbox.
3. The field appears in the CRM form constructor under "Custom Fields".

Values from these fields are saved in the lead and available in reports.

CRM Form Limitations

Design. Customization capabilities are limited — custom CSS cannot be specified. If the form must exactly match the site design — a CRM form is not suitable; custom development with the REST API is needed.

Multi-step forms. A CRM form is single-step. A funnel with multiple screens ("step 1 — contacts, step 2 — order parameters") is not natively supported. It can be simulated through multiple forms with redirects, but this is inconvenient.

File fields. File upload is supported, but files are saved on Bitrix24 Drive, not directly in the lead card. Accessible through activities.

CAPTCHA. Built-in spam protection — Google reCAPTCHA, enabled in form settings.