Request form with CRM integration

Developing a request form with CRM integration

A form on the website whose data automatically reaches the CRM is a standard task for lead-generating sites. The manager receives a notification, the lead appears in the funnel, correspondence history is saved. Without manual data transfer.

Popular CRMs and integration methods

amoCRM integration

class AmoCrmService
{
    private string $subdomain;
    private string $accessToken;

    public function createLead(array $formData): int
    {
        $resp = Http::withToken($this->accessToken)
            ->post("https://{$this->subdomain}.amocrm.ru/api/v4/leads", [
                [
                    'name'           => "Request from website: {$formData['name']}",
                    'status_id'      => config('amocrm.initial_status_id'),
                    'pipeline_id'    => config('amocrm.pipeline_id'),
                    '_embedded' => [
                        'contacts' => [[
                            'name' => $formData['name'],
                            'custom_fields_values' => [
                                ['field_code' => 'EMAIL', 'values' => [['value' => $formData['email']]]],
                                ['field_code' => 'PHONE', 'values' => [['value' => $formData['phone'], 'enum_code' => 'WORK']]],
                            ],
                        ]],
                    ],
                    'custom_fields_values' => [
                        ['field_id' => config('amocrm.source_field_id'), 'values' => [['value' => 'Website']]],
                        ['field_id' => config('amocrm.comment_field_id'), 'values' => [['value' => $formData['message']]]],
                    ],
                ]
            ]);

        return $resp->json('_embedded.leads.0.id');
    }
}

amoCRM OAuth2 tokens

amoCRM uses OAuth2 with refresh_token. Tokens need updating every 24 hours:

class AmoCrmTokenManager
{
    public function getValidToken(): string
    {
        $stored = Cache::get('amocrm_access_token');
        if ($stored) return $stored;

        // Update via refresh_token
        $resp = Http::post("https://{$this->subdomain}.amocrm.ru/oauth2/access_token", [
            'client_id'     => config('amocrm.client_id'),
            'client_secret' => config('amocrm.client_secret'),
            'grant_type'    => 'refresh_token',
            'refresh_token' => decrypt(Setting::get('amocrm_refresh_token')),
            'redirect_uri'  => config('amocrm.redirect_uri'),
        ]);

        $tokens = $resp->json();
        Cache::put('amocrm_access_token', $tokens['access_token'], 82800);  // 23 hours
        Setting::set('amocrm_refresh_token', encrypt($tokens['refresh_token']));

        return $tokens['access_token'];
    }
}

UTM tags in request

Traffic source is fixed in cookies on first visit and sent with the form:

// Save UTM on first visit
const utmParams = ['utm_source', 'utm_medium', 'utm_campaign', 'utm_term', 'utm_content'];
const params    = new URLSearchParams(window.location.search);

utmParams.forEach(param => {
  if (params.has(param)) {
    document.cookie = `${param}=${params.get(param)};path=/;max-age=2592000`;
  }
});

// Add UTM when submitting form
function getUtmData() {
  return Object.fromEntries(
    utmParams.map(p => [p, getCookie(p) || '']).filter(([, v]) => v)
  );
}

Timeline

Request form with integration into one CRM via API: 3–5 working days.