Callback Form Setup
5 min read
Vlad Kovalskiy
October 20, 2016
Last updated: April 5, 2023
Callback Form Setup
b1801b18e9bf3660632d2e8c74a434db.png

New Bitrix24 website widget offers 3 new options: online chat, web form & callback form. Callback is a special preset web form that your website visitors can fill to request a callback form your team. It can be found under CRM > CRM forms > Preset forms > Callback form.

*In order to create new callback form please activate callback option in the web form settings page:

5bdc29bf156e685a8e8c19280e67b713.png

You can quickly access callback web form settings page from the widget Callback > Configure:

379f0523c7f764f80d28d36df94ce548.png

Please use the callback web form settings page to configure fields names, default client messages and tab names.

f2e45602836422e25d2337c135ed45e7.png

Navigate to post-submit action settings to add customized form submission messages.

87e8469de03e1cd0db34279f54f19469.png

The “phone” field in the callback form is associated with phone filed in Bitrix24 leads. This means that all new phone numbers submitted via this callback form will be automatically added to your Bitrix24 CRM as new leads. If the phone number submitted via callback form already exists in your CRM – a new lead won’t be created – and a callback activity will be assigned to the user responsible for the identified client.

Phone number from which the callback action will be performed – is your phone number connected in Bitrix24 Telephony section (rented number or connected PBX). If you have several phone numbers configured please choose which one will be used for the callbacks.

*Call routing should be configured in Telephony > Phone numbers.

Additionally, you can set a text message that will be played to a responsible person before the call (callback web form settings). Sales manager’s answer on this call – is a callback to your client – please note that this is an outgoing call you will be charged for.


c04511e73d3ba48ed44f60ac8e1da95d.png


How callback works


1. Your client leaves a phone number in your website callback form

af26957556b8ff0c288196f15f1b3104.png

2. Your sales manager receives an incoming call marked as “Callback call”. If the sales manager doesn’t pick up the call, it will be redirected to other managers configured in phone number settings “queue”.

1431871697c7c6fde4ffb269c4af1ce3.png

3. When the sales manager picks up the call – an outgoing call is made to your client.

a6bd7367ec7f5d8d79d0dba1ca0eaf01.png

4. All filled callback forms are added to Bitrix24 leads automatically.

Callback form is based on Bitrix24 CRM web forms.

Most Popular
Bitrix24 Business Seminar in Dubai 2023
On-Premise Bitrix24 Upcoming Price Adjustments
New In Bitrix24 Warehouses
Automating Business Processes With Bitrix24 Smart Scripts
SMS Messaging in Bitrix24

Free. Unlimited. Online.

Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.

Start for free
You may also like
CRM Today 7th Webinar: Analytical Reporting
Webinars
CRM Today 7th Webinar: Analytical Reporting
1 min read
New In Inventory Management
New In Inventory Management
1 min read
Synchronize Bitrix24 Calendar with iCloud
Bitrix24 tips and updates
Synchronize Bitrix24 Calendar with iCloud
1 min read