Long-awaited lead capture forms for your Bitrix24 CRM are finally there. Everyone knows what a web form is, but sometimes working with forms may require additional efforts:
- Need of a website where the form will be placed;
- Web form creation may be complicated for a sales agent when additional programming skills are demanded;
- Difficulties with filled form results processing;
- Results transfer to the CRM;
- Form results analytics where e.g. Google Analytics connection can be really handy.
The purpose of any web form is to get a new lead or contact, or add more information to the existing client records in your CRM.
We have tried to minimize your efforts with a new smart web forms in Bitrix24. Read our short article about it:
https://helpdesk.bitrix24.com/open/9347751/?sphrase_id=41983403
Discover the advantages of Bitrix24 CRM web forms:
1.
Easy web form designer:
2.
Public page for your web forms with your Bitrix24 domain name (your company name) on it:
Custom background image, different tabs background & text colors, 3 types of form theme, etc.
3.
Integration with Bitrix24 CRM:
4.
Queue of several responsible persons for web forms results distribution (
coming soon)
5.
Web forms results can be
connected to Google Analytics (you will be able to add your Google Analytic ID inside the form designer)
6.
Five pre-designed forms (
coming soon)
7.
Three scenarios for web forms:
- Simple forms;
- Forms with field rules;
- Forms with online payment option (e.g. client will be forwarded to Paypal payment page after form is completed):
Products from the catalog can be selected and added to the form, so that a client will be able to choose:
After the form is completed, the client will see the final invoice with online payment options and be redirected to the chosen provider (e.g. Paypal) payment page:
8.
Embedded forms – copy & paste the code into your web page:
Use Bitrix24 CRM forms to boost productivity. All form data will be saved to the CRM system; managers will only have to process the collected information inside the CRM system.
Use forms in the chat, on your site's pages or send a link to a public page so that your clients can complete the form whenever they choose.