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Contact Form 7 – Bitrix24 CRM – Integration – Instructions

Step 1 – Installation

Note: This plugin requires the Contact Form 7 plugin.
Note: The plugin requires a minimum 5.4 PHP version.

WordPress admin dashboard:

  1. Go to `Plugins` -> `Add New`.
  2. Click `Upload Plugin`.
  3. Upload `Contact Form 7 – Bitrix24 CRM – Integration` plugin zip file.
  4. Activate it after the upload is complete.

Manual upload – FTP, SSH, SFTP etc:

  1. Unzip `Contact Form 7 – Bitrix24 CRM – Integration` plugin zip file.
  2. Upload it to your `WordPress` plugin directory (usually /wp-content/plugins ).
  3. Go to `Admin` -> `Plugins` and activate it.

Step 2 – Settings in CRM

Go to your `Bitrix24` -> `Applications` -> `Web hooks`.
https://your_bitrix24/marketplace/hook/

Click `ADD WEB HOOK`. Choose `Inbound web hook`.

Check `Tasks`, `Tasks (extended permissions)`, `CRM` and `Chat and Notifications (im)`. Click the button `SAVE`.

Copy value from `REST call example URL` without `profile/`.


Step 3 – Crm integration settings

Go to the Contact Form 7 -> Integration.

Find “Integration with Bitrix24” and click the button “Go to setup”.

Insert in the field `Inbound web hook` copied value.

Save settings.


Step 4 – Form settings

Go to the Contact Form 7. Open the form which your want to send to Bitrix24.

Open tab Bitrix24.

Set checkbox “Enable send the lead”.

Choose the type of a lead that will be generated in CRM (lead, deal, task, contact or company).

Fill fields and click “Save” button.

When sending the form, the data will be transferred to Bitrix24.

Below is an example of the filled-in fields.

Another type is filled in by analogy.

Additional information

Generating a shortcode `bitrix24_select` for generating a selection field from Bitrix24 CRM values.

Example:
[bitrix24_select lead_status entity:lead field:STATUS_ID include_blank multiple class:class-1 class:class-2]

  • `lead_status` – field name.
  • `entity:lead` – type of entity to which the field belongs. Options: `lead`, `deal`, `contact` or `company`.
  • `field:STATUS_ID` – field name from Bitrix24.
  • `include_blank` – adds an empty value to the first item. Optional.
  • `multiple` – enable multiple choice. Optional.
  • `class` – allows you to add custom CSS classes. Optional.

In the form template:

In the bitrix settings:


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