Ninja Forms — Bitrix24 CRM — Integration

Ninja Forms Bitrix24 CRM Integration is a Bitrix24 integration plugin for WordPress that makes it really simple to send your Ninja Forms forms directly to your Bitrix24 account. After the integration, submited the form are automatically added as lead, deal, task, contact or company to the specified account in Bitrix24, together with additional data.

Features:

• Integrate your `Ninja Forms` forms with Bitrix24 CRM.
• Works with any edition of Bitrix24 CRM.
• You can choice that your want to generate — lead, deal, task, contact or company.
• You can set up each form personally, specify which information your want to get.
• Creation of the deal and the task, occurs together with the creation / binding of the contact and the company. (if their fields are filled).
• Creation of notifications in Bitrix24 CRM when adding a task.
• Fields are loaded from the CRM (including custom fields) (except for tasks).
• Integrate unlimited `Ninja Forms` forms.
• Supports for `utm` params in `URL` to use.
• Multiple deal pipeline support.
• Supports for uploaded files for types `lead` and `deal`.
• Image previews.
• Super easy to set-up!

If you want to test the plugin before buying, you can do this by sending a request for a demo via the “Get a demo” link (link under the “Buy on Envato” button) on the get demo page (go to). You will receive a full site to check the work, requests are processed automatically, so you do not need to wait long.

Step 1 — Installation

Note: The plugin requires a minimum 3.* `Ninja Forms` version.

WordPress admin dashboard:

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

Manual upload — FTP, SSH, SFTP etc:

1. Unzip `Ninja Forms — 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 `Ninja Forms` -> `Setting`.

Find the tab `Bitrix24` and click.

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

Save settings.

Step 4 — Form settings

Go to the `Ninja Forms`. Open the form which your want to send to Bitrix24.

Open setting tab “Emails & Actions” and click “Add new action” button in the lower right corner.

Click on the type you need “Lead, Deal, Task, Company or Contact”.

Fill fields and click “Done” button.

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

Below is an example of the filled-in fields.

When filling, use the built-in functionality `Ninja Forms` by clicking on the icon in the end of the field.

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