Как bitrix24 подключить к wordpress

How to Use Bitrix24 CRM with WordPress

Bitrix24 is an all-in-one business software with a suite of tools to help grow your company and manage customer relationships. Using Bitrix24 with WordPress could be an effective combination for streamlining your business. Your WordPress site can help capture sales and leads while Bitrix24’s Customer Relationship Management (CRM) handles the rest. This article will discuss the features of Bitrix24 and how to use the Bitrix24 CRM with your WordPress website.

1 What is Bitrix24 CRM?
- 1.1 Who Uses Bitrix24?
- 1.2 Why Connect Bitrix24 CRM with WordPress?
- 2.1 Bitrix24 CRM
- 2.2 Bitrix24 CRM for Customer Quotes and Invoicing
- 2.3 Quotes and Invoices
- 2.4 Bitrix24 for Customer Support Call Centers
- 3.1 Using Bitrix24 CRM Embeddable Forms
- 3.2 Other Ways to Integrate Bitrix24 with WordPress
What is Bitrix24 CRM?

Bitrix24 is an enterprise collaboration and CRM platform that helps businesses improve communication and performance while lowering business costs. It consists of several integrated applications that cover every aspect of running and managing a company including project management, CRM, task management, document management, file sharing, and more.

Bitrix24 is available in both cloud-based and self-hosted versions. It offers a wide range of features and pricing options to meet the needs of businesses of all sizes. The best part is that many of its features integrate with WordPress websites, especially form and WooCommerce, to make your business operate smoothly.

Who Uses Bitrix24?

Bitrix24 has a CRM and a collaboration platform used by millions of companies worldwide. The platform helps sales, marketing, and support teams work together more efficiently and improve customer relationships. So, both small businesses (SMBs) and large enterprises can find success with it.

Customer service, marketing, and sales organizations use Bitrix24 by using a single source of truth for tracking and managing customer interactions alongside corresponding tasks and internal communications. Plus, the platform is robust and flexible allowing organizations to completely customize how it is used to fit the operations and strategy of each company.

Why Connect Bitrix24 CRM with WordPress?

WordPress enables business owners to create any type of website they need. And it is a popular CMS because it is flexible and easy to use, especially with front-end no-code page builders like Divi.

Your website oftentimes acts as the frontline of service to your customers. Therefore, integrating your WordPress site with Bitrix24 can help improve your customer relationships and grow your business. A WordPress site connected to Bitrix24 can send customer data collected on the site straight to your Bitrix24 CRM. This allows you to connect sales and support organization tools and automation to increase the efficiency and quality of each function. When the technology is accessible and connected with helpful employees, businesses can deliver on their promises and improve customer value.

Bitrix24’s Features

Bitrix24 offers a full suite of applications that are interconnected to keep disparate parts of a company running in sync. There are quite a few features under the hood that are worth considering.

Some of Bitrix24’s best features for WordPress website owners are:

Bitrix24 CRM

Bitrix24 is a powerful CRM tool that offers a variety of features and capabilities to help businesses streamline their customer relationships. Custom fields, records, reports, workflows, and kanban boards are just some of the ways that Bitrix24 can help businesses manage their customer data. Different user types can be assigned to specific tasks. This ensures the right people have access to the right information.

Kanban Workflows

The CRM can display customers, leads, and active deals in a Kanban view which lets you visualize where each is within your workflows. Users can click on any one of them to see your complete record for that object.
- Contact Information
- Background Information including previous notes
- Previous Interactions including phone calls, web chat, and email
Teams can stay on top of a full pipeline of new sales leads or customers who’ve reached out for a support inquiry. With collaboration tools built into the workflow views, entire teams can work together to move the needle. This makes Bitrix24 one of the most effective company communication applications.

Business Process Automation

Every business needs a good automation platform to make internal processes more efficient. With Bitrix24, you can customize internal automation to create tasks based on certain actions or move leads along a sale journey.

Bitrix24 CRM for Customer Quotes and Invoicing

Bitrix24 is a powerful platform for sending customer quotes and invoices and offers a wide range of features and capabilities. This allows businesses to create custom quotes and branded invoices for their customers, offer discounts and taxes, and email or print them in PDF format.

Quotes and Invoices

Businesses can also use Bitrix24 for creating custom quotes at scale to help sales teams and service providers. You can create, customize, and send quotes and track actions that potential customers take — keeping you in the know at each step.

Craft custom invoices for customers that are fully branded, accurately calculate taxes and offer discounts.

Bitrix24 for Customer Support Call Centers

The Bitrix24 call center solution provides a comprehensive set of features to help businesses manage their customer support ops. It includes a powerful workforce management system, an integrated softphone for making and receiving calls, and conversation recording for extended record keeping.

Call center technology is fully integrated with website live chat functionality that you can add to your website. Along with that, connect social accounts like Instagram and Whatsapp to serve customers where they are ready and willing. Bitrix24 offers an omnichannel support experience that scales into marketing opportunities with CRM and Email Marketing capabilities built in.

How to Integrate Bitrix24 CRM Forms with WordPress

If you’re a WordPress user, you might be wondering how to integrate your site with Bitrix24 CRM. There are a couple of ways to do this using forms to collect and update customer/lead information. And you can also make deeper connections if you use WooCommerce or a WordPress plugin that supports Zapier integrations.

In the rest of this article, we’ll run through how to complete each of these integrations and why each may be helpful.

Note: Fully integrating any CRM with a website (and the operations of your business) is a tall order. There is no one-size-fits-all approach, as each CRM configuration and website configuration will be different. Your business needs will demand different levels of integration and software solutions. The following are basic solutions for you to explore.

Using Bitrix24 CRM Embeddable Forms

Bitrix24 comes with a feature full web form creator. Web forms are the engine of a growing and flowing CRM. New leads, updated contacts, and new business can all start as a simple web form fill.

The web form creator allows you to create forms with custom fields that populate vital information necessary for your sales, support, and marketing teams. Collecting accurate and timely information on customers and prospects is imperative to increase business and customer satisfaction. These forms are built into the Bitrix24 CRM and are embeddable on your website or landing pages.

To create an embeddable form in Bitrix 24, navigate to the “CRM” pane of the online platform. Then visit the “Add ons” tab and select “CRM Forms”.

Once there, you will have two options you can use. The first option allows you to use (and customize) premade contact forms that have basic settings that work well for most businesses.

In addition to using premade forms, the second option allows you to create a new form from scratch. To do so, click the “Add” button near the top.

There are multiple options that you can use to create a custom-tailored form. These options changes both how the form operates and how it can be designed to match your brand.

Once your form is fully configured, click “Save”. Then, in the top right, click “Form Features” then “Share”.

This will open up a window with all of Bitrix24’s Form sharing options. For a simple embed code, select the “Webpage” sharing option. You’ll see a drop-down section to view the form’s code.

Copy this code and paste it into a Custom Code block or Divi’s Code Module on your WordPress website.

Using Contact Form 7 Plugin to Capture Leads for Bitrix CRM

Flamix has created a premium WordPress plugin for connecting Contact Form 7 forms with Bitrix24. If you are a power user of CF7 and are comfortable with the subscription pricing of the Flamix solution, this might just be for you.

This Bitrix24 Contact Form 7 premium plugin integration is a great way to get more from your contact forms. With custom fields, duplicate control, and UTM catching, you can make sure that your forms are as effective as possible. Use a form builder that you are comfortable using while still channeling lucrative customer data into your CRM.

For full installation steps (both on WordPress and in Bitrix24) see Flamix’s installation documentation.

Other Ways to Integrate Bitrix24 with WordPress

Non-form integrations are also vital for business websites. They can collect user interactions and gather that information to populate your CRM with accurate and actionable information. Here are a few integrations to consider.

WooCommerce

If you’re running a WooCommerce store on WordPress, then you know how important it is to have a CRM system in place to manage your customer relationships. But what if you could integrate your WooCommerce store with a CRM system like Bitrix24? With the premium WooCommerce plugin by Flamix for Bitrix24, you can do just that.

Note that this premium plugin has low installs and reviews so do what research you can before using it.

For full instructions for Flamix’s WooCommerce and Bitrix24 plugin, see the installation documentation and help video.

Zapier

If you’re using Bitrix24 for your CRM needs, you can now integrate it with WordPress using Zapier. Zapier uses WordPress triggers to perform actions within Bitrix24, making it easy to keep your data synchronized between the two platforms. This integration is especially useful if you use WordPress for your website and want to keep your customer data centralized in Bitrix24.

To see what’s possible with Zapier automation, visit the Bitrix24 and WordPress landing page.

Example Actions and Triggers available between platfoms

To set up the automation, allow Zapier access to both your Bitrix24 account and your WordPress installation. Then pick the combination of triggers/actions that are helpful for your CRM workflow in Bitrix24. Zapier gives you a lot of customization options. You may need a paid plan to achieve the level of automation that you are hoping for but a simple, lone automation may be doable on their free plan. Find out more if we piqued your interest in what’s possible with Zapier and WordPress.

Conclusion

In conclusion, Bitrix24 CRM is a great tool for WordPress users. The software is fairly easy to use and has a wide range of features. And, when combined with your WordPress site, it can help you manage your customers, sales, and marketing. If you are looking for a CRM for your WordPress site, Bitrix24 is a good consideration though there are WordPress-powered CRM solutions that you should also consider.

Have you tried to integrate a CRM like Bitrix24 with WordPress? Let us know your experience in the comments below!

Интеграция сайта на WordPress с Битрикс24 — Elementor Pro Form Widget — Bitrix24 CRM — Интеграция

Сегодня продемонстрируем как мы осуществили интеграцию сайта на WordPress с Битрикс24, при условии, что сайт создан на плагине Elementor.Для этого нам необходим админ аккаунт Битрикс24 и плагин Elementor Pro Form Widget.

Скачать плагин Elementor Pro Form Widget — Bitrix24 CRM вы можете по ссылке https://itgalaxy.company/software/wor…

Чтобы начать интеграцию, мы скачали плагин Elementor Pro Form Widget — Bitrix24 CRM, нажав кнопку Перейти

Затем на сайте WordPress перешли в раздел Плагины, где жмем кнопку Добавить новый

Далее загрузили плагин Elementor Pro Form Widget и нажали кнопку Установить

Пока плагин устанавливался открыли Битрикс24 и зашли в раздел Приложения, в подразделе Разработчикам выбрали блок Другое

В этом блоке выбираем модуль Входящий вебхук

И начали настройку, заполнили необходимые поля

Затем вернулись на WordPress и перешли в раздел Elementor и выбрали пункт Bitrix

Вставили в строку ссылку, скопированную ранее и нажали кнопку Проверить вебхук

Дождавшись извлечения файлов, жмем кнопку Активировать плагин

После мы настроили форму в Elementor Заказ звонка, чтобы клиент мог обратиться через сайт. В Битрикс24 появится новый Лид, который имеет номер телефона и имя клиента и менеджер может с ним связаться

Также мы настроили Форму для отправки заявки, где клиент прямо на сайте компании заполняет свои данные и может оставить комментарий. Данная заявка мгновенно отобразится в Битрикс24 и менеджеру нужно будет отреагировать на нее

В результате данной интеграции мы привязали заявки с сайта компании к Битрикс24 и теперь сотрудники их могут обработать и продать свои услуги или товар.

Подробности интеграции смотрите в нашем видео.

⚠ Получите консультацию по внедрению, настройке, технической поддержки Битрикс24:

Best Free CRM For WordPress

Looking for the best free WordPress CRM? You’ll love Bitrix24. First, no plugins are required, you can use Bitrix24 web forms to insert them into your WordPress-based website. Likewise, you can integrate a live chat or callback widget with your WordPress website in less than 60 seconds completely free of charge.

You can also use the existing Bitrix24 plugin WordPress CRM to directly connect your e-commerce site with Bitrix24 CRM and all orders from WordPress or WooCommerce store will be imported to CRM automatically.

And if you get the self-hosted version of Bitrix24 that comes with API, webhook support, open-source code access, and thousands of local partners ready to help you with customization, your Bitrix24 WordPress integration possibilities will become truly endless.

Create your free Bitrix24 account now and see what it can do for your business! If you still have some questions left or would like to explore the product first, check out these educational/informational videos from our YouTube channel or read the CRM manual for a quick start.

Bitrix24 offers a completely free WordPress CRM that works right out of the box but can also be used with your WordPress-based website to ensure the best results. In addition to the CRM itself, you also get a live chat, online payments, orders from WooCommerce, and other WordPress-based e-shops.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.

Внедрение или интеграция Битрикс24 на сайт с WordPress и Woocommerce

Для того, чтобы выполнить связку вашего интернет-магазина на CMS WordPress и CRM-системы Битрикс24 вам понадобится плагин ProFunctions, скачать архив с плагином можно по ссылке.

После того, как вы скачали архив с плагином, необходимо выполнить его установку. Для этого переходите в раздел «Плагины» в консоли вашего сайта и в выпадающем меню выбирайте раздел «Добавить новый», далее «Загрузить плагин» и выбирайте архив с плагином на вашем компьютере.

После установки плагина всё готово для того, чтобы начать внедрение Битрикс24 в ваш интернет-магазин. В первую очередь переходим в «Редактор плагинов» и в выпадающем списке выбираем плагин ProFunctions, как это показано на картинке ниже и нажимайте кнопку «Выбрать».

Следующим этапом интеграции Битрикс24 на сайт будет добавление в окно редактора приведенного ниже php-кода. Благодаря чему, при оформлении заказа на сайте, будет передаваться вся необходимая информация о заказе, товаре и покупателе в ваш Битрикс24, а также автоматически будет создаваться новый лид.

add_action( ‘woocommerce_thankyou’, ‘my_custom_tracking’ );
function my_custom_tracking( $order_id ) <
// Подключаемся к серверу CRM
define(‘CRM_HOST’, ‘11111111.bitrix24.ru’); // Ваш домен CRM системы
define(‘CRM_PORT’, ‘443’); // Порт сервера CRM. Установлен по умолчанию
define(‘CRM_PATH’, ‘/crm/configs/import/lead.php’); // Путь к компоненту lead.rest

// Авторизуемся в CRM под необходимым пользователем:
// 1. Указываем логин пользователя Вашей CRM по управлению лидами
define(‘CRM_LOGIN’, ‘1111111@yandex.ru’);
// 2. Указываем пароль пользователя Вашей CRM по управлению лидами
define(‘CRM_PASSWORD’, ‘11111111’);

// Получаем информации по заказу
$order = wc_get_order( $order_id );
$order_data = $order->get_data();

// Получаем базовую информация по заказу
$order_id = $order_data[‘id’];
$order_currency = $order_data[‘currency’];
$order_payment_method_title = $order_data[‘payment_method_title’];
$order_shipping_totale = $order_data[‘shipping_total’];
$order_total = $order_data[‘total’];

$order_base_info = «<hr>Общая информация по заказу 
ID заказа: $order_id 
Валюта заказа: $order_currency 
Метода оплаты: $order_payment_method_title 
Стоимость доставки: $order_shipping_totale 
Итого с доставкой: $order_total »;

// Получаем информация по клиенту
$order_customer_id = $order_data[‘customer_id’];
$order_customer_ip_address = $order_data[‘customer_ip_address’];
$order_billing_first_name = $order_data[‘billing’][‘first_name’];
$order_billing_last_name = $order_data[‘billing’][‘last_name’];
$order_billing_email = $order_data[‘billing’][’email’];
$order_billing_phone = $order_data[‘billing’][‘phone’];

$order_client_info = «<hr>Информация по клиенту 
ID клиента = $order_customer_id 
IP адрес клиента: $order_customer_ip_address 
Имя клиента: $order_billing_first_name 
Фамилия клиента: $order_billing_last_name 
Email клиента: $order_billing_email 
Телефон клиента: $order_billing_phone »;

// Получаем информацию по доставке
$order_billing_address_1 = $order_data[‘billing’][‘address_1’];
$order_billing_address_2 = $order_data[‘billing’][‘address_2’];
$order_billing_city = $order_data[‘billing’][‘city’];
$order_billing_state = $order_data[‘billing’][‘state’];
$order_billing_postcode = $order_data[‘billing’][‘postcode’];
$order_billing_country = $order_data[‘billing’][‘country’];

$order_billing_info = «<hr>Информация по доставке 
Страна доставки: $order_billing_state 
Город доставки: $order_billing_city 
Индекс: $order_billing_postcode 
Адрес доставки 1: $order_billing_address_1 »;

// Получаем информации по товару
$order->get_total();
$line_items = $order->get_items();
foreach ( $line_items as $item ) <
$product = $order->get_product_from_item( $item );
$sku = $product->get_sku(); // артикул товара
$id = $product->get_id(); // id товара
$name = $product->get_name(); // название товара
$stock_quantity = $product->get_stock_quantity(); // кол-во товара на складе
$qty = $item[‘qty’]; // количество товара, которое заказали
$total = $order->get_line_total( $item, true, true ); // стоимость всех товаров, которые заказали, но без учета доставки

$product_info[] = «<hr>Информация о товаре 
Название товара: $name 
ID товара: $id 
Артикул: $sku 
Заказали (шт.): $qty 
Сумма заказа (без учета доставки): $total;»;
>

$product_base_infо = implode(‘ ’, $product_info);

$subject = «Заказ с сайта № $order_id»;

// Формируем параметры для создания лида в переменной $postData = array
$postData = array(
‘TITLE’ => $subject,
‘NAME’ => $order_billing_first_name,
‘LAST_NAME’ => $order_billing_last_name,
‘EMAIL_HOME’ => $order_billing_email,
‘PHONE_MOBILE’ => $order_billing_phone,
‘OPPORTUNITY’ => $order_total,
‘ADDRESS_CITY’ => $order_billing_city,
‘ADDRESS_POSTAL_CODE’ => $order_billing_postcode,
‘ADDRESS_PROVINCE’ => $order_billing_state,
‘ADDRESS_REGION’ => $order_billing_state,
‘ADDRESS’ => $order_billing_address_1,
‘COMMENTS’ => $order_base_info.’ ‘.$order_billing_info.’ ‘.$product_base_infо
);

// Передаем данные из Woocommerce в Bitrix24
if (defined(‘CRM_AUTH’)) <
$postData[‘AUTH’] = CRM_AUTH;
> else <
$postData[‘LOGIN’] = CRM_LOGIN;
$postData[‘PASSWORD’] = CRM_PASSWORD;
>

$fp = fsockopen(«ssl://».CRM_HOST, CRM_PORT, $errno, $errstr, 30);
if ($fp) <
$strPostData = »;
foreach ($postData as $key => $value)
$strPostData .= ($strPostData == » ? » : ‘&’).$key.’=’.urlencode($value);

$str = «POST «.CRM_PATH.» HTTP/1.0\r\n»;
$str .= «Host: «.CRM_HOST.»\r\n»;
$str .= «Content-Type: application/x-www-form-urlencoded\r\n»;
$str .= «Content-Length: «.strlen($strPostData).»\r\n»;
$str .= «Connection: close\r\n\r\n»;

$str .= $strPostData;

fwrite($fp, $str);

$result = »;
while (!feof($fp))
<
$result .= fgets($fp, 128);
>
fclose($fp);

$response = explode(«\r\n\r\n», $result);

$output = ‘<pre>’.print_r($response[1], 1).'</pre>’;
> else <
echo ‘Connection Failed! ‘.$errstr.’ (‘.$errno.’)’;
>
>

После этого необходима замена данных у трёх важных фрагментов кода в первых двух абзацах (см. картинку ниже), а именно:

CRM_HOST — домен вашей crm-системы Битрикс24;
CRM_LOGIN — ваш логин для входа в crm-систему;
CRM_PASSWORD — пароль для входа в ваш Биртикс24.

Не удаляйте одинарные кавычки, изменяйте только внутреннее содержимое!

Для проверки работы кода внедрения Битрикс24 в Woocommerce попробуйте оформить заказ любого товара на сайте и посмотрите сформировался ли новый лид с необходимыми данными в вашем аккаунте crm-системы в разделе «Сделки» (не забудьте обновить страничку с CRM). Если вы все сделали правильно, то интеграция должна пройти успешно.

Читать:
1с как посмотреть план запроса