How to Use Bitrix24 CRM with WordPress

by | Dec 4, 2022 | Etcetera | 0 comments

Bitrix24 is an all-in-one trade device (or Saas) with a set of equipment to assist develop your corporate and arrange buyer relationships. The usage of Bitrix24 with WordPress may well be an efficient aggregate for streamlining your online business. Your WordPress website online can assist seize gross sales and leads whilst Bitrix24’s Buyer Dating Control (CRM) handles the remainder. This article is going to speak about the options of Bitrix24 and the best way to use the Bitrix24 CRM together with your WordPress web page.

What’s Bitrix24 CRM?

Bitrix24 is an endeavor collaboration and CRM platform that is helping companies support communique and function whilst reducing trade prices. It is composed of numerous built-in programs that duvet each and every side of operating and managing an organization together with challenge control, CRM, process control, document management, record sharing, and extra.

Bitrix24 is to be had in each cloud-based and self-hosted variations. It provides a variety of options and pricing choices to satisfy the wishes of companies of all sizes. The most efficient phase is that lots of its options combine with WordPress web pages, particularly type and WooCommerce, to make your online business function easily.

Bitrix24 CRM Homepage View

Who Makes use of Bitrix24?

Bitrix24 has a CRM and collaboration platform utilized by hundreds of thousands of businesses international. The platform is helping gross sales, advertising, and fortify groups paintings in combination extra successfully and support buyer relationships. So, each small companies (SMBs) and massive enterprises are in a position to search out luck with it.

Customer support, advertising, and gross sales organizations use Bitrix24 via the usage of a unmarried supply of fact for monitoring and managing buyer interactions along corresponding duties and interior communications. Plus, the platform is powerful and versatile permitting organizations to fully customise how it’s used to suit the operations and process of each and every corporate.

Why Attach Bitrix24 CRM with WordPress?

WordPress allows trade homeowners to create any form of web page they want. And this can be a in style CMS as a result of it’s versatile and simple to make use of, particularly with front-end no-code web page developers like Divi.

Your web page oftentimes acts because the frontline of carrier on your consumers. Subsequently, integrating your WordPress website online with Bitrix24 can assist support your buyer relationships and develop your online business. A WordPress website online attached to Bitrix24 can ship buyer knowledge accumulated at the website online immediately on your Bitrix24 CRM. This permits you to attach gross sales and fortify group equipment and automation to extend the potency and high quality of each and every serve as. When the generation is available and attached with useful staff, companies are in a position to ship on their guarantees and support buyer worth.

Bitrix24’s Options

Bitrix24 provides a complete suite of programs which might be interconnected to stay disparate portions of an organization operating in sync. There are fairly a couple of options below the hood which might be value taking into consideration.

A few of Bitrix24’s very best options for WordPress web page homeowners are:

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Bitrix24 CRM

Bitrix24 is a formidable CRM instrument that gives numerous options and features to assist companies streamline their buyer relationships. Customized fields, data, stories, workflows, and kanban forums are simply probably the most ways in which Bitrix24 can assist companies arrange their buyer knowledge. There also are other person varieties that may be assigned to precise duties. This guarantees the fitting other folks have get right of entry to to the fitting knowledge.

Kanban Workflows

Bitrix24 Open Deals Kanban View

The CRM can show consumers, leads, and lively offers in a Kanban view which helps you to visualize the place each and every is inside your workflows. Customers can click on on any one among them to look the entire file for that object.

You’ll view:

  • Touch Data
  • Background Data together with earlier notes
  • Earlier Interactions together with telephone calls, internet chat, and e-mail

Groups can keep on most sensible of a complete pipeline of recent gross sales leads or consumers who’ve reached out for a fortify inquiry. With collaboration equipment constructed into the workflow perspectives, complete groups can paintings in combination to transport the needle. This makes Bitrix24 one of the vital efficient company communication applications.

Industry Procedure Automation

Online Workflows for Business Processes

Each and every trade wishes a just right automation platform to make interior processes extra environment friendly. With Bitrix24, you’ll customise interior automation to create duties in response to sure movements or transfer leads alongside a sale adventure.

Bitrix24 CRM for Buyer Quotes and Invoicing

Bitrix24 is a formidable platform for sending buyer quotes and invoices and provides a variety of options and features. This permits companies to create tradition quotes and branded invoices for his or her consumers, be offering reductions and taxes, and e-mail or print them in PDF structure.

Quotes and Invoices

Companies too can use Bitrix24 for developing tradition quotes at scale to assist gross sales groups and repair suppliers. You’ll create, customise, and ship quotes and observe movements that attainable consumers take — preserving you within the know at each and every step.

Bitrix24 Create Quote View

Craft tradition invoices for purchasers which might be absolutely branded, correctly calculate taxes, and be offering reductions.

Bitrix24 Create Invoice

Bitrix24 for Buyer Fortify Name Facilities

The Bitrix24 name heart resolution supplies a complete set of options to assist companies arrange their buyer fortify ops. It features a tough team of workers control device, an built-in softphone for making and receiving calls, and dialog recording for prolonged file preserving.

Bitrix24 Instagram Messaging View

Name heart generation is absolutely built-in with web page reside chat capability that you’ll upload on your web page. In conjunction with that, attach social accounts like Instagram and Whatsapp to serve consumers the place they’re in a position and keen. Bitrix24 provides an omnichannel fortify enjoy that scales into advertising alternatives with CRM and Email Marketing features inbuilt.

Methods to Combine Bitrix24 CRM Paperwork with WordPress

In case you’re a WordPress person, you could be questioning the best way to combine your website online with Bitrix24 CRM. There are a few tactics to do that the usage of paperwork to assemble and replace buyer/lead knowledge. And you’ll additionally make deeper connections in the event you use WooCommerce or a WordPress plugin that helps Zapier integrations.

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In the remainder of this text, we’ll run via the best way to entire each and every of those integrations and why each and every could also be useful.

Be aware: Absolutely integrating any CRM with a web page (and the operations of your online business) is a tall order. There’s no one-size-fits-all means as each and every CRM configuration and web page configuration is other. Your enterprise wishes will call for other ranges of integration and device answers. The next are elementary answers so that you can discover.

The usage of Bitrix24 CRM Embeddable Paperwork

Bitrix24 comes with a function complete internet type writer. Internet paperwork are the engine of a rising and flowing CRM. New leads, up to date contacts, and new trade can all get started out as a easy internet type fill.

Bitrix24 Build Custom Web Forms

The internet type writer lets you create paperwork with tradition fields that populate necessary knowledge essential to your gross sales, fortify, and advertising groups. Amassing correct and well timed knowledge on consumers and possibilities is crucial to extend trade and buyer pride. Those paperwork are constructed into the Bitrix24 CRM and are embeddable to your web page or touchdown pages.

To create an embeddable type in Bitrix 24, navigate to the “CRM” pane of the net platform. Then discuss with the “Upload ons” tab and choose “CRM Paperwork”.

Bitrix24 Embed CRM Form - Steps 1-3

As soon as there, you’re going to have two choices you’ll use. The primary possibility lets you use (and customise) premade touch paperwork that experience elementary settings that paintings neatly for many companies.

Bitrix24 Embed CRM Form - Step 4

Along with the usage of premade paperwork, the second one possibility lets you create a brand new type from scratch. To take action, click on the “Upload” button close to the highest.

Bitrix24 Embed CRM Form - Step 5

There are a couple of choices that you’ll use to create a custom-tailored type. Those choices adjustments each how the shape operates and the way it may be designed to check your emblem.

As soon as your type is absolutely configured, click on “Save”. Then, within the most sensible proper, click on “Shape Options” then “Proportion”.

Bitrix24 Embed CRM Form - Steps 6-7

This may open up a window with all of Bitrix24’s Shape sharing choices. For a easy embed code, choose the “Webpage” sharing possibility. You’ll see a drop-down phase to view the shape’s code.

Bitrix24 Embed CRM Form - Steps 8-9

Reproduction this code and paste it right into a Custom Code block or Divi’s Code Module to your WordPress web page.

The usage of Touch Shape 7 Plugin to Seize Leads for Bitrix CRM

Flamix has created a top rate WordPress plugin for connecting Contact Form 7 forms with Bitrix24. If you’re a power user of CF7 and are happy with the subscription pricing of the Flamix resolution, this would possibly simply be for you.

Connect Bitrix24 CRM to CF7 with Flamix

This Bitrix24 Touch Shape 7 top rate plugin integration is an effective way to get extra out of your touch paperwork. With tradition fields, replica regulate, and UTM catching, you’ll be sure that your paperwork are as efficient as conceivable. Use a sort builder that you’re relaxed the usage of whilst nonetheless channeling profitable buyer knowledge into your CRM.

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For complete set up steps (each on WordPress and in Bitrix24) see Flamix’s installation documentation.

You several additionally like our guides on the best way to customize your CF7 Form to match your site and the best way to connect Contact Form 7 with Zoho CRM.

Different Tactics to Combine Bitrix24 with WordPress

Non-form integrations also are necessary for trade web pages. They may be able to acquire person interactions and acquire that knowledge to populate your CRM with correct and actionable knowledge. Listed here are few integrations to believe.

WooCommerce

In case you’re operating a WooCommerce retailer on WordPress, then you understand how vital it’s to have a CRM device in position to regulate your buyer relationships. However what if you must combine your WooCommerce retailer with a CRM device like Bitrix24? With the premium WooCommerce plugin by Flamix for Bitrix24, you’ll just do that.

Connect Bitrix24 to WooCommerce with Flamix

Be aware that this top rate plugin has low installs and opinions so do what analysis you’ll sooner than the usage of it.

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

Zapier

In case you’re the usage of Bitrix24 to your CRM wishes, you’ll now combine it with WordPress the usage of Zapier. Zapier makes use of WordPress triggers to accomplish movements inside Bitrix24, making it simple to stay your knowledge synchronized between the 2 platforms. This integration is particularly helpful in the event you use WordPress to your web page and wish to stay your buyer knowledge centralized in Bitrix24.

Connect Bitrix24 to WordPress with Zapier

To look what’s conceivable with Zapier automations, discuss with the Bitrix24 and WordPress landing page.

Bitrix24 to WordPress with Zapier - Actions and Triggers

Instance Movements and Triggers to be had between platfoms

As a way to arrange the automation, permit Zapier get right of entry to to each your Bitrix24 account and your WordPress set up. Then pick out the mix of triggers/movements which might be useful to your CRM workflow in Bitrix24. Zapier will provide you with a large number of customization choices. It’s possible you’ll want a paid plan to succeed in the extent of automation that you’re hoping for however a easy, lone automation could also be attainable on their loose plan. To find out extra if we piqued your passion in what’s possible with Zapier and WordPress.

Conclusion

In conclusion, Bitrix24 CRM is a handy gizmo for WordPress customers. The device is simple to make use of and has a variety of options. And, when mixed together with your WordPress website online, it allow you to arrange your consumers, gross sales, and advertising. If you’re on the lookout for a CRM to your WordPress website online, Bitrix24 will have to be on the most sensible of your record.

Have you ever attempted to combine a CRM like Bitrix24 with WordPress? Tell us you enjoy within the feedback underneath!

The submit How to Use Bitrix24 CRM with WordPress seemed first on Elegant Themes Blog.

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