Sending website requests into Bitrix24
A request that lives only in a mailbox disappears quietly: the email lands in spam, the manager is away, the form breaks after a site update. A record in the CRM makes the loss visible.
We scope the estimate before the work starts; timelines and warranty go in the contract.
What the work includes
Straight into the CRM
The deal is created the moment the form is submitted.
Source in the card
UTM tags and landing page are stored with the request.
Manager notified
In the portal and on the phone.
Channel verified
We check that requests genuinely arrive, not that they «should».
No duplicates
A repeat request attaches to the existing customer.
From the app too
The mobile app sends requests the same way.
Why email alone is a bad channel
Emails land in spam, especially when the site sends them from its own server without proper signatures. The sender never finds out: the form said «thank you».
Email cannot be counted: how many requests came this month, from which pages, how many went unanswered — a mailbox answers none of that without manual work.
And email assigns nobody. While everyone watches a shared inbox, the one who noticed first replies — or nobody does.
How we set it up and verify it
We connect the site and app forms to the portal and pass UTM tags, landing page and timestamp. Routing is by business line, region or queue.
We always test the whole channel: we submit a real request through the full form and check that it reached the card and the notification. «The form submits» and «the request arrived» are different things, and only this proves the second.
Then we set up control: if the flow of requests suddenly drops to zero, that must be visible rather than discovered at month end.
How we run it
- Review. Which forms and channels exist and where they should land.
- Connection. Forms, app, messengers.
- Rules. Routing, notifications, duplicates.
- Testing. Real submissions through every channel.
- Control. Watching the flow for the first week.
Frequently asked
How much does the setup cost?
By scope: number of forms and channels, complexity of the rules. We estimate after the review.
Our site is not on Bitrix — will it work?
Yes, the site platform does not matter: delivery goes through the API.
Will requests be duplicated to email?
Email can stay as a secondary channel — but the CRM should be the primary one.
What about WhatsApp requests?
They connect to the same cards through open channels, so the request and the conversation end up in one deal.
How do we know it all works?
We submit test requests through every form and show you the resulting cards. Verification is part of the work.
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