Examples of using CRM form in Bitrix24
Posted: Thu Jan 23, 2025 6:48 am
CRM forms can be placed on the company's website, sent as links in messengers or integrated into other communication channels, which allows collecting information in a format convenient for the client.
To better understand the benefits of a CRM form, let's look at examples of their use in various business scenarios. This will help you see how this tool can be adapted to your needs.
Application form on the website
On a company's website, a CRM form can serve oman telegram number database as a point of contact for collecting requests from customers, allowing the business to quickly obtain contact information and keep track of requests:
1
The client fills out a form, indicating their name, contact phone number, email and message.
2
After sending, the data is automatically sent to the CRM system, where a new lead is created.
3
Managers receive notifications about the receipt of a new application, which allows them to promptly contact the client and respond to their request.
This automation simplifies the process of initial contact with the client, speeds up the processing of applications and reduces the likelihood of data loss.
Registration for webinars
Webinars are an effective tool for interacting with the target audience. With the help of the Bitrix24 CRM form, the webinar registration process becomes simple and transparent for both participants and organizers. Here's what it involves:
1
To better understand the benefits of a CRM form, let's look at examples of their use in various business scenarios. This will help you see how this tool can be adapted to your needs.
Application form on the website
On a company's website, a CRM form can serve oman telegram number database as a point of contact for collecting requests from customers, allowing the business to quickly obtain contact information and keep track of requests:
1
The client fills out a form, indicating their name, contact phone number, email and message.
2
After sending, the data is automatically sent to the CRM system, where a new lead is created.
3
Managers receive notifications about the receipt of a new application, which allows them to promptly contact the client and respond to their request.
This automation simplifies the process of initial contact with the client, speeds up the processing of applications and reduces the likelihood of data loss.
Registration for webinars
Webinars are an effective tool for interacting with the target audience. With the help of the Bitrix24 CRM form, the webinar registration process becomes simple and transparent for both participants and organizers. Here's what it involves:
1