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  10. Option 4: Set up Bitrix24 CRM as Data Destination for Google Forms

Option 4: Set up Bitrix24 CRM as Data Destination for Google Forms

Video Walkthrough

Description  :

Bitrix24 is a free CRM system that supports unlimited records and provides a full suite of tools including client management, pipeline management, CRM scheduling, and a 360-degree customer view. By integrating Google Forms with Bitrix24 via Datahash, you can automatically push form submissions into your CRM for streamlined lead management and sales workflows.

Prerequisites:  

A valid Bitrix24 account

Getting Started:  

  • Log in to Datahash Studio.
  • Navigate to the CRM category under Destinations.
  • Click on the Bitrix24 connector tile.
  • Now you need to provide the Bitrix24 URL.

Getting the Bitrix24 URL  

  • Log in to your Bitrix24 account.
  • Expand the Menu (top-left corner) and click CRM.
  • Scroll down and click Rest API under the Add-ons section..

Case 1: If you have not created a webhook  

  • Click on Import & Export Data.
  • Go to Import Customers.
  • In the request builder, add the method: crm.lead.list.
  • Copy the REST API URL and click Save.

Case 2: If you have already created a webhook  

  • Go to the Integrations section.
  • Double-click the ID you want to integrate.
  • In the request builder, add the method: crm.lead.list.
  • Copy the REST API URL and click Save.
  • Paste this Bitrix24 URL in Datahash Studio.
     
  • Click Validate Credentials.

Configure the Connection  

  • Select Google Forms as the source type.

.

  1. Choose the connection name you want to integrate (must match the Google Forms Source you already connected).
  2. Provide a name for this Bitrix24 connection instance.
  • Click Next.

Field Mapping  

  • Map the Google Forms fields with the corresponding Bitrix24 schema fields.
  • Ensure all mandatory fields (such as lead name, phone, or email) are mapped correctly.
  • You can map additional optional fields as required.
  • Once done, click Test Connection

Test and Finish  

  1. A test lead will be pushed to verify the setup.
  • Once verified, click Finish.
  • The connected instance will now appear in your dashboard.

Managing Instances  

Adding a New Instance  

  • Repeat the setup process (select source, account, and module; provide a new instance name).
  • Once successful, click Finish.
  • The new instance (e.g., Ads connection 2) will appear in the Manage Existing Connections table.

Editing an Existing Instance  

  • In the dashboard, click the connection name in the Manage Connections table.
  • Click the Edit icon (top-right corner) to enable edit mode.
  • Update the field mappings or connection details as needed.
  • Click Test Connection to verify updates.
    • If you click Cancel, the previous configuration remains active.
    • Updates are applied only when you click Finish.
  • Click Finish to save the changes.

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