Add a Company via Web Form

Scope: crm

Who can execute the method: users with permission to create companies in CRM

You can place a form on the site to collect client data. When a client fills out the form, their data will be sent to CRM, and you will be able to process the request.

Setting up the form consists of two steps.

Place the form on an HTML page. It will send data to the handler.
Create a file to process the data. The handler will accept and prepare the data, and then create a company using the method crm.company.add.

1. Creating the Web Form

Let's create a web form on the website page with three fields:

TITLE — company name, required,
EMAIL — email address,
PHONE — phone number.

When submitted, the form sends data to the handler form.php.

<form id="form_to_crm" method="POST" action="form.php">
            <!-- Company name (required field) -->
            <input type="text" name="TITLE" placeholder="Company name" required>
            
            <!-- Email address -->
            <input type="text" name="EMAIL" placeholder="Email">
            
            <!-- Phone number -->
            <input type="text" name="PHONE" placeholder="Phone">
            
            <!-- Submit button -->
            <input type="submit" value="Submit">
        </form>
        
        <!-- Include jQuery for AJAX request -->
        <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.3.1/jquery.min.js"></script>
        <script>
            $(document).ready(function() {
                // Submit the form without reloading the page
                $('#form_to_crm').on('submit', function(el) {
                    el.preventDefault(); // Cancel the default submission
                    
                    // Get form data
                    var formData = $(this).serialize();
                    
                    // Send data to the server
                    $.ajax({
                        'method': 'POST',
                        'dataType': 'json',
                        'url': 'form.php', // Handler file
                        'data': formData,
                        success: function(data) {
                            alert(data.message); // Show the result
                        }
                    });
                });
            });
        </script>

2. Creating the Form Handler

To process the values from the form fields and add a company to CRM, we will create the handler form.php.

To add a company, we will use the method crm.company.add. In the fields object, we pass the fields:

TITLE — company name,
COMPANY_TYPE — type of company. We specify CUSTOMER, as only clients of the company fill out the form,
PHONE — phone number,
EMAIL — email address.

The values for TITLE, PHONE, and EMAIL are obtained from the form. The system stores phone and email as an array of objects crm_multifield, so they need to be formatted as an array.

If a value exists, we add it as the first element VALUE in the array, and the second value specifies the type VALUE_TYPE, for example:
- WORK — for phone,
- HOME — for email.
If no value exists, we pass an empty array.

Check which required fields are set for companies in your Bitrix24. All required fields must be passed to the method crm.company.add.

<?
        // Get data from the form
        $sTitle = htmlspecialchars($_POST["TITLE"]);
        $sPhone = htmlspecialchars($_POST["PHONE"]);
        $sEmail = htmlspecialchars($_POST["EMAIL"]);
        
        // Format phone and email for Bitrix24 in crm_multifield format
        $arPhone = (!empty($sPhone)) ? array(array('VALUE' => $sPhone, 'VALUE_TYPE' => 'WORK')) : array();
        $arEmail = (!empty($sEmail)) ? array(array('VALUE' => $sEmail, 'VALUE_TYPE' => 'HOME')) : array();
        
        // Send data to Bitrix24
        $result = CRest::call(
            'crm.company.add',
            [
                'fields' =>[
                    "TITLE" => $sTitle, // Company name
                    "COMPANY_TYPE" => 'CUSTOMER', // Company type — client
                    "PHONE" => $arPhone, // Phone
                    "EMAIL" => $arEmail, // Email
                ]
            ]
        );
        
        // Return the result
        if(!empty($result['result'])){
            echo json_encode(['message' => 'Company added']);
        }
        elseif(!empty($result['error_description'])){
            echo json_encode(['message' => 'Company not added: '.$result['error_description']]);
        }
        else{
            echo json_encode(['message' => 'Company not added']);
        }
        ?>

Add Contact with Details

Add Company with Details

Add a Company via Web Form

1. Creating the Web Form1. Creating the Web Form

2. Creating the Form Handler2. Creating the Form Handler

1. Creating the Web Form

2. Creating the Form Handler