How to Use Sales Intelligence When Creating a Deal and Contact
Scope:
crmWho can execute the method: users with administrative access to the CRM section
An example of using Sales Intelligence when creating a deal and contact. First, create a PHP page with a feedback web form: Full Name, Phone. Place the example code on the page.
What happens during the execution of the code?
- The standard JS code from Bitrix24 Sales Intelligence is connected.
- After filling out the form, in addition to the form fields, the code for Sales Intelligence
b24Tracker.guest.getTrace()is passed in a hidden field. - A deal and a related contact are then created.
- Finally, an analytics "trace" is registered for these objects, passing their types and identifiers in the following format:
/rest/crm.tracking.trace.add?ENTITIES[0][TYPE]=CONTACT&ENTITIES[0][ID]=3215&ENTITIES[1][TYPE]=LEAD&ENTITIES[1][ID]=1&TRACE=…
The Sales Intelligence script is installed on your site before the closing </body> tag on all pages of the site, including the page with the form.
JS
PHP
<!DOCTYPE html>
<html lang="en">
<head>
<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/css/bootstrap.min.css" crossorigin="anonymous">
</head>
<body class="container">
<h1>Feedback</h1>
<div class="col-12">
<p id="message"></p>
</div>
<form id="feedbackForm">
<input type="hidden" id="FORM_TRACE" name="TRACE">
<div class="row">
<div class="col-4 mt-3">
<label>Name*</label>
</div>
<div class="col-6 mt-3">
<input type="text" name="NAME" required>
</div>
</div>
<div class="row">
<div class="col-4 mt-3">
<label>Last name*</label>
</div>
<div class="col-6 mt-3">
<input type="text" name="LAST_NAME" required>
</div>
</div>
<div class="row">
<div class="col-4 mt-3">
<label>Phone*</label>
</div>
<div class="col-6 mt-3">
<input type="text" name="PHONE" required>
</div>
</div>
<div class="row">
<div class="col-sm-10">
<input type="submit" class="btn btn-primary" value="Send">
</div>
</div>
</form>
<script>
document.getElementById('feedbackForm').addEventListener('submit', function(event) {
event.preventDefault();
var formData = new FormData(event.target);
var fields = {
NAME: formData.get('NAME'),
LAST_NAME: formData.get('LAST_NAME'),
PHONE: [{ value: formData.get('PHONE') }]
};
BX24.callMethod(
'crm.contact.add',
{ fields: fields },
function(resultContact) {
if (resultContact.error()) {
document.getElementById('message').innerText = 'Feedback has not been saved: ' + resultContact.error_description();
} else {
var arDealFields = {
TITLE: 'Feedback page: ' + formData.get('NAME') + ' ' + formData.get('LAST_NAME'),
CONTACT_ID: resultContact.data()
};
BX24.callMethod(
'crm.deal.add',
{ fields: arDealFields },
function(resultDeal) {
if (resultDeal.error()) {
document.getElementById('message').innerText = 'Feedback has not been saved: ' + resultDeal.error_description();
} else {
if (formData.get('TRACE')) {
BX24.callMethod(
'crm.tracking.trace.add',
{
ENTITIES: [
{ TYPE: 'CONTACT', ID: resultContact.data() },
{ TYPE: 'DEAL', ID: resultDeal.data() }
],
TRACE: formData.get('TRACE')
},
function(resultTrace) {
if (resultTrace.error()) {
document.getElementById('message').innerText = 'Feedback has not been saved: ' + resultTrace.error_description();
} else {
document.getElementById('message').innerText = 'Feedback saved';
}
}
);
} else {
document.getElementById('message').innerText = 'Feedback saved';
}
}
}
);
}
}
);
});
window.onload = function(e) {
var traceDom = document.getElementById('FORM_TRACE');
if (traceDom) {
var trace = b24Tracker.guest.getTrace();
traceDom.value = trace;
}
}
</script>
</body>
</html>
Note
To use the examples in PHP, configure the CRest class and include the crest.php file in the files where this class is used. More details
<!DOCTYPE html>
<html lang="en">
<head>
<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.3.1/css/bootstrap.min.css" crossorigin="anonymous">
</head>
<body class="container">
<h1>Feedback</h1>
<?php
include("crest.php");
$message = '';
if(!empty($_POST['SAVE']))
{
$fields = [
'NAME' => $_POST['NAME'],
'LAST_NAME' => $_POST['LAST_NAME'],
'PHONE' => [ [ 'value'=>$_POST['PHONE'] ] ],
];
$resultContact = CRest::call(
'crm.contact.add',
[
'fields' => $fields
]
);
if (!empty($resultContact['result']))
{
$arDealFields = [
'TITLE' => 'Feedback page: '.$_POST['NAME'].' '.$_POST['LAST_NAME'],
'CONTACT_ID' => $resultContact['result']
];
$resultDeal = CRest::call(
'crm.deal.add',
[
'fields' => $arDealFields
]
);
if (!empty($resultDeal['result']))
{
if(!empty($_POST['TRACE']))
{
$resultTrace = CRest::call(
'crm.tracking.trace.add',
[
'ENTITIES' => [
[
'TYPE' => 'CONTACT',//COMPANY, CONTACT, DEAL, LEAD, QUOTE
'ID' => $resultContact['result']
],
[
'TYPE' => 'DEAL',//COMPANY, CONTACT, DEAL, LEAD, QUOTE
'ID' => $resultDeal['result']
]
],
'TRACE' => $_POST['TRACE']
]
);
}
$message = 'Feedback saved';
}
elseif (!empty($resultDeal['error_description']))
{
$message = 'Feedback has not been saved: '.$resultDeal['error_description'];
}
else
{
$message = 'Feedback has not been saved';
}
}
elseif (!empty($resultContact['error_description']))
{
$message = 'Feedback has not been saved: '. $resultContact['error_description'];
}
else
{
$message = 'Feedback has not been saved';
}
}
?>
<div class="col-12">
<p><?=$message?></p>
</div>
<form method="post" action="">
<input type="hidden" id="FORM_TRACE" name="TRACE">
<div class="row">
<div class="col-4 mt-3">
<label>Name*</label>
</div>
<div class="col-6 mt-3">
<input type="text" name="NAME" required>
</div>
</div>
<div class="row">
<div class="col-4 mt-3">
<label>Last name*</label>
</div>
<div class="col-6 mt-3">
<input type="text" name="LAST_NAME" required>
</div>
</div>
<div class="row">
<div class="col-4 mt-3">
<label>Phone*</label>
</div>
<div class="col-6 mt-3">
<input type="text" name="PHONE" required>
</div>
</div>
<div class="row">
<div class="col-sm-10">
<input type="submit" name="SAVE" class="btn btn-primary" value="Send">
</div>
</div>
</form>
<script>
window.onload = function(e){
var traceDom = document.getElementById('FORM_TRACE');
if(traceDom)
{
var trace = b24Tracker.guest.getTrace();
traceDom.value = trace;
}
}
</script>
</body>
</html>
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