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
If you are developing integrations for Bitrix24 using AI tools (Codex, Claude Code, Cursor), connect the MCP server so that the assistant can utilize the official REST documentation.
This example demonstrates the use of Sales Intelligence when creating a deal and a contact. First, create a PHP page with a feedback web form: Full Name, Phone. Place the example code on the page.
What happens during code execution?
- The standard JS code from Bitrix24's Sales Intelligence is connected.
- After filling out the form, in addition to the form fields, a 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 should be installed on your website before the closing </body> tag on all pages, 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 PHP examples, configure the CRest class and include the crest.php file in the files where this class is used. Learn more
<!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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