BUSSOL: Forms, CRM and Request Automation

What this solution does

BUSSOL.Forms 1.7.12 is a module for 1C-Bitrix that combines form creation, CRM functions, and request automation. The tool allows collecting inquiries on the site, automatically forwarding them to CRM and messengers, assigning responsible executors, monitoring SLA compliance, launching automated scenarios, and analyzing effectiveness. The module implements a full request lifecycle: after submission, data is not lost but saved on the site, receives a status and responsible person, is forwarded to Bitrix24 and external channels, monitored by SLA, and included in analytics and reports. The module architecture is native to 1C-Bitrix: a form corresponds to an information block, a field to an information block property, and a request to an information block element. Administrators manage data using standard platform mechanisms without using a separate closed storage system. Key features include an unlimited number of forms based on information blocks, support for popup and embedded forms with AJAX submission without page reload, and a wide range of field types: strings, numbers, e-mail, phone, text areas, lists, checkboxes, radio buttons, dates, files, multiple values, and links to information block elements.

Individual design for each form: customization of button color and hover state, button text, background, main text, borders, links, corner rounding, and popup width.

Adaptive popups: a specified width is applied on desktop devices, while the window automatically adjusts to the screen size on mobile devices.

Spam protection: integration with Bitrix CAPTCHA, Yandex SmartCaptcha, and honeypot protection.

Automatic collection of UTM tags, the current page URL, and the referral source.

Email notifications and automatic responses to clients.

Lead management: an integrated workspace for managers and administrators supporting lead statuses and assignment of responsible persons. Features include search, filters, saved filter sets, and pagination. Supports bulk status and responsible person changes, export to CSV and XLSX formats, batch retry of failed integrations, and separate access rights for leads, statistics, and the integration log.

SLA and lead processing control: the system records the lead lifecycle to monitor response speed and identify points of lead loss. Capabilities include setting a deadline for the first action, recording SLA violations, sending repeated SLA notifications, tracking the time of the first action and total processing time, and SLA analytics by manager.

If-then automation enables configuring automatic actions when a lead is created, when its status or responsible person changes, or when an SLA violation occurs. Conditions can utilize the form, status, responsible person, lead age, SLA, UTM parameters, page, source, and field values. Available actions include assigning a manager, changing the status, sending notifications, retrying integrations, sending e-mails, or triggering a Webhook.

Deep integration with Bitrix24 supports creating contacts, leads, and deals; searching for existing contacts by phone or e-mail; selecting deal direction and stage; mapping form fields to CRM fields; supporting custom UF_CRM_* fields; and passing UTM and lead service data.

Notifications for new leads are supported via Telegram, MAX, Webhook, and REST API. A universal Webhook facilitates integration with n8n, Make, CRM, ERP, and custom services. Data transfer uses JSON format with HMAC request signatures. The REST API for leads allows external systems to read and modify data. Security is ensured through Bearer Tokens, a dedicated write permission, and an IP allowlist.

A unified integration log tracks lead delivery across all channels: e-mail and auto-reply, Telegram and MAX, Bitrix24, and Webhook. The system automatically retries sending after an error.

Even if an external service is temporarily unavailable, the application remains on the site and can be resent.

Analytics and reporting cover form views, submission tracking, and conversion rates. The system supports period-based analytics with comparison capabilities, tracks UTM Source, Medium, and Campaign parameters, and analyzes submission pages and traffic sources. Manager performance, time to first action, and processing time are evaluated, along with SLA metrics. Scheduled reports in CSV and XLSX formats are available via email.

The Audit Trail feature tracks who, when, and why an application was modified. The log records manual actions, automation events, API calls, and SLA processes, including status changes, assignment of responsible persons, and other lifecycle events.

Security in version 1.7.12. The 1.7.12 release strengthens critical points for processing external data: protection of outgoing Webhook and CRM requests against SSRF attacks and access to private addresses; enhanced validation of uploaded files; protection of CSV exports against formula injection; protection of email headers against CRLF and header injection; enhanced verification of access rights and data ownership by the site; additional restrictions on REST API and external URLs.

Target audience for BUSSOL.Forms: online stores for organizing callback requests, service orders, price inquiries, and consultations.

The BUSSOL.Forms module automates form handling on websites. It addresses B2B company needs for receiving calculation requests, commercial proposals, and briefs. Sales departments use the tool for distributing incoming leads, managing SLA compliance, maintaining CRM records, and analyzing manager performance. HR teams utilize the module to create vacancy forms and accept resumes with attached files. Web studios and integrators gain access to Webhook, REST API, Bitrix24 integration, and multi-site support.

BUSSOL.Forms enables more than just sending emails; it establishes a complete workflow. The system receives requests, automatically routes them, monitors processing deadlines, transfers data to CRM and external services, and supports decision-making based on analytics. This solution consolidates these capabilities into a single module, eliminating the need for disparate components.

Technical details: module bussol.forms, version 1.7.12, compatible with the 1C-Bitrix: Site Management platform.

For the “BUSSOL: Forms, CRM and Request Automation” module, General iT can perform installation, configuration and a functional check in your project.