← All work CRM · Aquinium (Solid-plast)

A website move to Bitrix24, with its own lead funnel

I moved the Solid-plast website to the company's shared Bitrix24 account and connected its requests to a separate sales process.

Company
Aquinium s.r.o (in-house) — Solid-plast brand
My role
Website move, CRM setup, end-to-end testing, domain transfer
Stack
Bitrix24 CRM · CRM forms · automation rules · DNS · domain setup

the task

Moving a live website to a new account

The Solid-plast website had many pages. It had to move to the company's shared Bitrix24 account, and its requests needed their own sales process.

The company email runs on the same domain, so the email DNS records had to stay the same.

what I built

From website form to sales pipeline

Every request from the website now becomes a structured lead in Bitrix24.

  • One CRM form on all pages. Name, phone, email and the request.
  • Source on every lead. Each lead shows where it came from and the URL of the page.
  • Separate Lead and Deal pipelines. Solid-plast has its own pipelines. Qualified leads move to deals automatically.
  1. 1 Website requestA customer sends a request
  2. 2 CRM formName · phone · email · request
  3. 3 Structured leadSource · page URL
  4. 4 QualificationReview and qualify
  5. 5 Sales deal pipelineQuote · follow-up · result
The path of a request, from the website form to the sales pipeline.

In Bitrix24 · click to enlarge

The CRM form: fields in Bitrix24 and the form on the website (in Czech).
The Solid-plast sales pipeline with automation rules for each stage (in Czech).

the domain

Moving solid-plast.cz safely

I released the domain from the old account and connected it to the new one. The email DNS records stayed the same. The old website is kept on a subdomain as a backup.

  1. 1Old Bitrix24 accountWebsite on the live domain
  2. 2Release the domainReady for the transfer
  3. 3New Bitrix24 accountWebsite moved and set up
  4. 4solid-plast.cz liveWebsite live on the domain
Email DNS kept Backup website kept
The domain move, step by step.

my QA habit

Checked before launch

Before the new website went live, I tested it page by page and followed a request all the way to a deal.

Every page

Links and contacts on each page.

Mobile version

How the website looks and works on a phone.

All forms

Each form creates a lead with the right data.

Form to deal

The full path, from form to lead to deal.

the result

What changed

Live in the new account

The website works in the shared Bitrix24 account.

Structured leads

Every request creates a lead with its source and page.

Email kept working

The email DNS records were not changed.

A backup in place

The old website stays on a subdomain.

Let's talk Write to me