Take the weight off your shoulders, eliminate the human error, and make the sales process run even smoother – all that is more than possible with our CRM automation rules and triggers.
Automated emails and text messages
Tasks and events created automatically based on a trigger
Deal/lead status changed automatically
Proactive CRM
Set an automation rule (e.g., "create a new task") that will get activated once a lead (or deal) moves to a new status in the sales pipeline. Automation rules can specify the activation time and the action: task, notification, email, call or any other action of your choice.
Triggers in Bitrix24 are used to move leads/deals from one stage to another. For example, you can set a trigger to track if the client you've sent an email to has opened it. Once this happens, the corresponding deal will be moved to the next stage of your sales pipeline.
Once activated, the Proactive CRM mode inside Bitrix24 automatically reminds your employees of scheduled, urgent, and unfinished activities, prompting them to take action. This helps employees to prioritize their deals and reduces micromanagement.
In addition to streamlining various sales routines, you can also automate other workflows in your company – from approvals to expense reporting and everything in between.
No-code RPA
Requests & approvals
Smart process automation (SPA)
Business process designer
CRM workflow automation
Get rid of multistep approval processes by implementing our in-house RPA – a great HR and CRM automation tool.
Streamline standardized processes like leave requests, purchase requests, expense reporting, and more.
Create new, custom entities in the Bitrix24 workflow automation CRM to match your company's needs and automate them using SPA.
Configure automation rules and triggers to simplify the way you work with deals. Connect different sales pipelines via tunnels.
Automated reminders and notifications
Automated deal status change
Automated tasks
CRM sales automation
Custom access permissions
Connect different sales pipelines – e.g., when a deal reaches a certain status in pipeline A (sales), it gets transferred to pipeline B (delivery) to continue its path to success there.
The deal status can be changed automatically when a trigger that you've set is activated.
Based on the deal (or lead) status, our CRM automation software sends a reminder or notification to the specified user.
Use our AI-powered tool CoPilot to create original ideas for your special offer, write compelling copy for a promotional email, or even transcribe your phone call with a client.
Fresh ideas for your sales and marketing
Call transcription
Autocompleted fields in CRM deals/leads
Quality copy for email marketing and landing pages
Need to come up with a solid idea for your marketing campaign or special offer? Let CoPilot do the job – just be sure to describe your goals and target audience.
Got off the phone after a 35-minute call with a client? No need to go back and listen through it all – our CoPilot will transcribe your call in a nice and easily readable text format.
Can't be bothered to fill in the fields in your CRM manually? Not only can CoPilot transcribe your calls, but it can also automatically fill in the right fields (name, phone, company, etc.).
We offer hundreds of CRM integrations with popular apps and services, as well as cool add-ons and custom solutions developed by our partners to enhance your product functionality – all available for download on Bitrix24 Market.
Integrations with payment systems
Integrations with telephony and SMS providers
CRM integration with chatbots
REST API
Make your Bitrix24 CRM integration software compatible with Zoho, Jira, Pipedrive, Trello, Quickbooks, Shopify, Mailchimp, Google Analytics, PayPal, Xero, Ringcentral, and others.
Everything and anything to enhance the functionality of your Bitrix24 – from industry-specific CRM templates to advanced CRM marketing automation.
You can use our CRM API integration to implement and integrate your custom solutions into Bitrix24 – e.g., custom field types, data transfer, reports, and more.
Explore the full potential and amazing capabilities of Bitrix24 CRM.
Bitrix24 comes with several dozen integrations available in Bitrix24.Market. You can also create your own apps using our REST API.
Used and trusted by over 15,000,000 users around the world, Bitrix24 is a perfect choice for your business
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