Bitrix24 Tips: How do I create an email automation?

Bitrix24 Workflows

Bitrix24 Tips: How do I create an email automation?

Bitrix24 Workflows

Automated communications in Bitrix24 CRM offer several benefits that can significantly enhance your business operations. We will show the key points  of this feature in Bitrix24 and the best way to optimise your lead communications.

Watch the tutorial – Bitrix24 Quick Wins: Automated Lead Emails

What is Bitrix24?

It’s a collaboration suite of over 35 different tools, ranging from communication tools like internal chats or voice calls to a fully functioning CRM that comes with automation rules and business processes. Bitrix24 is an ever-growing software with over 12 million customers worldwide.

Bitrix24 Automate Emails:

Let’s see how you can automate email communications to your leads in directly in your Bitrix24 CRM. Open your leads database and choose the automation rules from the right side menu bar. For example, you’re going to send out an email to the lead at the new inquiry stage. to do that you need go into your automations and go to the email templates. This opens up the Template Designer, where you can create your email text and design it.

Once you have the email set up, save that inside the system. And you can bring leads into the CRM from a variety of channels using the contact center tools. For example, you can get a lead in from the website using a website form. You’ll be notified the lead has been added into your CRM. Your lead will go to the new inquiry stage and you can see the automation has automatically sent the email to the new lead.