Bitrix24 Tips: how to create tasks automatically in CRM?

Bitrix24 Workflows

Bitrix24 Tips: how to create tasks automatically in CRM?

Check how you can automate the creation of tasks in Bitrix24 following the successful closure of a deal. Bitrix24 will carry over detailed information from the deal into the newly created task, what will save your time. 🤗

Watch the tutorial –  Automation of Tasks in Bitrix24

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.

Let Bitrix24 automatically create tasks based on your won deals:

Now you can create a task automatically when the stage of your deal is progressed to ‘won,’ so that you can start the client’s project. Go to the Automation Center inside your CRM and add a new task automation at the ‘deal won’ stage. After creating the task automation rule you can display the deal name, the company name,  the description and the value of the deal as well inside the task.