For updated information about assigning leads automatically using a business process, please read our Helpdesk article.
There is a powerful tool lying under the surface of Bitrix24. It is a workflow modeler which can operate in the framework of the CRM and document libraries (public and group libraries, not personal ones).
Here, we are going to address an extremely important issue concerning customer relations – assigning a responsible sales associate. Clearly, if it is possible to do this automatically, that is optimal, since a sales lead from a website may come in at any time. This is an ideal operation for Bitrix24’s business processes.
In the Template: Lead
page, which can be found under CRM>Settings>Business Processes, new templates can be created and existing ones can be opened for editing or export.
I already used the “Add template” button and added the “Assign Responsible Person” template. Click on the name to open the BP editor for a given template. When creating a new one, you’ll get a screen that looks like this:
Creating the flowchart
I’m going to grab the “Condition” action block and set it in.
To set a condition, I click the gear on the right and get a settings page where I can describe the condition and re-name the actual block if needed. I’m going to ‘sort’ the leads according to whether they are to be paid in euros or not (first block), and then according to whether the amount is more or less than 500 dollars, for those not paid in euros. Here is the parameter page for the block that sorts euros from dollars:
I don’t need to put a value in at all, so that all values are accepted. For the dollar blocks, I would choose “Opportunity” as the Document Field, make the Condition “More” or “Not more” and then put a number like 500 as the Value.
Note: Whenever you see the square button with “…” on it, that means that you can choose fields, variables, parameters, users, or other values to build the contents of that field. Click on it to open a dialog box.
The flowchart looks like this when I’m done:
A “document”, as in the “Document Processing” section of the action block list or the “Modify Document” action, is any object on which a BP is run. So it can be a:
- Document in a document library
In this picture, each “Modify Document” action block simply sets the lead’s ‘Responsible’ field to the person who should be working on that type of lead.
that this will overwrite the current value for the given document field (here, the responsible person). A more complicated flowchart could allow determining whether the value should be overwritten or not.
I can also add an Email message action block that sends an email to the newly-assigned responsible person.
In the list of BP templates, I can set this to run when a new lead is created. That way, whether the new lead is added by hand or created via a connection to a web form on a website, the lead will automatically be assigned to the proper person, and then that person will receive an email notification.