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Workflows: Actions in Bitrix24 CRM
Updated: June 3, 2020
Dear Bitrix24 users,
As you know, Bitrix24 CRM offers a large number of cool tools, as well as automation rules and triggers in workflows. You can automate you daily CRM routine using Actions in business processes.
There is a whole list of actions that can be performed within Bitrix24 CRM, that includes actions to: create new company or new contact, change responsible person, create using source, get CRM data, send email, schedule a call or a meeting, create new deal or new lead, change status and many other useful actions.
For a full list of actions and detailed instruction on each of them, please see this article.
Automate your daily CRM routine with Bitrix24!
Best regards,
Your Bitrix24 team
As you know, Bitrix24 CRM offers a large number of cool tools, as well as automation rules and triggers in workflows. You can automate you daily CRM routine using Actions in business processes.
There is a whole list of actions that can be performed within Bitrix24 CRM, that includes actions to: create new company or new contact, change responsible person, create using source, get CRM data, send email, schedule a call or a meeting, create new deal or new lead, change status and many other useful actions.
For a full list of actions and detailed instruction on each of them, please see this article.
Automate your daily CRM routine with Bitrix24!
Best regards,
Your Bitrix24 team