CRM

Workflows: Actions in Bitrix24 CRM

Workflows: Actions in Bitrix24 CRM
Oksana Bednenko
May 26, 2020
Last 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.

Screen Shot 2020-05-27 at 1.57.10 PM.png

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
Free. Unlimited. Online.
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
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