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