CRM

Workflows: Actions in Bitrix24 CRM

Vlad Kovalskiy
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.



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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