You can automate your CRM routine using actions in business processes. There are many useful actions you can perform in Bitrix24 CRM. Creating a new company or a new contact, changing the responsible person, importing CRM data, sending emails, scheduling a call or meeting, creating a lead or new opportunity are just a few of these actions.
Triggers for Bitrix24 marketing and sales automation :
– Incoming email, opening australia phone number for whatsapp email, clicking on link,
– Incoming call,
– Web form filling and more triggers.
Bitrix24 CRM automation rules:
– Sending email, SMS, notification or instant message,
– Changing the status of a potential customer or an opportunity,
– Targeting on Facebook, Google or Instagram,
– Creating a task,
– Assignment to the calendar and other rules.
Bitrix24 CRM automation usage areas:
– Auto-responders,
-Email series,
– Appointment reminders via SMS and email,
– Automatic lead and opportunity distribution,
– Automatically qualify potential customers,
– Automatic robot searches and more usage areas.
Why Is Business Process Automation (BPA) Important?
Business process automation is essential for streamlining repetitive processes and eliminating error-prone manual processes.
Bitrix24, which is frequently preferred among CRM programs and satisfies users with its easy-to-use interface, helps you automate your business processes and CRM routines.
With Bitrix24 automation rules, you can track your sales transactions and business processes more easily, quickly and efficiently.
In order for any business process to be automated, the parameters must be determined correctly. A wrong choice while determining the business processes can cause the template to become complex.
You can get support and consultancy services from GLOBALNET to configure, customize Bitrix24 automation rules , and automate tasks and events.