Get notified in Slack when a lead is created in Bitrix24
Launch this workflow to connect
Bitrix24 &
Slack
!
■Overview
Do you find it time-consuming to manually contact stakeholders or post to Slack every time a new lead is added to Bitrix24?
These tasks can lead to delayed responses and missed updates.
With this workflow, you can automatically notify Slack whenever a lead is added to Bitrix24, enabling a quick initial response and reliable information sharing.
■Who is this template for?
- Sales representatives who want to share leads acquired through Bitrix24 in Slack and respond quickly
- Managers who want to prevent missed lead updates and streamline sales activities across their team
- Anyone looking to eliminate manual information sharing between SaaS tools and drive business automation
■Benefits of this template
- Notify Slack instantly when a lead is added to Bitrix24, reducing the time spent checking and contacting stakeholders and enabling faster customer responses.
- Prevent human errors such as transcription mistakes and missed notifications that often occur when sharing information manually, ensuring reliable data synchronization.
■Workflow
- First, connect Bitrix24 and Slack with Yoom.
- Next, select Bitrix24 as the trigger and set the action to “When a new lead is added.”
- Finally, select Slack as the operation and set the action to “Send a message to a channel” to notify a specified channel of the lead information.
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.
■Customize this workflow
- For Slack’s “Send a message to a channel” action, select the channel where you want to send notifications.
- You can also freely customize the notification message. Include information retrieved from Bitrix24, such as the lead’s company name and representative’s name, to create clearer notifications.
■Notes
- Connect both Bitrix24 and Slack with Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
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About the apps you use
Bitrix24
Yoom allows you to integrate with Bitrix24's API without any code, enabling you to automate operations in Bitrix24 via the API. For example, you can connect lead and contact information registered in Bitrix24 with marketing tools like Mailchimp or HubSpot, or automatically create contracts and quotes based on Bitrix24 information and send them to customers.
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Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
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No-Code API Actions
Executable API actions
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
Flowbot triggers
Flowbot operations
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