Get notified in Gmail when a deal is created in Bitrix24

■Overview

Do you find it time-consuming to manually send Gmail notifications to relevant team members every time a new deal is created in Bitrix24 for customer and deal management? These routine yet important communications can also lead to missed or delayed notifications. This workflow automates the integration between Bitrix24 and Gmail, automatically sending an email with the specified content whenever a deal is created, eliminating the inefficiencies of manual communication.

■Who This Template Is For

• Sales representatives who share deal information managed in Bitrix24 with relevant team members via Gmail each time a new deal is created
• Managers who want to speed up information sharing within their sales team and improve deal response times
• Anyone who wants to prevent missed or delayed manual notifications and improve operational accuracy

■Benefits of Using This Template

• Get instant Gmail notifications when a deal is created in Bitrix24, reducing the time spent manually composing and sending emails
• Automate communications to prevent human errors such as missed notifications and incorrect recipients, ensuring reliable information sharing

■Workflow

1. First, connect Bitrix24 and Gmail to Yoom
2. Next, select Bitrix24 as the trigger and set the action to “When a new Deal is created”
3. Finally, set Gmail’s “Send an email” action as the operation so that a deal creation notification email is sent automatically

※ “Trigger”: An action that initiates the workflow. “Operation”: An action that processes data within the workflow after the trigger is activated

■Customization Options

• In the Gmail email-sending action, set the email addresses of the people you want to notify as recipients
• You can freely insert information retrieved by the Bitrix24 trigger in the previous step, such as the deal name, owner, and amount, into the email subject and body, making it easy to customize clear, easy-to-understand notifications

■Important Notes

• ‍‍Connect both Bitrix24 and Gmail to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Available minimum trigger intervals vary by plan.