Get notified in Gmail when a lead is created in Bitrix24
Get notified in Gmail when a lead is created in Bitrix24
Launch this workflow to connect
Bitrix24 &
Gmail
!
■Overview
Do you find it time-consuming to open Bitrix24 every time to check the lead information you manage there or share it with your team? This workflow automatically sends an email via Gmail to a specified recipient whenever a new lead is created in Bitrix24. By connecting Bitrix24 with Gmail, you can avoid missing new leads and respond quickly, reducing the risk of lost sales opportunities.
■Who This Template Is Recommended For
- Sales representatives who use Bitrix24 as their CRM to manage leads
- Those who want to connect Bitrix24 with Gmail and automate notifications when new leads are created
- Team leaders who want to improve response times after acquiring leads and increase conversion rates
■Benefits of Using This Template
- When a lead is created in Bitrix24, Gmail automatically notifies the relevant team members, reducing the time and effort required for checking and sharing information.
- Eliminate human errors such as delayed communication and missed notifications caused by manual updates, ensuring reliable information sharing.
■Flowbot Workflow
- First, connect Bitrix24 and Gmail with Yoom.
- Next, select Bitrix24 as the trigger and set the action to “When a new lead is created.”
- Finally, set Gmail’s “Send an email” action as the operation so that a notification email containing the information retrieved from Bitrix24 is sent automatically.
※ “Trigger”: An action that initiates the flow. “Operation”: An action that processes information within the flow after the trigger is activated.
■Customizable Points in This Workflow
- With Gmail’s “Send an email” action, you can freely set the recipients you want to notify in the To, Cc, and Bcc fields.
- You can include the Bitrix24 lead information retrieved by the trigger—such as the company name, contact name, and inquiry details—in the email subject and body, making it easy for recipients to understand the details at a glance.
■Notes
- Connect both Bitrix24 and Gmail with Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest trigger interval varies depending on your plan.
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About the Apps
Bitrix24
Templates using
Bitrix24
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Gmail
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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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Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Gmail.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
No-Code API Actions
Executable API actions
Flowbot triggers
New Deal
Updated Deal
New Contact
Updated Contact
New Lead
Updated Lead
New Task
When an Email Matching Specific Keywords Is Received
When an Email with a Specific Label Is Received
When an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Create Lead
Get Lead
Delete Lead
Update Lead
Create Deal
Get Deal
Delete Deal
Create Product Item
Update Deal
Get Product Item
Update Product Item
Delete Product Item
Search Product Item
Delete Contact
Get Contact
Create Contact
Search Contact
Update Contact
Flowbot triggers
New DealUpdated DealNew ContactUpdated ContactNew LeadUpdated LeadNew Task
Flowbot operations
Create LeadGet LeadDelete LeadUpdate LeadCreate DealGet DealDelete DealCreate Product ItemUpdate DealGet Product ItemUpdate Product ItemDelete Product ItemSearch Product ItemDelete ContactGet ContactCreate ContactSearch ContactUpdate ContactSearch DealSearch Lead
Flowbot triggers
When an Email Matching Specific Keywords Is ReceivedWhen an Email with a Specific Label Is ReceivedWhen an Email with a Specific Label Is Received (Specify Label ID)
Flowbot operations
Search EmailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
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