Create a Google Doc and add text when a lead is created in Bitrix24

■Overview

Do you manually transfer lead information managed in Bitrix24 to Google Docs to prepare meeting notes or proposals? This work is not only time-consuming but can also lead to copy-and-paste errors. With this workflow, a new Google Doc is automatically created and specified text is added whenever a new lead is registered in Bitrix24. It streamlines integration between Bitrix24 and Google Docs, eliminating the challenges of manual work.

■Recommended for

• Sales representatives who use Bitrix24 and Google Docs together and find transferring information time-consuming
• Team leaders who want to streamline document creation based on lead information and eliminate input errors
• Anyone who wants to automate repetitive manual tasks and focus on more important work

■Benefits of using this template

• A Google Doc is created automatically when lead information is registered in Bitrix24, reducing the time previously spent on manual work
• Since manual data transfer is no longer required, this helps prevent human errors such as incorrect entries and omissions

■Flowbot steps

1. First, connect Bitrix24 and Google Docs to Yoom
2. Next, select Bitrix24 as the trigger and set the “New Lead” action
3. Then, select Google Docs as the operation and set the “Create a new document” action
4. Finally, set the Google Docs “Add text to the end of the document” action and append information retrieved from Bitrix24 to the document

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

■Customization options

• Set the title of the new Google Doc and the text to add at the end as needed. You can also include lead information retrieved by the Bitrix24 trigger, such as the company name and contact name

■Notes

• ‍‍Connect both Bitrix24 and Google Docs to 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.