Add a record to Google Sheets when a deal is created in Bitrix24

■Overview

Do you find it time-consuming to transfer deal information managed in Bitrix24 to Google Sheets for analysis and sharing? Manually moving data is not only time-consuming but can also lead to human errors, such as missing entries and copy-and-paste mistakes. With this workflow, whenever a new Deal is created in Bitrix24, a record is automatically added to the designated Google Sheet, eliminating the effort and errors associated with this process.

■Recommended for

• Sales professionals who manage deals using Bitrix24 and Google Sheets
• Those who want to sync Bitrix24 Deal information with Google Sheets in real time
• Those who want to automate manual data entry, eliminate input errors, and improve operational efficiency

■Benefits of using this template

• A record is automatically added to Google Sheets whenever a Deal is created in Bitrix24, reducing the time previously spent on manual data entry.
• Eliminating manual data transfers helps prevent human errors such as incorrect entries and missed updates, keeping your data accurate.

■Workflow steps

1. First, connect Bitrix24 and Google Sheets to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new Deal is created.”
3. Finally, set the Google Sheets “Add a record” action as the operation, then specify the sheet and fields where you want to add the Deal information.

※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

■Customization options

• In the Google Sheets “Add a record” action, choose which spreadsheet and sheet to add the information to.
• Choose which columns to map the Deal information retrieved from the Bitrix24 trigger—such as company name, contact name, and amount—to.

■Notes

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