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

■Overview

If you manually transfer lead information managed in Bitrix24 to Google Sheets for analysis or sharing, the process can be time-consuming and tedious. Repetitive tasks like this can also lead to human errors, such as input mistakes. With this workflow, Bitrix24 and Google Sheets are connected automatically, and information is added to the specified spreadsheet whenever a new lead is created, helping you eliminate these issues.

■Recommended for

• Sales representatives who manually transfer lead information from Bitrix24 to Google Sheets
• Team leaders looking to streamline lead data management by connecting Bitrix24 and Google Sheets
• Anyone looking to prevent input errors and missed updates while improving the accuracy of lead information

■Benefits of using this template

• A record is automatically added to Google Sheets whenever a lead is created in Bitrix24, reducing the time previously spent on manual data entry.
• By eliminating manual data transfers, you can reduce the risk of human errors such as input mistakes and missed updates, helping maintain data accuracy.

■Flowbot steps

1. First, connect Bitrix24 and Google Sheets with Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new lead is created.”
3. Finally, select Google Sheets as the operation and set the action to “Add a record.”

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

■Customization options

• For the action that adds a record to Google Sheets, specify the destination file and sheet.
• Map the Bitrix24 lead information obtained by the trigger or any fixed text to each column of the record to be added.

■Notes

• ‍‍Connect both Bitrix24 and Google Sheets with Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.