Send an email in Outlook when a deal is created in Bitrix24

■Overview

Do you find it time-consuming to open Outlook and manually email stakeholders every time you need to manage a new deal in Bitrix24? Manual communication can lead to delayed responses and sending errors.
This workflow solves these challenges by connecting Bitrix24 with Outlook. When a new deal is created in Bitrix24, Outlook automatically sends an email based on your predefined settings, enabling fast and accurate information sharing.

■Who This Template Is For

• Sales professionals who use Bitrix24 and Outlook and manually contact customers whenever a new deal arises
• Team leaders who want to prevent missed emails and incorrect recipients while improving the quality of their team’s response
• Those who want to automate the initial steps of the sales process and create an environment where they can focus on core activities

■Benefits of Using This Template

• Automatically send an email whenever a deal is created in Bitrix24, reducing the time spent opening Outlook and entering information manually so you can focus on sales activities.
• Eliminate manual communication tasks to prevent human errors such as missed emails, incorrect recipients, and inaccurate content, improving operational accuracy.

■Workflow

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

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

■Customization Options

• Customize the recipient’s email address, subject, body, and other details in Outlook’s “Send an email” action.
• Include the customer’s name, deal name, account owner information, and other data retrieved by the Bitrix24 trigger in the email subject or body to automatically send personalized messages.

■Notes

• Connect both Bitrix24 and Outlook 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.
• Microsoft 365 (formerly Office 365) offers plans for home use and business use (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail.