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

■Overview

Tired of manually emailing stakeholders through Outlook every time a new lead is added to Bitrix24? Although routine, this important task can lead to missed follow-ups or delayed communication, potentially costing you valuable business opportunities. With this workflow, Bitrix24 and Outlook work seamlessly together to automatically email specified recipients whenever a new lead is created. Reduce the burden of manual communication and share information quickly and accurately.

■Who Should Use This Template

• Sales representatives who manage leads in Bitrix24 and share information with their team through Outlook
• Managers who want to speed up initial lead follow-up by integrating Bitrix24 with Outlook
• Anyone looking to automate their sales process by eliminating the inefficiencies and errors of manual information sharing

■Benefits of This Template

• When a lead is created in Bitrix24, an email is automatically sent from Outlook, reducing the time spent creating notifications manually.
• Eliminating manual email creation and sending reduces the risk of human errors, such as incorrect recipients or missed notifications, ensuring reliable information sharing.

■Workflow Steps

1. First, connect Bitrix24 and Outlook with Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new lead is created.”
3. Finally, select Outlook as the operation, set the action to “Send an email,” and configure the email content.

■Customization Options

• In Outlook’s “Send an email” action, configure the recipients (To, CC, and BCC), subject, body, and other details as needed.
• Insert lead information retrieved through the Bitrix24 trigger action—such as the company name, contact name, and contact details—into the subject or body to automatically create more specific notification emails.

※“Trigger”: The action that starts the workflow. “Operation”: The action performed within the workflow after the trigger starts.
‍■Notes

• Connect both Bitrix24 and Outlook with Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval depends on your plan.
• Microsoft 365 (formerly Office 365) offers plans for home use and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.