Add an email in SendPulse when a contact is created in Bitrix24

■Overview

Are you manually adding customer information managed in the CRM tool Bitrix24 to SendPulse for email newsletter distribution? This process is not only time-consuming but can also lead to data entry errors and missed registrations. With this workflow, you can automate the integration between Bitrix24 and SendPulse and add new contact information to SendPulse as soon as a contact is created. Eliminate manual work and errors to manage your customer data faster and more accurately.

■Who is this template for?

• Marketing teams using Bitrix24 and SendPulse who manually update their customer lists
• Sales teams who want to reach out quickly via SendPulse to new leads acquired through Bitrix24
• DX teams looking to automate data integration across SaaS tools and reduce reliance on individual employees

■Benefits of using this template

• Contacts added to Bitrix24 are automatically synced to SendPulse, reducing the time previously spent on manual data entry.
• By eliminating manual data transfers, you can reduce the risk of human errors such as incorrect email addresses and missed registrations.

■Workflow steps

1. First, connect Bitrix24 and SendPulse to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new contact is created.”
3. Then, configure the Bitrix24 “Retrieve contact information” action as an operation to retrieve the detailed information of the contact that triggered the workflow.
4. Finally, configure the SendPulse “Add an email address” action as an operation to add the email address to your mailing list based on the retrieved information.

■Customization options

• When configuring the action to add an email address in SendPulse, select the target mailing list (address book) as needed.
• Choose which information retrieved from Bitrix24, such as the name and email address, you want to send to SendPulse.

* “Trigger”: The action that starts the workflow. “Operation”: The action that processes data within the workflow after the trigger starts.‍

■Notes

• ‍‍Connect both Bitrix24 and SendPulse to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• See below for how to retrieve email addresses from Bitrix24.
  How to retrieve email addresses from Bitrix24