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

■Overview

Do you manually transfer lead information managed in Bitrix24 to SendPulse for newsletter distribution? This repetitive task is not only time-consuming but also prone to copy-and-paste errors. With this workflow, you can automatically add a lead's email address to a SendPulse mailing list whenever a new lead is created in Bitrix24. Eliminate manual Bitrix24-to-SendPulse data entry and manage your leads more efficiently.

■Recommended for

• Anyone manually adding leads acquired through Bitrix24 to a SendPulse list
• Anyone looking to automate data transfers between Bitrix24 and SendPulse and reduce manual work
• Anyone responsible for streamlining the process from lead generation to email marketing

■Benefits of using this template

• New leads created in Bitrix24 are automatically added to SendPulse, reducing the time spent on manual data entry.
• Eliminating manual data entry helps prevent 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 lead is created.”
3. Then, set the Bitrix24 “Get contact information” action as an operation to retrieve the information associated with the lead obtained by the trigger.
4. Finally, set the SendPulse “Add email address” action as an operation to add the contact's email address retrieved in the previous step to a mailing list.

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

■Customization options

• For the SendPulse “Add email address” action, specify the mailing list where you want to add the address.
• Map the information retrieved from Bitrix24 to each SendPulse field, such as email address and name, in the settings.

■Notes

• ‍‍Connect both Bitrix24 and SendPulse 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.
• See below for how to retrieve an email address from Bitrix24.
  Learn how to retrieve an email address from Bitrix24