Send a message in Telegram when a lead is created in Bitrix24

■Overview

When a new lead is created in Bitrix24, can you share the information with your sales team quickly? Manually sending notifications to Telegram can lead to delays or missed messages. This workflow solves these communication challenges between Bitrix24 and Telegram. Whenever a new lead is created in Bitrix24, a message is automatically sent to a designated Telegram chat, helping your team respond to leads faster.

■Who Is This Template For?

• Sales professionals who manage leads in Bitrix24 and want to share information quickly via Telegram
• Anyone who finds it time-consuming to send notifications manually from Bitrix24 to Telegram or worries about missed messages
• Team leaders who want to speed up the initial response to new leads, improve sales efficiency, and prevent missed opportunities

■Benefits of This Template

• Notifications are sent to Telegram immediately when a lead is created in Bitrix24, reducing the time spent on manual communication and enabling faster customer responses.
• Automated notifications help prevent human errors such as missed messages and communication delays, reducing the risk of missed opportunities.

■Workflow Steps

1. First, connect Bitrix24 and Telegram to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new lead is created.”
3. Finally, select Telegram as the operation, set the action to “Send a message,” and enter the details you want to include in the notification.

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

■Customization Options

• When setting up the action to send a message in Telegram, customize the message body as needed. By including information such as the lead’s name and company name retrieved by the Bitrix24 trigger, you can create more specific notifications that make it clear at a glance who the lead is from.

■Notes

• ‍‍Connect both Bitrix24 and Telegram 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.