Sales Automation Page Updated

October 21, 2022

Last updated: October 21, 2022

Every day your sales team performs the same action: send dozens of emails, sms, QR codes, etc. to customers over and over again. With Bitrix24 you can automate your sales process via rules and triggers and get more things done faster.

No coding skills required to set up the automation. Each automation rule has a detailed description which makes it easier for you to decide which rule suits your work script best. (Read more about rules here)

Triggers (unlike automation rules) do not perform operations, but track customer actions and CRM updates. (More information about triggers here)

Helper automation rules are additional rules which do not perform an action, but get the information form your CRM database or create links (e.g. get product information or create payment link). Helper rules are used with the main rules only, they do not operate by themselves. (Get to know helper rules here)

Sales automation page has been recently updated - we have grouped automation rules for your convenience and added a search box so that you can find them faster. (More about the automation page and the update)

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