An automated workflow using zapier
Connects Bitrix24 + Gmail
Send emails in Gmail when new leads are added in Bitrix24
About this workflow template
This automation scenario allows you to connect Bitrix24 and Gmail
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Bitrix24 and Gmail can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Bitrix24
Lead Trigger in Bitrix24
Fires when a lead trigger is triggered.
Then this action happens in Gmail
Send Email in Gmail
Create and send a new email message.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send emails in Gmail when new leads are added in Bitrix24.
Part I
Configure Applications
First, we need to connect Bitrix24 and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Bitrix24 to Zapier.
Give Zapier access to your Bitrix24 account, using Bitrix24 credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Bitrix24
Choose the following trigger: Lead Trigger (Fires when a lead trigger is triggered.).
Then set up an Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Bitrix24 and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send emails in Gmail when new leads are added in Bitrix24!
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Lead action
Lead create or update action.
actionbyzapierDeal action
Deal create or update action.
actionbyzapierContact action
Contact create or update action.
actionbyzapierCreate a lead
Creates a new lead.
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Returns a contact by the specified contact ID.
actionbyintegromatDeal search
Search for deal by filters.
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Apps you need
Bitrix24 is an all-in-one collaboration and project management tool, offering CRM, messaging, tasking, time management, and more. Used by millions of businesses worldwide and available in 18 languages.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
