An automated workflow using zapier
Connects Gmail + Bitrix24
Create Bitrix lead from new Gmail message
About this workflow template
This automation scenario allows you to connect Gmail and Bitrix24
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.
Gmail and Bitrix24 can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Gmail
New Email in Gmail
Triggers when a new e-mail appears in the specified mailbox.
Then this action happens in Bitrix24
Lead Action in Bitrix24
Lead create or update action.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Bitrix lead from new Gmail message.
Part I
Configure Applications
First, we need to connect Gmail and Bitrix24 to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Connect Bitrix24 to Zapier.
Give Zapier access to your Bitrix24 account, using Bitrix24 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 Gmail
Choose the following trigger: New Email (Triggers when a new e-mail appears in the specified mailbox.).
Then set up an Action for Bitrix24
Choose this action: Lead Action (Lead create or update action.).
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 Gmail and Bitrix24.
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 Create Bitrix lead from new Gmail message!
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Supported triggers and actions
New email
Triggers when a new e-mail appears in the specified mailbox.
triggerbyzapierautomateioalbatoNew email matching search
Triggers when you receive a new email that matches a search string you provide.
triggerbyzapieralbatopipedreamNew labeled email
Triggers when you label an email.
triggerbyzapierpipedreamNew attachment
Triggers when you receive a new attachment (triggers once per attachment).
triggerbyzapierWatch emails
Triggers when a new email is received to be processed according to specified criteria.
triggerbyintegromatNew starred email
Triggers when you receive a new email and star it within two days.
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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.
actionbyintegromatGet a contact
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.
