Alerts for customers losing interest: to the rep, into a task, and by email

Every hour the scenario finds customers whose interest score has dropped, notifies the responsible rep, creates a follow-up task and emails the customer. Nobody gets reminded twice.

  • A drop in interest is noticed within the hour
  • The rep gets a direct message, not a post in a busy channel
  • A follow-up task is created in the CRM automatically
  • Duplicates are filtered: no customer is reported twice
Google SheetsSlackGmail
Set it up for yourselfScriptera

How it works

To get bitrix24 notifications in Google Sheets, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Schedule Trigger
  2. Then: HubSpot — Get Low Score Contacts
  3. Then: Google Sheets — Read Dedup Log
  4. Then: Code — Deduplicate & Enrich
  5. Check: IF — Any Contacts Left?
  6. If yes: Code — No New Contacts (Exit)
  7. If no: HubSpot — Get Contact Owner
  8. Then: Code — Merge Owner & Build Alert
  9. Check: IF — Critical or Warning?
  10. If yes: Slack — Critical Alert to Channel
  11. Then: Slack — DM to Contact Owner
  12. Then: HubSpot — Create Follow-Up Task
  13. Then: Gmail — Re-Engagement Email to Contact
  14. Then: Google Sheets — Log Alert
  15. Then: Google Sheets — Update Dedup Log
  16. Then: Slack — Error Alert to Admin
  17. If no: Slack — Warning Alert to Channel

You can launch this bitrix24 + Google Sheets integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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