Affinity and Битрикс24 automations — Sales & Leads

Ready-made scenarios where Affinity and Битрикс24 work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

36 scenarios

New Affinity rows — contacts in Bitrix24
New lead in Affinity becomes a task in Bitrix24
Deal moves a stage in Affinity — a task appears in Bitrix24
Affinity customers land in your address book
New CRM deal, task in your task manager
Affinity submissions become tasks in Bitrix24
New Affinity projects become tasks in Bitrix24
New Affinity contacts show up in Bitrix24
New Bitrix24 land in Affinity by themselves
New Affinity contacts — into Bitrix24 audiences
Contacts synced into accounting
Affinity entries — into Bitrix24
Contacts from Affinity into Bitrix24 audiences
Copy Affinity entries into Bitrix24
Contacts from bitrix24 — into Affinity on their own
Two-way contact sync between two CRMs
CRM deals into a sheet — a pipeline snapshot
Leads scored and routed to a rep — straight from the form
New subscribers scored and enriched — straight into your CRM
A personalized sales proposal from a table row, ready and sent
New-lead handling: CRM entry, team alert and reminder
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
A lead replies — the CRM card updates and a task lands on a rep
Capture and route leads from every channel
Enrich leads and get alerts on strong ones
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
A pre-meeting brief: last notes, open tickets, recent changes
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance
BANT call qualification and CRM handling — on autopilot