Битрикс24 and Devino automations — Sales & Leads

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

61 scenarios

New Bitrix24 contacts — into Devino audiences
Contacts from Bitrix24 into Devino audiences
A booked meeting — a CRM task and a reminder
Website leads greeted — email, CRM, team alert
Form leads straight into the CRM
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
A landing-page lead — into CRM, a task and chat at once
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Leads scored and routed to a rep — straight from the form
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
A follow-up email after a canceled meeting — automatically
Requests routed to the right team — sorted automatically
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
Compare each proposal against your winners and find the gaps
Properties with owner contacts — daily to your CRM and email
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
Capture and route leads from every channel
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
A client deck built from a call recording — automatically
CRM data quality audit, delivered to your inbox
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
Re-engage stalled leads with a ready-made email
Automatic lead qualification in bitrix24
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A brief on the person and their company before a call
B2B prospect search and personal outreach — on autopilot
A sales leaderboard with a personal word to the team — automatically
CRM deals synced to a sheet, with a daily email summary
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Website lead scoring — a task for the rep only on the strong ones
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Sort email leads and file them into the CRM — by importance