Битрикс24 and Gmail automations — Sales & Leads

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

48 scenarios

Deal notes from emails — into your CRM automatically
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
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
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
A follow-up email after a canceled meeting — automatically
Open-house visitors into your CRM and into an email, right after the visit
Deal-matched materials — sent automatically by CRM stage
Store lead emails turned into CRM contacts and deals automatically
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
Instant, personal outreach to every new lead
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
Automatic lead qualification in bitrix24
CRM data quality audit, delivered to your inbox
Automatic follow-ups on stalled deals
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
Alerts for customers losing interest: to the rep, into a task, and by email
CRM deals synced to a sheet, with a daily email summary
Meeting prep that arrives on its own — contact, deals, company and talking points
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Website leads straight into CRM deals, with a team alert
Customer churn prediction from deals and tickets
Lead gathering and drafted emails for approval, sending the approved
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