Битрикс24 and Mandrill automations — Sales & Leads

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

41 scenarios

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
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
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
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
Automatic lead qualification in bitrix24
Automatic follow-ups on stalled deals
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
A brief on the person and their company before a call
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
B2B prospect search and personal outreach — on autopilot
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
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
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials