Битрикс24 and Mattermost automations — Sales & Leads

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

54 scenarios

New deals in Bitrix24 — Channels in Mattermost
New messages in Mattermost — Updating contacts in Bitrix24
New contacts in Bitrix24 — Channels in Mattermost
New Bitrix24 contacts — into Mattermost audiences
New users in Mattermost — Contacts in Bitrix24
New messages in Mattermost — Updating deals in Bitrix24
New leads in Bitrix24 — Users in Mattermost
New messages in Mattermost — Contacts in Bitrix24
New records in Google Sheets — Users in Mattermost — variant 2
New users in Mattermost — Leads in Bitrix24
New contacts in Bitrix24 — Running apis in Mattermost
New form responses in Formstack — Users in Mattermost — variant 2
New deals in Bitrix24 — Sending messages in Mattermost
Updated contacts in Bitrix24 — Users in Mattermost
New contacts in Bitrix24 — Updating channels in Mattermost
Contacts from Bitrix24 into Mattermost audiences
New contacts in Bitrix24 — Users in Mattermost
New users in Mattermost — Updating contacts in Bitrix24
New messages in Mattermost — Leads in Bitrix24
New users in Mattermost — Deals in Bitrix24
A booked meeting — a CRM task and a reminder
From Mattermost through Bitrix24 — the answer back to Mattermost
Profile links from Mattermost — as new contacts in Bitrix24
New CRM contacts — enrichment and alert
A landing-page lead — into CRM, a task and chat at once
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
High-value lead alerts — to chat, sheet and calendar
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Compare each proposal against your winners and find the gaps
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Capture and route leads from every channel
Client renewal reminders — ahead of time
Morning briefs for your meetings — who and where from
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Website leads — enrichment, scoring and routing to CRM
Daily CRM and support digest delivered straight to your team chat
Website lead scoring — a task for the rep only on the strong ones
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
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
Lead verification, enrichment and sorting — automatically
Sort email leads and file them into the CRM — by importance