Битрикс24 and YCLIENTS automations — Sales & Leads

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

61 scenarios

New customers in Yclients — Leads in Bitrix24
New leads in Bitrix24 — Customers in Yclients
New customers in Yclients — Updating contacts in Bitrix24
New Bitrix24 land in Yclients by themselves
New contacts in Bitrix24 — Running apis in Yclients
New records in Yclients — Deals in Bitrix24
New subscribers in Mailchimp — Records in Yclients
New customers in Yclients — Companies in Bitrix24
New deals in Bitrix24 — Records in Yclients
New contacts in bitrix24 — Customers in Yclients
New companies in bitrix24 — Customers in Yclients
New contacts in bitrix24 — Customers in Yclients
New attendees in eventbrite — Records in Yclients — variant 2
Updated records in Yclients — Contacts in Bitrix24
Updated customers in Yclients — Contacts in Bitrix24
New deals in bitrix24 — Customers in Yclients
New records in Yclients — Contacts in Bitrix24
New companies in Bitrix24 — Customers in Yclients
New customers in Yclients — Deals in Bitrix24
New Bitrix24 contacts — into Yclients audiences
New contacts in Bitrix24 — Updating customers in Yclients
Updated records in Yclients — Updating contacts in Bitrix24
New records in Yclients — Leads in Bitrix24
New subscribers in mailerLite — Records in Yclients
Contacts from Bitrix24 into Yclients audiences
New form responses in JotForm — Contacts in Bitrix24
New deals in Bitrix24 — Deleting records in Yclients
Updated contacts in Bitrix24 — Updating customers in Yclients
New deals in Bitrix24 — Customers in Yclients
New contacts in Autopilot — Records in Yclients
New contacts in Bitrix24 — Customers in Yclients
New customers in Yclients — Contacts in Bitrix24
New webinar registrants in zoom — Contacts in Bitrix24 — variant 2
New HubSpot contacts — enriched via hunter, saved to Bitrix24 and Yclients
New outputs in phantombuster — Records in Yclients
New leads in Bitrix24 — Webinar registrants in zoom
Found: customers in Get Course — Records in Yclients
Form submissions into a sheet and support
CRM deals into a sheet — a pipeline snapshot
Lead scoring and routing: hot leads straight to sales
CRM company and task from a form submission
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
A pre-meeting brief: last notes, open tickets, recent changes
Auto-booking demos for high-intent leads
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