Битрикс24 and SendGrid automations

Ready-made scenarios where Битрикс24 and SendGrid work for you: pick one — a copy appears in your account and runs on its own.

99 scenarios

Contacts from Bitrix24 into SendGrid audiences
New Bitrix24 contacts — into SendGrid audiences
Website leads greeted — email, CRM, team alert
A morning digest: email, news and tasks in one message
An instant personal reply to every new lead
Form leads straight into the CRM
Support email sorts itself and becomes tasks
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
A daily overdue-tasks report in your inbox
The sprint report — it goes out to stakeholders on its own
All work accounts for a new hire from one form
Enriching leads with contacts — drop a sheet, get a filled CRM
Candidate shortlisting, emails and screening tasks
Leads scored and routed to a rep — straight from the form
Urgent tasks that don't stall
Turn support emails into tracker tickets automatically
Lead scoring and routing: hot leads straight to sales
Unpaid-invoice control: task and email — on their own
Win back abandoned Shopify carts by email and in 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
Requests from Notion — into bitrix24 tasks with a team notice
New-lead handling: CRM entry, team alert and reminder
Meeting notes — into tasks, participant emails and a summary
Time-based invoices and missing-hours reminders in one run
Tickets prioritized by importance, tasks created for you
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
Release notes — ready the moment a version ships
Stuck tickets, followed up automatically
Smart auto-replies to routine emails
A daily sprint and time-tracking report, by email
Open-house visitors into your CRM and into an email, right after the visit
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
A follow-up email after a canceled meeting — automatically
Team-capacity tracking with over-allocation alerts
Requests routed to the right team — sorted automatically
Interview bookings — call, task and emails assembled automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
A daily briefing by email: tasks and meetings in one message
Contract renewal reminders: an email to the client, a task for the rep
Polite candidate rejections sent by email, with the task closed
Smart support triage with bitrix24
New-issue triage: task, notification, reply to the author, and a logged row
Cold outreach with personal emails and CRM logging
A brief on the counterpart's company before a call
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Critical bugs from testing escalated straight to tickets and engineering chat
Automatic lead qualification in bitrix24
Automatic follow-ups on stalled deals
A daily launch digest — with a task for each notable one
Re-engage stalled leads with a ready-made email
CRM data quality audit, delivered to your inbox
A daily numbers summary — to chat and email
A brief on the person and their company before a call
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
B2B prospect search and personal outreach — on autopilot
A competitor cheat sheet right in the bitrix24 deal card
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
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
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
A daily goals report: what's on plan and what's behind
Call summaries, tasks and follow-ups, automatically
Route change requests by the rules — no manual triage
Change request routing: tickets, audit trail and notifications
Tell customers their bug is fixed — the moment the issue closes
Early warning for a reputation crisis
Daily task summaries and a weekly report by email
Customer feedback sorted into themes, tasks and a weekly report
Customer churn prediction from deals and tickets
Website leads straight into CRM deals, with a team alert
Lead gathering and drafted emails for approval, sending the approved
Support tickets turned into a prioritized engineering backlog
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
A full new-client welcome after the form
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Tester feedback triage: tickets, knowledge base and a reply to the author
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
A bitrix24 project from a feature description — with tasks and sub-tasks
Every sale — logged, a ping to you and a thank-you to the buyer
Reminders and escalation for stalled tickets