Website leads straight into CRM deals, with a team alert

The scenario takes a SeaTable form submission, creates the company and contact in bitrix24, opens a deal, alerts the team in Microsoft Teams and confirms to the client via Gmail.

  • Company and contact created automatically, no duplicates
  • A deal from every lead
  • The team hears instantly in Microsoft Teams
  • The client gets confirmation via Gmail
Set it upScriptera

How it works

To get bitrix24 notifications in Microsoft Teams, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: When Webflow Form Submitted
  2. Then: Set Contact Fields
  3. Then: Format Phone Numbers
  4. Then: Search Organization in Pipedrive
  5. Check: If Organization Exists
  6. If yes: Aggregate Organization Data
  7. Then: Search Person in Pipedrive
  8. Check: If Person Exists
  9. If yes: Update Person in Pipedrive
  10. Then: Aggregate Person Data
  11. Then: Create Lead in Pipedrive
  12. Then: Notify Team on Discord
  13. Then: Send Confirmation Email
  14. Check: Filter Valid Organization URL
  15. Then: Update Organization URL
  16. If no: Create Person in Pipedrive
  17. If no: Create Organization in Pipedrive

You can launch this bitrix24 + Microsoft Teams integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios