Which channel brings deals — a per-source breakdown in botHelp

The scenario pulls deals from bitrix24, keeps the won ones, works out which channel each came from, sends the breakdown to botHelp and logs the data to Microsoft Excel 365.

  • It counts deals in money, not just leads
  • You see which channel pays off and which burns budget
  • A per-source breakdown arrives in botHelp
  • A history of won deals accumulates in Microsoft Excel 365
Set this upScriptera

How it works

To move data from Microsoft Excel 365 to botHelp automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Fetch All HighLevel Opportunities
  3. Check: Check If Status = Won
  4. If yes: Log Won Deals to Sheets
  5. Then: Calculate Lead Source Metrics
  6. Then: Send Analytics to Slack
  7. If no: Alert Non-Won Status to Slack

You can launch this Microsoft Excel 365 + botHelp integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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