What is business process automation?
Business process automation is the use of technology to perform repetitive tasks without human intervention. In Bitrix24, you can automate sales, marketing, customer service and internal processes without writing code.
Types of automation in Bitrix24
CRM Robots
Robots are actions performed automatically at a specific stage of the sales funnel:
- •Sending emails - automatic message after registering a lead
- •Creating tasks - assigning tasks to sales reps
- •Changing status - moving deals automatically in the pipeline
- •Notifications - alerts for the manager about important events
Triggers
Triggers initiate actions based on events:
- •Customer opened an email → change lead status
- •Deadline passed → send reminder
- •New form on the site → create deal
Business processes (Workflow)
Advanced automation scenarios:
- •Multi-stage offer approval process
- •Step-by-step new customer onboarding
- •Complaint handling with escalation
Examples of automation
Scenario 1: New lead from the website
- •Contact form → lead automatically created in CRM
- •Assignment to the appropriate sales rep
- •Automatic welcome email
- •Task: phone contact within 24h
Scenario 2: Sales follow-up
- •Deal moves to "Offer sent" stage
- •After 3 days → automatic reminder
- •After 7 days without reply → follow-up email
- •After 14 days → escalation to manager
Benefits of automation
- •⏱️ Time savings - up to 40% less manual work
- •📈 Higher conversion - faster reaction to leads
- •🎯 Standardization - every lead treated equally
- •📊 Better data - automatic logging of activities
Want to automate your company? We help design and implement automations in Bitrix24. Book a free consultation.
process automationBitrix24 automationCRM robotsworkflowbusiness processes
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