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Bitrix24 CRM + Perspective

Bitrix24 CRM + Perspective

Bitrix24 CRM + Perspective integrations

Initiate smart-process actions in Bitrix24 CRM for new leads via funnel in Perspective

When a new lead is detected in Perspective, this workflow promptly executes a Smart-Process Action in your Bitrix24 CRM, ensuring that no valuable lead falls through the cracks. This automation efficiently bridges the gap between lead generation and management, enabling you to focus on other business aspects. Enhance your lead conversion strategy with this streamlined process, all while saving time and reducing manual tasks.

When this happens...
New Lead via FunnelTriggers when a new lead is created via a funnel.
TriggerInstant
automatically do this!
Smart-Process ActionSmart-process create or update action.
ActionWrite

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More things you can do with Perspective and Bitrix24 CRM

Discover other triggers and actions you can use with Perspective and Bitrix24 CRM

- Funnel
  Required
Trigger
Instant
Try It
- Funnel
  Required
Action
Write
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
Try It

Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
Try It
- Author ID
  Required
- Blogpost Title
  Required
- Message
  Required
Action
Write

- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Task Title
  Required
- Responsible User ID
  Required
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search

- Funnel
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
Try It
Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
Try It
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- User ID
  Required
- Message
  Required
- Type
  Required
Action
Write
- Autoload fields
- Action
  Required
- Entity Type Id
  Required
Action
Write
- Task ID
  Required
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Entity Type Id
  Required
- Select field names to filter
  Required
Action
Search

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

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Related categories

CRM (Customer Relationship Management)

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About Perspective

Perspective is a mobile funnel builder which lets you create beautiful mobile experiences.

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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