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Bitrix24 CRM + Unbiased Pro

Update lead actions in Bitrix24 CRM whenever enquiry statuses change in Unbiased Pro

Optimize your lead management process with this intuitive workflow. When the status of an enquiry changes in Unbiased Pro, a corresponding lead action is initiated in Bitrix24 CRM. This ensures smoother transition from enquiries to actionable leads, saving time and enhancing your efficiency. Let this workflow handle the routine tasks, so you can focus more on creating effective strategies.

Optimize your lead management process with this intuitive workflow. When the status of an enquiry changes in Unbiased Pro, a corresponding lead action is initiated in Bitrix24 CRM. This ensures smoother transition from enquiries to actionable leads, saving time and enhancing your efficiency. Let this workflow handle the routine tasks, so you can focus more on creating effective strategies.

  1. When this happens...
    Unbiased ProUnbiased Pro
    Enquiry Status Change

    Triggers when status of an enquiry is changed.

    TriggerInstant
  2. automatically do this!
    Bitrix24 CRMBitrix24 CRM
    Lead Action

    Lead create or update action.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Statuses

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    • Entity Type IdRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • EventRequired

    Trigger
    Instant
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    • Autoload fields

    • ActionRequired

    Action
    Write
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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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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

Unbiased Pro is a UK growth platform for financial advisers, mortgage brokers, and accountants.

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