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Welcome to the module of our comprehensive Bitrix24 training series! 🎓 In today's session, we'll delve deep into the world of Bitrix24 CRM Robots, Manage workflow. Whether you're new to CRM automation or seeking advanced techniques, this tutorial is perfect for you!

🔍 What You'll Learn Today:

Custom Communication and Beyond

Before diving into the world of automation, let's recap some essentials. In our previous sessions, we covered a wide array of topics, from custom communication to employee alerts, monitoring, paperwork, payment delivery, and even sales ads. Today, our focus is squarely on "Managing Workflow Items."

Changing Deal Names with Ease

One of the core aspects of workflow automation is the ability to modify and adapt processes quickly. In this article, we revisit the process of changing the name of a deal. Without the need for complex conditions, you'll learn how to effortlessly update contact names, last names, company names, and deal creation dates. This hands-on demonstration simplifies a fundamental aspect of workflow management.

Tracking Field Value Changes

For businesses, staying on top of budget changes is crucial. Bitrix24 enables you to create custom fields like 'budget' and dynamically adjust your workflow when a budget change occurs. Witness how this feature seamlessly integrates with employee alerts and notifications, ensuring your team is always in the know.

Adding and Changing Observers

Automation is the lifeblood of Berrix, and adding and changing observers is a pivotal aspect. We guide you through setting up conditions based on budget thresholds and assigning specific observers accordingly. See how this process unfolds within your deals, enhancing collaboration and accountability.

Effortless Responsibility Shifts

Changing the responsible person within a deal is a breeze with Bitrix24. Explore the various options available, such as 'Random Order' and 'Specific Order,' and understand how they can help you manage your team members more efficiently. No more manual adjustments – let automation handle it for you.

Unlocking the Potential of Call Center 24 telephony solution

Bitrix24 call center capabilities are a game-changer in communication. Learn how to make calls, add contacts, and connect with users seamlessly. Discover the power of passing, moving, or transferring calls, streamlining your communication process and boosting productivity.

Tracking Responsible Person Changes

Maintaining transparency in responsibility shifts within your deals is crucial. Our article explores the 'Track Responsible Person Changes' feature, which keeps you informed about who is in charge at any given time. Stay on top of your workflow effortlessly.

Document Management Made Simple

Bitrix24 streamlines document management with the 'Change Stage' automation. We show you how to create custom fields like 'Documents Needed' and use them to dictate the flow of your deals based on specific conditions. Simplify your document handling process and reduce errors.

Dealing with Junk Leads Efficiently

Finally, we delve into 'Delete Items' automation. This valuable tool helps you manage junk leads efficiently, providing a hassle-free way to remove irrelevant or outdated data from your system.


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👍 If you find this video helpful, please give us a thumbs up, share with colleagues, and subscribe for more in-depth Bitrix24 tutorials.

💬 We'd love to hear your feedback! Drop your questions, comments, or suggestions below, and we'll do our best to address them in upcoming videos.

Stay tuned, and let's master Bitrix24 together! ✨

▶️Time-code:
00:00 - Introduction
00:30 - Robot "Modify item"
02:10 - Robot "Track field value change"
03:23 - Robot "Change observers"
06:18 - Robot "Change responsible person"
08:40 - Robot "Track responsible person change"
09:20 - Robot "Change stage"
11:46 - Robot "Change pipeline"
14:00 - Robot "Delete item"

#bitrix24tutorial #Bitrix24Automation #CRMRobotsTutorial

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