Bitrix24 workflow and sales automation
Stop chasing follow-ups and approvals by hand. We build Bitrix24 automation rules, triggers and workflows that move leads, deals and tasks forward automatically.
Automation services
Let Bitrix24 do the repetitive work
We design automation around your real process, so your team spends time with customers instead of updating records.
Lead routing
New leads assigned to the right person by source, region or workload, the moment they arrive.
Follow-up automation
Reminders, tasks and notifications so no lead or customer is forgotten.
Approval workflows
Quotes, discounts and internal requests routed for approval with a clear audit trail.
Task automation
Tasks created and assigned automatically as deals move through each stage.
Document generation
Quotes and documents generated from CRM data using Bitrix24 templates.
Alerts and reporting
Notifications for stalled deals and reports that show where work is getting stuck.
How it works
How we build your automation
Map
We document how work flows today and where time is lost.
Design
We plan the rules, triggers and workflows with you before building.
Build and test
Automation is built in Bitrix24 and tested against real scenarios.
Refine
We monitor results and adjust rules as your process changes.
FAQ
Bitrix24 automation FAQs
Can't see your question? Call +61 456 226 239 or email info@salesaid.com.au.
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What can be automated in Bitrix24?
Common examples include lead assignment, follow-up tasks, reminders, stage changes, approval workflows, notifications and document generation from CRM data.
Does automation depend on our Bitrix24 plan?
Some automation features are only available on certain Bitrix24 plans. We check what your plan includes and recommend the best option for your workflows.
Can automation be changed later?
Yes. Automation rules and workflows can be updated as your process changes, and we can make those changes for you.
Will automation work with our existing setup?
In most cases, yes. We review your current pipelines and fields first, then build automation that fits around them.
Can you fix automation that isn't working?
Yes. We can audit existing rules and workflows, find what is breaking and rebuild them properly.
Ready to automate your sales process?
Talk to a certified Bitrix24 partner about the follow-ups, approvals and tasks you'd like to take off your team's plate.