Bitrix24 Lead Automation Setup
Budget: $30 – $250 USD
I need my Bitrix24 cloud instance to start doing the heavy lifting for lead management instead of my team. The goal is simple: every incoming lead must be routed automatically to the right salesperson and a clear follow-up schedule has to fire without anyone having to remember it.
Here is what I expect:
• Lead assignment must happen the moment a record is created. I’m open to whichever logic you recommend—round-robin, source-based, workload, or any smarter rule you can build—as long as the distribution is hands-free and trackable.
• As soon as the lead lands in an owner’s pipeline, Bitrix24 should trigger a series of follow-up notifications (chat, email, or mobile push) that nudge the rep until the lead is contacted and status is updated. Missed steps should escalate automatically.
I already have Bitrix24 up and running with pipelines, users, and basic fields in place; what’s missing is the business-process automation layer. Please configure the necessary Automation Rules or Business Process Designer workflows, test them with sample leads, and document the setup so I can tweak it later.
Acceptance will be based on watching a live screen-share where a new test lead is created, instantly assigned, and the first follow-up reminder reaches the correct user.
Here is what I expect:
• Lead assignment must happen the moment a record is created. I’m open to whichever logic you recommend—round-robin, source-based, workload, or any smarter rule you can build—as long as the distribution is hands-free and trackable.
• As soon as the lead lands in an owner’s pipeline, Bitrix24 should trigger a series of follow-up notifications (chat, email, or mobile push) that nudge the rep until the lead is contacted and status is updated. Missed steps should escalate automatically.
I already have Bitrix24 up and running with pipelines, users, and basic fields in place; what’s missing is the business-process automation layer. Please configure the necessary Automation Rules or Business Process Designer workflows, test them with sample leads, and document the setup so I can tweak it later.
Acceptance will be based on watching a live screen-share where a new test lead is created, instantly assigned, and the first follow-up reminder reaches the correct user.