Robots and triggers in Bitrix24: what are their capabilities?
2 September 2021next article
Many people who have heard about CRM systems or have ever thought about implementing them in a company, have never head about business processes, robots and triggers before. Whereas these tools significantly simplify the work processes, the interaction with the client for any business.
Especially this remains pertinent for a large-scale of enterprises or companies, as the number of routine tasks grows along with the number of employees. CRM implementation and the transfer of work into a corporate portal helps to simplify the sales targeting and automatize the performance of the repetitive tasks depending on specific conditions. Bitrix24 allows you to create an algorithm that makes life easier for your employees by automatically completing the repetitive tasks.
What does it all mean?
The robot is an algorithm for processing Deals and Leads, re-configured to be launched when an item transitions to the required status. In simple words, this is a process that begins without human involvement. For instance, if you receive a request or a letter from a client, the system will immediately create a task, set a reminder and notify you or the other employees involved.
To trigger, you need a specific action that will transfer the Lead or Deal into a required state; such as an incoming call or a client visiting the web-site. You can set up the required conditions directly in the Lead or Deal's card.
The main difference between robots and triggers:
The robots start the processes;
The triggers transfer the CRM entity into a required stage.
Robots and triggers are available in all commercial Bitrix24 tariff plans with no limitations, free of charge — only five to choose from.
Capabilities of the automatization tools
The robots are responsible for many useful functions for the employees, the ads, the communication channels with the clients and individual work. Let's review some of them:
● Creating tasks for specific employees;
● Planing meetings, calls or conferences both with clients and internal ones;
● Sending e-mails, SMS or notifications;
Triggers automatically transfer the Lead or Deal into the required stage, if provided the existence of specific events:
● Feedback from the client;
● A click on the link;
● When connecting telephony — an incoming call;
● CRM application is filled out;
● A recurrent visit to the web-site.
Bitrix24 BPV system as an assistant when dealing with business processes
There might be many conditions and automatic actions, and users need to have the possibility to deal with all of them. BPV (Business Process Management) is a set of tools for assistance, management and control of all the automated actions. Bitrix24 also has this section, and it works with minimal human involvement. The user needs to provide the name and description of the process, and to collect all the possible actions in the system to put them together in the block schemes constructor mode. No special education is required: only logical thinking, understanding of what and when has to happen and attentiveness.
A separate card is defined for each business process, where all the data can be reviewed, and the edits can be made. This is a way to control the accuracy of the work and, in case of inefficiency, to shift employees or amend the subsequence of the processes.
As you can see, Bitrix24 has all the required aspects to efficiently automate the routine working processes of your company using robots and triggers. For sure, you can configure them manually in any convenient business process designer, or have the CRM automatization set up, but if you require more sophisticated solutions, the Avivi team is always ready to assist you in the Bitrix 24 CRM development and implementation of business processes of any complexity.
For many years, the Avivi company has realized various projects connected with Bitrix24. The most unusual project turned out to be a transfer from on-premise edition to the cloud. Usually, everyone wants to do it the other way around. But if the customer wants something from us, he/she will get it from our company.
Why is most of the Bitrix24 documentation in Russian? Why is the product often represented by people with Slavic names? How to get the profound technical clarification without any knowledge of Cyrillic? Our company can help you with the latter, and when it comes to everything else — read this article.
This article, based on the numerous requests, compares the ERP functionality of the popular project management platform and tasks Jira with Bitrix24. Find out about the differences between the software products as well as convenient options for using each of them and make the right choice for yourself.
We will reach out to within 10 minutes