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Analytics & reports Analyze sales funnel, employee performance, Sales Intelligence, BI Builder dashboards
Mobile CRM Leads, deals, invoices, payments, telephony, emails, inventory, calendar at your fingertips
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CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
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CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
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Online documents & file storage Store, share and edit documents online easily with co-workers using company drive
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Shared calendars Plan with company & personal calendar, open time slots, meeting room booking, calendar sync
Mobile communications Team messenger, video calls, comments, calendar, notifications anywhere
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
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Sites & Stores Create websites that sell
Website builder Use our free CMS, templates, hosting, AI-generated images and texts to create awesome sites
Social selling Sell your products directly via Facebook, Instagram, WhatsApp or Telegram
Website forms Capture leads with custom order forms, registration & feedback forms, and forms with conditional fields
Landing pages Generate leads with capture forms, automated funnels and Google Analytics integration
Online store Maximize ecommerce with inventory management, order processing, delivery and online payments
Mobile sites & online stores Responsive design, online orders, client management in your pocket
Website widget Enable widget to chat with site visitors, use popular messengers and accept callback requests
Online marketing tools Increase sales with email marketing, Facebook or Google Ads, marketing automation, CRM integration
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
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HR & Automation Optimize workflows & manage HR data
Employee management Use employee profiles, company structure, access permissions, Active Directory
Culture & engagement Get company news, polls, appreciation badges, tags, personal notifications
Mobile HR Chat, video calls, employee profiles, approvals, notifications on the go
Work management Track employee performance with KPI, work reports, supervisor view
Internal communications Communicate via video announcements, memos, public and private chats
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
Information management Work with knowledge bases, online documents, file storage, access permissions
Automation Streamline operations with requests, approvals, expense reports, RPA, workflow automation
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CoPilot
CoPilot Your AI-powered assistant in Bitrix24
CoPilot in CRM Call audio-to-text transcription, call summary, field autocompletion in deals
CoPilot in Tasks AI-generated task descriptions, task summaries, checklists, comments
CoPilot in Chat Unlimited source of ideas, AI-generated texts, brainstorming, and more
CoPilot in Sites & Stores Compelling copy on demand, AI-generated images, detailed prompts, text translation
CoPilot in Feed Thread summaries, AI-generated ideas, text editing & creation, AI-written responses, text translation
CoPilot in Video Calls AI-powered call transcription, analysis, summary, and recommendations
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What is a trigger in CRM?

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Glossary
Glossary

In CRM automation, a trigger is an event or condition that automatically initiates a specific action. Triggers help streamline processes by responding instantly when certain criteria are met – for example, when a new lead is added or a deal moves to a new stage.

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How do triggers work?

Triggers work by following “if-this-then-that” logic within CRM workflows. For instance, if a new contact is created, the system might automatically send a welcome email or assign the lead to a sales rep. This eliminates manual steps, ensures timely responses, and keeps data consistent across the CRM. Smart use of triggers helps teams save time and improve accuracy in everyday operations.

Bitrix24

Triggers in Bitrix24

If you need a simple and powerful CRM for trigger-based marketing, consider Bitrix24. With over 35 sales and marketing tools on board, Bitrix24 is a perfect choice for any business.

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Free

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Unlimited users

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35+ tools

15.000.000+ organizations have chosen Bitrix24
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