Let's create an automation rule at the "Product delivery" stage to send an email notification to the customer about their upcoming delivery.

From. Specify the email address the automation rule will use to send the email. If you enable the Auto select option, the email will be sent from the responsible employee's address. If the responsible person has multiple addresses, the email will be sent from the first one in the list.

Subject and text. You can insert field values from the CRM item form into the text. For example, add the customer's name and order number.

Client address type. Select work, home, newsletters email, or auto select. The type of address is defined in the Email field of the client form.

Use address. If the client has several addresses, the automation rule will send the email to the first or the last added address. Select a value from the list.

If you select the work address, the automation rule will use either the first or last address of that type. If you enable the Auto select option, the automation rule will choose either the first or the last address from the client form, regardless of the type.

Attachments. You can attach files to your email, for example, company details or a product catalog.

• Item fields: Attach files from the custom fields in the CRM item form.
• Drive: Upload files from Bitrix24 Drive or your computer.

Enable click tracking. Activate this option to find out if a customer has clicked on a link in the email.

Track link clicks in outgoing emails

When a deal reaches the "Product delivery" stage, the automation rule will send an email with the customer's name and order number included in the text.

Let's create an automation rule at the "Deal won" stage to thank the customer for their purchase.

Origination number. Select the phone number that will be used to make the call.

Call using. Select what the customer will hear: a text voiced by the automation rule or an audio recording.

Next, the settings depend on your choice.

Text. Enter the text that the customer will hear during the call. You can insert field values from the CRM item form, such as customer name, order number, or delivery date. Select the voice, volume, and speed of pronunciation.

Audio file. Provide a direct public link to the file in MP3 format.

Let's create an automation rule at the "Deal won" stage to send a message asking the client to fill out the feedback form.

Text. You can add field values from the CRM item form, like customer name, deal amount, or delivery date.

Hidden message (whisper mode). The client can't see this message. It's only visible to employees in the chat room. You can use it to discuss order details, discount conditions, or options for responding to a customer complaint.

Attachments. You can attach files to your message, for example, an invoice or discount coupon.

• Item fields: Attach files from the custom fields in the CRM item form.
• Drive: Upload files from Bitrix24 Drive or your computer.

When a deal reaches the "Deal won" stage, the automation rule sends a message to the Open Channel chat. The customer's name and order number are automatically inserted into the text.

Let's create an automation rule at the "Product delivery" stage to send an SMS notification to the customer about their upcoming delivery.

Message text. You can add field values from the CRM item form, such as customer name, deal amount, or delivery tracking number.

Client phone number type. Choose the phone number type for sending the SMS. The type is specified in the Phone field in the client form.

If you enable Auto select, the automation rule will send an SMS to the first number from the client form, regardless of the type.

Provider. Select a provider for sending SMS. If you don’t have an SMS provider connected yet, set it up first and then select it in the automation rule.

Using SMS in Bitrix24

When a deal reaches the "Product delivery" stage, the automation rule will send the SMS with the customer's name and order number inserted into the text.

Let's create an automation rule at the "Create papers" stage to notify clients about the registration process.

Select a message template.
Add message templates in your Edna account
Send WhatsApp messages from CRM

When a deal moves to the "Create papers" stage, the rule sends a message via WhatsApp.