How to Automate the Sales Pipeline in Bitrix24 Using Robots and Business Processes: B2B Case Study
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Automating sales pipelines in Bitrix24 using robots and business processes enables deal routing standardization, human error reduction, and faster execution of key operations. For B2B workflows, it is essential to architect all stage logic in advance, integrate with ERP/accounting systems, and prepare for exception handling. A combined approach leveraging both robots and business processes accommodates both linear and complex flows under unified logic.
Discuss Your Bitrix24 Automation Project
If you're looking to estimate the scope or discuss possible automation scenarios in Bitrix24, an initial consultation might be a good starting point. Common questions discussed before project kickoff include:
- What logic is expected at each pipeline stage and which CRM fields are involved
- Is integration with external systems (ERP, docs, etc.) required
- Are there existing process templates or is new development needed