Mailing to Clients at a Specific Funnel Stage in Bitrix24
Mailing by Bitrix24 funnel stages - CRM (customer relationship management system) integration
Information
This setting is only displayed when Bitrix24 integration is installed
Mailing to clients at a specific funnel stage in Bitrix24
How to set up mailing to clients by Bitrix24 funnel stages
1. Selecting a funnel
Open the leadteh.ru personal account, go to your bot in the Auto-mailings section, select an existing mailing or create a new one. Then click the Add button shown in the image below.
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Selecting funnel in Bitrix24
Then in the popup window, select the desired funnel.
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Selecting funnel in Bitrix24
2. Selecting stages
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Funnel stages in Bitrix24
Select the desired stages and save the mailing. Done!