Skip to content

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.

bitrix funnel

Selecting funnel in Bitrix24

Then in the popup window, select the desired funnel.

mailings in bitrix

Selecting funnel in Bitrix24

2. Selecting stages

mailings in bitrix

Funnel stages in Bitrix24

Select the desired stages and save the mailing. Done!

Go to LEADTEX builder