How to automate lead profiling
Automating lead profiling in Bitrix24 requires creating a custom temperature field, then configuring business processes with activity count conditions. It's an advanced feature requiring CRM+ or higher plan and can take 30 to 40 minutes. In Teeo you describe the classification logic in one message.
How to do it in Teeo
“Automate lead profiling: classify as hot those with 3 or more interactions, warm with 1-2, cold with no interactions”
The automation is active and will classify leads automatically in real time.
How to automate lead profiling in Bitrix24: step by step
Requirements
- ·Advanced CRM automation in Bitrix24 requires the CRM+ plan or higher. The free plan only allows basic robots without complex activity count conditions.
- ·Bitrix24 has a native 'Lead Quality' field you can use as a temperature field. You can also create a custom list field with Hot/Warm/Cold values.
- ·Bitrix24's Business Processes have a visual flow editor but require prior platform knowledge. Activity count conditions use formulas with system variables.
Verify you have CRM+ plan or higher
Go to the top right corner > account icon > 'Pricing' to verify your current plan. Automation with activity conditions requires CRM+ or Business. If you have the free plan, you'll need to upgrade before continuing.
Access CRM in the left sidebar
In the left navigation bar, click 'CRM'. The main CRM section will open with access to Leads, Deals, Contacts, and Companies.
Go to Leads and create a custom temperature field
Inside CRM, click 'Leads'. In the lead list view, click the settings icon (gear) or 'Settings' > 'Custom fields'. Click '+ Add field' to create a new field.
Configure the custom field
In the new field form, select type 'List'. Enter the field name: 'Lead Temperature'. Add list values: 'Hot', 'Warm', 'Cold'. Click 'Save' to create the field.
Access CRM > Automation
In the CRM menu, find the 'Automation' or 'CRM Automation' section. Select the 'Leads' entity to configure automation specifically for leads.
Create a new Business Process for Leads
Click 'Add' or '+ New Business Process'. Select the trigger 'On Change' or 'When activity added' so the process runs when a new activity is logged on the lead.
Add an IF condition for hot leads
In the visual process editor, add a condition block (IF). Configure the condition: 'Activity count >= 3'. If the condition is met, connect a 'Modify field' action block to assign the value 'Hot' to the Lead Temperature field.
Add the condition for warm leads
Add another condition branch with: 'Activity count >= 1 AND Activity count <= 2'. If met, connect another 'Modify field' block that assigns the value 'Warm' to the Lead Temperature field.
Add the condition for cold leads
Add the last branch with: 'Activity count = 0'. If met, connect a 'Modify field' block that assigns the value 'Cold' to the Lead Temperature field.
Configure the execution trigger
In the Business Process properties, configure when it should run: on lead creation, on any field update, or every time an activity is logged. For real-time classification, select 'On activity added'.
Activate the Business Process
Review the flow diagram to confirm all conditions and actions are correctly connected. Click 'Activate' or 'Save & Activate' to launch the automation.
Test the automation with an existing lead
Go to CRM > Leads and open a test lead. Manually add activities (calls, emails, meetings) from the lead's timeline. Verify that the Temperature field updates automatically based on the number of recorded interactions.
Frequently asked questions
Can I automate lead profiling on Bitrix24's free plan?
Not fully. Bitrix24's free plan allows basic CRM robots, but automation with complex conditions based on activity counts requires the CRM+ plan or higher. If you need automatic hot/warm/cold classification, you will need a paid plan.
What is the difference between CRM Robots and Business Processes in Bitrix24?
CRM Robots are simple automations tied to pipeline stages (e.g. send email when moved to a stage). Business Processes are more complex workflows with conditions, logical branches, and multiple chained actions. For profiling with activity conditions you need Business Processes.
Does Bitrix24 have a native temperature or lead scoring field?
Yes, Bitrix24 includes a native field called 'Lead Quality' that functions as a lead score. You can use it directly or create a custom list field with the specific values you need (Hot, Warm, Cold). Both options are compatible with automation.