How to create follow-up sequences
Creating a follow-up sequence in Bitrix24 requires configuring a Business Process with wait and message-sending robots inside CRM Automation. The process involves designing the flow step by step in the visual builder. In Teeo, you describe the intervals in one message and the sequence is ready.
How to do it in Teeo
“Create a follow-up sequence: first message at 3 days, second at 7 days, third at 14 days without response”
The sequence is active and will execute automatically at the defined intervals.
How to create follow-up sequences in Bitrix24: step by step
Requirements
- ·CRM Automation with robots is available from Bitrix24's Basic plan. The Free plan has very limited access.
- ·Email-sending robots require a connected email account configured in Bitrix24 beforehand.
- ·The Business Process builder has a steep learning curve; reviewing the official documentation before configuring complex sequences is recommended.
Log in to Bitrix24
Go to your Bitrix24 portal and enter your credentials. Make sure you have CRM administrator permissions, which are required to create automations.
Access the CRM module
In the left-side navigation bar, click 'CRM' to open the main module.
Open CRM Automation
Inside CRM, find and click 'Automation' or 'CRM Automation' in the side menu. It may also appear as 'Robots & Triggers' depending on your Bitrix24 version.
Select the entity: Deals, Leads, or Contacts
Choose the entity the sequence will act on: 'Deals', 'Leads', or 'Contacts'. Follow-up sequences are typically configured on Deals or Leads.
Select the pipeline stage where the sequence starts
Automations in Bitrix24 are associated with pipeline stages. Select the stage from which you want the follow-up sequence to begin (e.g., 'Proposal Sent').
Add the first robot: Wait (3 days)
Click 'Add Robot' within the chosen stage. Select the 'Wait' robot. Configure the wait time to 3 days. This robot will pause the sequence before the first message.
Add the first message-sending robot
After the Wait robot, click 'Add Robot' again. Select 'Send Email' or 'Send Message'. Write the content of the first follow-up message and configure the recipient (the deal's contact).
Add the second Wait robot (4 additional days)
Add another 'Wait' robot after the first message. Configure it for 4 days (so the second message arrives at 7 total days from the start of the sequence).
Add the second message robot
Add another 'Send Email' or 'Send Message' robot. Write the content of the second follow-up message. Customize the subject and body with dynamic tokens if desired.
Add the third Wait robot (7 additional days)
Add a third 'Wait' robot configured for 7 additional days (for the third message at 14 total days from the start).
Add the third message robot
Add the final 'Send Email' or 'Send Message' robot with the third message content. If you want the sequence to stop if there is a reply, configure the corresponding exit condition.
Save and activate the automation
Click 'Save' to save the entire sequence configuration. Verify that the robots appear in the correct order within the stage. The automation will be active for all deals that enter that stage.
Frequently asked questions
How do I create an automatic follow-up sequence in Bitrix24?
To create a follow-up sequence in Bitrix24, go to CRM → Automation, select the entity (Deals or Leads) and the pipeline stage, then add 'Wait' and 'Send Email' or 'Send Message' robots in sequence. Each Wait robot defines the interval between messages. The full process takes about 40 minutes.
Can I stop the follow-up sequence in Bitrix24 if the client replies?
Yes, but it requires additional configuration. You need to add a condition trigger that detects the client's reply and stops the automation. This is configured using Triggers in CRM Automation and has a medium-to-high complexity.
What is the easiest way to create a follow-up sequence?
With Teeo CRM you can describe the sequence in a single message: 'Create a follow-up sequence: first message at 3 days, second at 7 days, third at 14 days without response'. The sequence becomes active immediately without needing to configure robots or business processes.