Configure Automated Emails in Bitrix24 CRM

After each funnel stage, you need to send an email: a welcome after first contact, a proposal after qualification, a reminder two days later, a thank you after payment. No one does this manually and systematically — we automate sending via Bitrix24 robots. Our track record: over 50 successful CRM automation projects, average manager time savings of 3 hours per day per employee. With 10 managers, that's 30 hours per day — profit growth without new hires.

Why Emails Land in Spam and How to Fix It

Before setting up robots, your email must be correctly configured. A common mistake: robots are set up, but emails are sent from a technical address @bitrix24.ru and land in the client's spam. According to Return Path, deliverability of emails without SPF/DKIM is 60% lower — up to 40% end up in spam. The correct setup: Settings → Mail → Outgoing Mail — connect corporate SMTP (Google Workspace, Yandex 360, own server). After that, all emails from CRM are sent from your corporate domain. Additionally — SPF and DKIM records for the domain. Without them, automated emails get a low reputation and end up in spam even from a corporate address. We test deliverability using services like MXToolbox before going live.

Setting up SPF/DKIM boosts deliverability from 40% to 95% — 2.5 times more clients receive your emails. This directly affects your funnel conversion.

How to Configure the 'Send Email' Robot

Configure it in CRM → [Funnel] → Robots → [Stage] → Send email to client. Parameters:

• From — sender address: portal email, personal mailbox of the deal responsible, or a fixed address. We recommend using the responsible's mailbox so the client sees a specific manager.
• To — Email field of the contact or company from the deal ({=Document.CONTACT_EMAIL}) or a fixed address. Ensure the field is filled for all contacts.
• Subject and body — support all deal field placeholders using {=Document.FIELD_NAME}.
• Delay — email sent immediately or after N hours/days.

For more details on robot types and triggers, see the official documentation.

What Are Email Templates and Why Use Them?

For reusable emails, create templates: CRM → Settings → Email Templates. A template is an HTML email with variables. When setting up a robot, select a template, and variables are substituted automatically. A basic HTML template for a robot:

<p>Hello, {=Document.CONTACT_HONORIFIC} {=Document.CONTACT_NAME}!</p> <p>Your request <strong>#{=Document.ID}</strong> has been received.</p> <p>Manager {=Document.ASSIGNED_BY_FULL_NAME} will contact you within an hour.</p> 

Note CONTACT_HONORIFIC — salutation (Dear Mr./Ms.). This field is often empty if not filled during contact creation. We advise omitting it or using a neutral form.

Email Open Tracking

Emails sent from CRM are tracked: you can see when a client opened the email and clicked links. Data appears in the deal timeline. For automatic reaction to opens — use the Email opened trigger. When triggered, you can move the deal to another stage or start the next robot reminder. A follow-up email chain is built this way.

How to Design an Email Sequence (Drip Campaign)

Example sequence for a SaaS product:

1. Stage 'New' → Welcome email (immediately)
2. Delay 1 day → 'How to start' email (if first not opened — a different email)
3. Delay 3 days → 'FAQ' email
4. Delay 7 days → 'Demo call with manager' email

Branching based on email opens requires using triggers together with robots — a plain robot chain with conditions cannot be built. We design these scenarios tailored to your funnel.

What's Included in Setup

We turnkey the project: provide documentation, access, and 2 weeks of support after launch. We'll assess your project in 1 day — contact us for a consultation.

Timeline

Full setup of an automated email sequence — from 1 to 3 business days depending on scenario complexity. Cost is calculated individually based on number of funnels and templates. Get an individual quote — write to us.