Emails automatically into the CRM
workflows
02/24/2026
Complexity
Development and implementation20–28 hours
Costfrom €690 (one-time)
Problem
Incoming emails often contain important customer inquiries such as requests, complaints, orders or appointment requests. In Bitrix24, automatic processing is limited: only simple rules can be applied, but no flexible analysis of the content. Data such as name, phone or concern cannot be automatically extracted and transferred into matching elements.
As a result, emails are processed manually, which costs a lot of time, causes delays and encourages the loss of inquiries.
Solution
The module fully automates the creation of CRM elements from incoming emails.
Main features of the solution:
- Configurable rules by mailbox, sender, subject, keywords or email templates.
- Automatic parsing of email content to extract data such as name, phone, email, address, amount or order number.
- Creation of one or several elements at the same time:
- Contact / company (incl. field population).
- Smart process (any type).
- Task (with responsible person and deadline).
- Lead / deal (incl. linking)
- Optional: building process chains (e.g. contact → company → smart process → task)
- Automatic linking of the email in the CRM (timeline).
The module works with Bitrix24 webmail as well as external mailboxes (IMAP/POP3).
Output
- Fully automatic processing of emails in seconds.
- Reduction of manual work by 70–95%.
- No waiting time – inquiries land directly in the right process.
- Fewer errors and lost leads.
- Central control of all email scenarios.
