6 Ways to Automatically Generate Leads in Bitrix24.CRM + Advanced Tip

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No more manual lead capture ! If your marketing and sales team needs to manually update spreadsheets and import data into CRM , impacting service time, it's time to make this process more efficient.

Having a diversified strategy, such as creating a real web, through forms, persuasive landing pages and other resources, will allow you to retain valuable information from your potential future customers – and all in a way that respects LGPD standards.

We know that doing all this is not easy. That's why we're going to show you how the Bitrix24 platform and some strategic applications can facilitate this capture and also make the relationship with opportunities much easier to manage.

Keep reading this article to discover 6 ways to capture leads to enrich your CRM pipeline and at the end, see an advanced tip as a bonus!

1) Telephone
If you have a virtual number in Bitrix24 and have already integrated your telephony, you can configure the platform to automatically capture the lead when someone calls your company.

To configure, go to the Telephony > Configure Numbers > CRM integration tab. There, all options are available for you to configure according to your strategy.



You can also let your team assess whether the contact is a lead and click on the screen to save the information in the CRM , if you prefer each case to be analyzed separately.

You can also enable call recording, and you can track the entire journey of your lead until they become a customer.

Callback
Another option within telephony is callback, which is a type of CRM Form, where your customer can leave a telephone number and request a return call.

By choosing this option, Bitrix24.CRM will make things easier for your salespeople by informing them of the action that needs to be taken, as well as a link to call them back.

Important: When setting up, you must provide the number that will be used to return the call.

Image with a blue background, written Best CRMs on the market: a comparison to help you choose yours. In the image there is a computer with the Bitrix24 screen.

In either option for capturing leads over the phone, you need to have cloud telephony set up on your account.

2) Email
Many companies have a mailbox set up for their sales team, and advertise dominican republic telemarketing data through channels such as Google campaigns or their own website, for example.

Contact that comes through this email address can automatically create a lead for you!

Basically, Bitrix24 reads the title of the received email, the text and the sender, and registers this data in the CRM.

Using the tool, you can automatically distribute the lead to your support team.

However, be careful: we do not recommend that all sales emails be configured to generate leads, as this could duplicate contacts and result in a polluted database in your CRM. Choose a single email to centralize incoming leads.

3) Capture forms
Providing a form is one of the most efficient ways to capture leads. In Bitrix24.CRM, you can do this with just a few clicks and with high customization, not only in the layout, but in how this lead will be treated in your CRM.

With the CRM Forms feature embedded in your website—whether it’s built on Bitrix24.Sites or not—you can view the number of converted leads, their origin, choose which pipeline they fall into, who is responsible for them, etc.

You can insert forms on your website and landing pages for a wide range of purposes.

The platform also offers the option of capturing data progressively. For example, you ask for a name and email address in the first form. The lead enters the data, and in the next opportunity, as they progress through the journey with your company's content, they will no longer be asked for information previously provided.

This makes the forms shorter, which is an extra incentive for the lead to leave their details. Nowadays, no one wants to fill out so much information to gain access to the content provided by companies, so this strategy becomes very effective.

Extra: Bitrix24.Sites Forms + Landing Pages
Use Bitrix24’s website builder to quickly build and publish your landing pages. The form, also created in Bitrix24, will be inserted as a block, and you can customize the design to match the other elements of your landing page – without needing to know HTML and CSS!

To make your forms visible on landing pages built in other tools, simply choose the “external site” option when configuring the layout.

4) Chat
Most people prefer to contact the support team directly and have conversations in real time, without having to wait for a later response.

This option is not usually offered by CRMs in an integrated way. Therefore, the Bitrix24 chat lead capture strategy is very interesting.

By inserting chat icons on your website or landing pages, you enable this immediate contact and generate automatic leads from the conversations generated.

To communicate in real time with your customers, you can connect a live chat in Contact Center in three ways: on your public page, on your external website or on Bitrix24.Sites .

In the last two options you need to add a widget, but the tool operates in the same way.

The customer sends a message in the chat;
SDRs process the inquiry, and if the customer is not yet registered in the CRM, a lead or contact is created.