Trigger personalized SMS messages automatically when deals advance, leads arrive, or payments are due. Configure once — runs 24/7 without manual effort.
Connect SMS to any CRM event. Here are the most common triggers your team will use every day.
Fire an SMS the moment a deal moves to a new pipeline stage. An instant confirmation when a quote's approved, a contract's signed, or a project hits the delivery stage — your customer knows before they can even wonder. Honestly, this single trigger eliminates more manual follow-up calls than anything else we've seen. Pair it with your custom sender ID so every message carries your brand name instead of a random number.
Every second counts. Configure an automation rule to send a welcome SMS the instant a lead's created in Bitrix24 — whether from a web form, Facebook Lead Ad, or manual entry. Here's the thing: the first vendor to respond wins, almost every time. Studies show a 5-minute response time is 21× better than 30 minutes, and SMS gets you there in under 10 seconds. Use the {name} variable to personalize the greeting automatically.
Date-triggered rules let you schedule payment reminders without any manual work. Set one to fire 3 days before the invoice due date, on the due date, and 2 days after — each with a different message tone. SMS reminders have a 98% open rate compared to under 20% for email. That's not a small gap. Your billing cycle runs on autopilot while your team focuses on deals, not chasing invoices.
Reduce no-shows by sending automated reminders 24 hours and 1 hour before scheduled meetings. Link the automation to your Bitrix24 calendar activity or a date custom field in your deal. The message can include the time, address, or even a Google Maps link. No, seriously — companies using SMS reminders report up to 70% fewer missed appointments compared to phone call reminders alone. That's a real number from real operations.
Keep customers in the loop at every step of their order journey. When a deal moves to "In Production," "Ready to Ship," or "Delivered," trigger a custom SMS with the relevant status. Include order numbers using the {deal_id} variable so customers can reference it in support queries. Our users report it cuts inbound support calls by 30–40% — because customers don't need to ask when they already know.
Trigger a satisfaction SMS 3 days after a deal closes as "Won." Ask for a quick rating or invite the customer to leave a review. Automated follow-ups feel personal when they arrive promptly and use the customer's name. From our experience, this single step drives more positive reviews than any email sequence — because people actually read it. Set it once, collect reviews indefinitely.
Five steps from zero to fully automated SMS — no technical skills needed.
Find SendSMS in the official Bitrix24 app marketplace and install it with one click. Your account gets €1 free credit immediately — enough to test your automation rules right away. No credit card required.
Navigate to your CRM pipeline (Deals, Leads, or Contacts), then open the Automation Rules panel. Bitrix24 displays a visual workflow editor where you can attach actions to each pipeline stage. Click "Add Rule" at any stage where you want an SMS trigger.
From the action list, choose the SMS action and select SendSMS as the provider. This connects your rule to your SendSMS account balance and delivery infrastructure. You'll see the SendSMS configuration panel with all template and sender options.
Type your SMS message in the template field. Use curly-brace variables like {name} or {company} to personalize each message. You can preview how the message will look with sample data before saving. Set your custom sender ID so recipients see your brand name.
Save the automation rule. Move a test deal to the trigger stage — your SMS fires within 2-3 seconds. That's it. Check the SMS History tab in SendSMS to confirm delivery status. From this point on, every qualifying CRM event triggers the message automatically, 24/7, with zero manual work from your team.
The numbers behind why automation outperforms manual outreach at scale.
98%. SMS messages are read within 3 minutes on average. No inbox competition, no spam filters, no missed notifications buried in a crowded thread. We've seen teams cut their "did you get my message?" follow-ups to near zero after switching to SMS automation.
Your customers see your message almost instantly. That's the whole point. Time-sensitive notifications like payment reminders and appointment confirmations land when they matter most — not the next morning buried under 47 other emails.
Configure the rule once. Done. Whether you're handling 10 deals a week or 10,000, the automation scales with zero additional effort from your team — no extra headcount, no extra process, nothing to maintain. Long story short: set it up in 5 minutes, save hours every week forever.
Install SendSMS, configure your first automation rule in 5 minutes, get €1 free credit.
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