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Iván Pintor
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Automation

Sales pipeline with monthly recurrence

Traceable sales follow-up with no manual intervention, built with a guard field pattern and a monthly recurrence loop.

Tools

  • Bitrix24
  • CRM automations

Illustrated with fictitious data. Real project. Screenshots and examples use fictitious data: no client data or business figures are shown.

  1. Situation

    Sales follow-up was scattered, with no traceability of opportunities or of monthly recurring business.

  2. Solution

    An automated pipeline in the CRM with a guard field pattern, which controls when each automation is allowed to run, and a monthly recurrence loop for periodic follow-up.

  3. Result

    Traceable sales follow-up with no manual intervention.

How it works

  1. New opportunity

  2. Guard field

    Decides whether the automation should act on the record.

  3. Moves through the pipeline

  4. Monthly recurrence loop

    Periodic follow-up is scheduled automatically every month.