Sales Pipelines

Last updated: 3 June 2026

Using automation rules and triggers, you can automate the process of guiding a customer through the sales pipeline.

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The ability to set up an automated sales pipeline depends on your company’s business processes—not all processes can be automated.

For more information on creating and configuring a pipeline, see the Bitrix24 documentation. helpdesk.bitrix24.com

How to create a pipeline

1. Go to CRM → Deals → Default pipeline → Sales pipelines and tunnels.

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   The name of the selected pipeline is displayed in the interface—instead of Default pipeline, you may see a different name.

2. Click Add pipeline at the bottom of the page.

3. Enter the pipeline name.

4. Add pipeline stages that correspond to your business processes. You can add a new stage by clicking on the right side of any stage.

5. (Optional) To edit the pipeline name, click on the right side of any stage.

6. (Optional) To change the pipeline color, click → on the right side of any stage.

7. (Optional) Set up tunnels between stages of different pipelines by clicking in the center of a stage.

8. Click Configure automation rules under the pipeline name to add automation rules and triggers.

9. Click Add below the stage where you want to create an automation rule, according to your business process.

10. Click and select Bitrix2424 automation rules to display only automation ruless in the list.

11. Find the automation rule that matches your business process for the selected stage.

12. Click Add to add the selected automation rule.

13. Configure the automation rule and click Save.

14. Triggers are added to pipeline stages in the same way. To display the list of triggers in the filter, select Triggers in Bitrix24.

For more information about automation tools, refer to the Bitrix24 documentation. helpdesk.bitrix24.com helpdesk.bitrix24.com