How to get a Bitrix24 lead from every call, and stop getting empty leads
Sado AI team · · 4 min read
In short
To turn every call into a Bitrix24 lead, link your telephony to the CRM: a call from an unknown number then creates a lead or deal and assigns an owner. But that lead is usually empty: just a number. To make it useful, ask the same four or five questions on every call (name, need, timing, how they found you) and put the answers into fields. Give missed and night calls a lead too. An AI operator does this during the call; Bitrix24 gets the recording, transcript and lead.
Which calls end up without a lead
- Missed calls: the customer waited, hung up, and nobody called back.
- After-hours calls: by morning nobody remembers them.
- Calls on a manager’s personal mobile: they never reach the CRM at all.
- Short “how much is it?” calls: the manager doesn’t take them seriously and skips the lead. Yet these are often the people who buy later.
Each of these calls is advertising you paid for. Without a lead, you can’t even tell which channel works.
What a good lead contains
For example, for a company that fits plastic windows:
| Field | Example | Why |
|---|---|---|
| Name | Jasur | Greet the customer by name on the next call |
| Need | 3 windows, with a balcony | The manager doesn’t ask again |
| Where | Yunusabad | Send the measurer and estimate the price |
| When | This month | Know whom to call first |
| Source | See which ads work | |
| Next step | Saturday 10:00, measuring | Nothing gets forgotten |
How to set up Bitrix24
- In the telephony settings, turn on lead creation for calls from unknown numbers. If Bitrix24 is in simple mode, a deal is created instead of a lead.
- Check that a missed call also creates a lead and gets a “call back” task.
- Set the owner rule: in turn or by product line. A lead without an owner is a lost lead.
- Add the fields from the table to the lead form. Where you can, make them drop-down lists: “Instagram”, “Website”, “Referral”.
- Turn on duplicate control: a call from an existing customer is linked to their contact instead of opening a new lead.
- After a week, compare the number of calls with the number of leads created. If the gap is large, find out which calls fall through.
When an AI operator fills in the lead
When the manager is busy or it’s night, nobody fills in the fields. Sado’s operator answers the call itself, asks your questions and records the answers. The call goes like this:
Sado: Assalomu alaykum, Nur Deraza, this is Malika.
Caller: Hello. How much are plastic windows?
Sado: It depends on the size. How many windows do you need, and is there a balcony?
Caller: Three, with a balcony. I’m in Yunusabad.
Sado: All right. Our measurer comes for free and measures everything. Does Saturday at ten in the morning suit you?
Caller: Yes. My name is Jasur.
Sado: Thank you, Jasur, you’re booked for Saturday at ten. We’ll remind you on Friday.
After the call, Bitrix24 gets a call card with the recording and full transcript, and a lead or deal is created for the new customer, with the name, need, district and measuring time. More: Bitrix24 AI calling and an AI operator for incoming calls.
The other direction: calling a website lead
Leads also come from website forms and Instagram, not just calls. With Bitrix24 connected, as soon as a lead reaches the stage you choose, the operator calls the customer right away, finds out what they need and writes the result into that lead. More: AI outbound calls and CRM call logging. Try it live or call 78 778 01 23.
Questions
Does Bitrix24 create a lead from a call by itself?
With telephony connected, yes: there is a setting that creates a lead or deal for a call from an unknown number. But it holds only the number and the recording; someone still has to write down what the customer asked.
If an existing customer calls, is a new lead created?
That depends on your settings. Turn on duplicate control so a repeat customer’s call is linked to their contact or to a new deal.
Which Bitrix24 fields does the AI operator fill in?
The answers to your questions: for example name, need, timing and budget. Which answer goes into which field is agreed with our team when connecting.
What should we do with missed calls?
Give them a lead too, with a task to call back within the hour. With an AI operator, calls don’t go unanswered: it takes more than ten calls at the same time, with no queue.