Setting Up Automatic Lead Deletion in Bitrix24

In Bitrix24, you can set up automatic deletion of leads created from missed calls using business processes or third-party applications, since standard settings cannot completely disable this function.

Table of Contents

• Main Approaches to the Solution
• Setting Up Business Processes for Lead Deletion
• Using Third-Party Applications
• Settings Through CRM - Other - Other Settings
• Step-by-Step Guide to Creating a Business Process
• Alternative Solutions
• Optimization Recommendations

Main Approaches to the Solution

For automatically deleting leads created from missed calls in Bitrix24, there are several approaches:

1. Business processes - the most flexible and controllable solution
2. Third-party applications from the Bitrix24 marketplace
3. Custom settings in the CRM - Other settings section

The key problem is that standard settings do not allow completely disabling lead creation from missed calls, so additional automation is required to delete them.

Setting Up Business Processes for Lead Deletion

Business processes are the primary tool for automating the deletion of leads created from missed calls. To set this up, you’ll need to follow these steps:

Creating a Business Process Template

1. Go to CRM - Settings - Business Processes
2. Click “Add Template” and select “Automatically”
3. Select the “Lead” entity and set the trigger conditions

Setting Up Trigger Conditions

To identify leads created from missed calls, use the following conditions:

Lead Source = "Telephony" 
AND 
Call Status = "Missed" 
AND 
Phone Number in Blacklist = "No"

Setting Up Deletion Action

1. In the “Actions” block, add the “Delete Item” element
2. Set conditions to exclude important leads
3. Set a delay before deletion (e.g., 24 hours) to allow for manual recovery

Important: Before setting up the business process, it’s recommended to create a data backup or test on a test portal.

Using Third-Party Applications

In the Bitrix24 marketplace, there are applications that can help automate the deletion of leads from missed calls:

“Missed Call Control” Application

• Developer: LOG [IN] OFF Automation Lab
• Functionality: automatic deletion of leads based on specified criteria
• Available permissions: full access to leads, contacts, companies

“Missed Calls - Notifications” Application

• Developer: Aventra
• Allows setting up automatic actions with leads
• Supports complex filtering conditions

“Chat Bot Notifying About Missed Calls” Application

• Developer: Stockwell
• Integrates with business processes for automatic deletion
• Provides extended configuration options

Settings Through CRM - Other - Other Settings

In the CRM - More - Settings - Other - Other Settings section, you can find several relevant options:

Disabling Duplicate Leads

Although this doesn’t completely solve the problem, it helps reduce the number of leads being created:

CRM → Settings → More → Other Settings
→ Disable creation of duplicate leads

Lead Processing Settings

• Automatically close deals when converting leads
• Save tasks when deleting CRM elements

These settings help better control the lifecycle of leads.

Step-by-Step Guide to Creating a Business Process

Step 1: Creating a Template

1. Navigate: CRM → Settings → Business Processes
2. Click “Add Template”
3. Select “Automatically”
4. Select the “Lead” entity
5. Click “Next”

Step 2: Setting Up Conditions

1. In the “If” block, set the conditions:
   [Lead Source] = [Telephony]
   AND
   [Comment] contains [Missed call]
   

2. For more precise identification, you can add:
   [Title] contains [Missed]
   OR
   [Title] contains [Missed call]
   

Step 3: Setting Up Actions

1. Add the “Actions” block
2. Inside the block, add the “Delete Item” element
3. Set a delay before deletion:
   Delay = 24 hours
   

Step 4: Testing and Activation

1. Save the business process template
2. Test with real data
3. Activate the business process
4. Set up notifications for monitoring

Alternative Solutions

Using Lead Work Scenarios

In Bitrix24, you can set up two lead work scenarios:

1. Standard scenario - for important leads
2. Automatic scenario - for deleting leads from missed calls

Integration with External Systems

Applications from UniTalk allow:

• Setting up automatic addition of numbers to the call list
• Automatic removal of numbers from the call list
• Integration with telephone systems

Setting Up Access Rights

Restricting delete access to leads for specific users can help prevent accidental deletion of important data.

Optimization Recommendations

Safe Deletion

1. Use a delay before deleting leads (24-48 hours)
2. Set up backup of important data
3. Restrict access to automatic deletion to administrators only

Monitoring and Analytics

1. Set up notifications for business process triggers
2. Analyze statistics on deleted leads
3. Regularly check the correctness of automation

Business Process Optimization

1. Group similar conditions into logical blocks
2. Use comments to describe the working logic
3. Regularly update business processes when requirements change

Sources

1. Missed Call Control application by LOG [IN] OFF Automation Lab
2. CRM: Other Settings - Bitrix24 Helpdesk
3. Missed Calls - Notifications application by Aventra
4. Setting up leads in Bitrix24 - Integrator.Digital
5. Automatic detection of repeat sales in leads in Bitrix24 — vc.ru
6. Missed calls in Bitrix24 in 2025: setup guide - b24.org.ru
7. How to automatically make calls to clients from Bitrix24 - UniTalk
8. Duplicate leads and deals - Bitrix24 Helpdesk
9. Chat bot notifying about missed calls application by Stockwell
10. Setting up 2 lead work scenarios in CRM Bitrix 24 - SaltPro.ru

Conclusion

For automatically deleting leads created from missed calls in Bitrix24, it’s recommended to use business processes, as this provides maximum control and flexibility in configuration. The main solutions include:

1. Setting up automatic business processes with a condition to search for leads by the “missed call” attribute
2. Using third-party applications from the marketplace for extended functionality
3. Combining approaches with additional settings in CRM - Other - Other Settings

It’s important to test solutions on a test portal before implementation and regularly monitor the automation’s performance to ensure correct lead processing.