Triggers on stage change, score threshold, inactivity, new lead, won and lost
Sales CRM · Sales Force Automation
Activity Automation
Rules engine for the repetitive work
app.quipcom.ai
In detail
What Activity Automation does
Part of Sales Force Automation in QuipCRM — Sales CRM. Repeatable execution for teams that have moved past manual lead handling — sequences, territories, quotas, proposals and on-ground field work.
Actions create tasks, send email, assign owner, change priority, tag or notify
Rules can be enabled, disabled and edited without a developer
Where it fits
Repeatable execution, from sequences to field visits
Activity Automation is 6 of 9 modules in this area. Each one works on the same record.
The Sales CRM workflow, end to end
Activity Automation supports this flow alongside the other Sales CRM modules.
- 01
Capture
Leads arrive from website forms, WhatsApp, email, campaigns or manual entry. QuipAI scores each one on arrival, so the queue is ordered before anyone opens it.
- 02
Engage
Multi-channel sequences and templates work the lead across email and WhatsApp. Every reply lands back on the record, and follow-up rules make sure nothing goes quiet.
- 03
Manage
Deals move through eight stages on a visual pipeline. Weighted value recalculates as they move, and high-value negotiations route to a manager for approval.
- 04
Close & learn
QuipAI flags the deals about to slip and the process problems behind the losses. Win/loss analysis turns each closed quarter into something the next one can use.
Who uses it
Who works with Activity Automation
Sales Admin
Imports, exports, bulk operations, templates, scoring setup and data maintenance.
- CSV import with mapping, preview and validation
- Bulk updates without raising a support ticket
- Templates, rules and connectors in one place
Bring one real pipeline.
We’ll map your stages, lead sources and follow-up rules live in a 30–45 minute call.