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Sales & CRM

SALES & CRM

Sales & CRM Automation

Close deals faster with automated lead management. puq.ai connects your CRM, email, and communication tools to keep your pipeline flowing without manual effort.

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Automation Solutions

Explore ready-to-use automation workflows for Sales & CRM

Automated Lead Scoring & Routing

Score incoming leads based on demographics, behavior, and engagement data, then automatically route qualified leads to the right sales rep.

HubSpot Salesforce Slack Gmail

Workflow Steps

1. New lead enters CRM
2. Lead data analyzed and scored
3. Qualified leads flagged
4. Assigned to sales rep by territory
5. Rep notified via Slack and email

Deal Stage Progression Alerts

Monitor deal movements across pipeline stages and trigger notifications, task creation, and follow-up sequences based on stage changes.

Salesforce Slack Asana Gmail

Workflow Steps

1. Deal stage change detected
2. Stage-specific actions triggered
3. Follow-up task created
4. Manager notified of key deals
5. Activity logged in CRM

Proposal & Contract Automation

Generate proposals from deal data, send for e-signature, and automatically update the CRM when contracts are signed.

HubSpot PandaDoc Google Docs Slack

Workflow Steps

1. Deal reaches proposal stage
2. Proposal generated from template
3. Sent for client review and signature
4. Signed contract detected
5. CRM updated and team notified

Customer Win/Loss Analysis

Automatically collect feedback when deals close (won or lost), compile insights into reports, and share learnings with the sales team.

Salesforce Typeform Google Sheets Slack

Workflow Steps

1. Deal closed (won or lost)
2. Feedback survey sent to stakeholders
3. Responses collected and analyzed
4. Insights added to report
5. Summary shared with sales team

Explore Other Industries

Discover automation workflows for more industries

Marketing & Growth

Customer Support

E-commerce & Retail

Human Resources

Questions & Answers

puq.ai is a powerful workflow automation platform that helps you connect apps and automate repetitive tasks without coding.
puq.ai uses a visual workflow builder where you can add actions to create automated workflows between your favorite apps and services.
puq.ai supports 500+ popular apps and services including Slack, Gmail, Google Sheets, Trello, Shopify, and many more.
Yes, puq.ai uses enterprise-grade security with encrypted connections and follows industry best practices for data protection.
No coding required! puq.ai is designed to be user-friendly with a visual interface that anyone can use.
Yes, you can schedule workflows to run at specific times, intervals, or based on triggers from your connected apps.
Yes, you can start with a free trial to explore puq.ai features and see how it can help automate your workflows.
We offer comprehensive support through documentation, tutorials, and our customer support team to help you succeed.

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