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Automated Action Pipeline

Respond to customers and update your CRM without lifting a finger.

Action Rules & Behaviors

Actions turn data into results. Once Sprevi has analyzed a lead and extracted the key facts, it can automatically trigger follow-up actions — scheduling replies, alerting your team via WhatsApp, or pushing structured data like budget, location, and start date directly into Google Sheets or your CRM.

Automation Rules
+ Add Rule
Quote auto-reply
enquiryType equals Quote
Queue reply after 30 min
on
Log job details to Google Sheet
enquiryType equals Booking
{{location}} {{budget}} {{start_date}} {{sender_name}}
📊 Append row to Sheet
on
WhatsApp alert — high-value lead
enquiryType equals Long · sender has active booking (from Bookings app)
Notify via WhatsApp immediately
on
Awaiting reply follow-up
reply_status awaiting reply 48 hrs
Queue follow-up template
on
Hi {{first_name}}, just following up on your {{enquiryType}} enquiry for {{location}} — did you have a budget of around {{budget}} in mind?

Core Actions

  • schedule_send
    Schedule Template Reply Queue a personalized response to be sent after a set delay.
  • notifications_active
    Multi-Channel Notifications Instantly alert your team via WhatsApp or SMS when a high-value lead arrives.
  • api
    Cross-App API Calls Push data to HubSpot, your custom CRM, or any third-party app.

System Behaviors

Beyond custom rules, Sprevi includes intelligent system behaviors like automated spam filtering and a sophisticated follow-up queue — plus purpose-built action types like Archive superseded enquiry, which automatically cleans up duplicate short-form enquiries when a full version arrives from the same sender.

Automation Highlight
"If a Tier 1 lead remains 'Awaiting Reply' for more than 48 hours, the system can automatically send a polite follow-up template."