If you’re tired of chasing down your sales team for activity updates or sick of cleaning up messy CRM data, you’re not alone. Salespeople hate logging calls and emails. Managers hate nagging them for updates. And leadership hates not knowing what’s actually happening in the pipeline. If you use Boostup, there’s good news: most of this grunt work can be automated, freeing your team to actually sell (not play data entry clerk).
This guide is for busy sales leaders, ops folks, and anyone who owns the CRM mess but doesn’t have time for handholding. We’ll cover how to get Boostup set up for automatic activity tracking, what to watch out for, and the stuff people tend to overcomplicate (that you can skip).
Why Automate Sales Activity Tracking Anyway?
Before we jump into the how, let’s address the “why.” Here’s the honest truth:
- Manual tracking is a waste of time. No matter how well-meaning your reps are, nobody enjoys logging every call and email. It’s a tax on selling time.
- Your data is probably wrong. If you rely on people to fill in the blanks, your CRM data will always be patchy. That means your forecasts are probably off too.
- Automated tracking, when it works, is a lifesaver. But just bolting on automation isn’t a magic bullet. You need to set it up right, keep it simple, and sanity-check what’s coming in.
If you’re here, you already know you need this. So let’s get to it.
Step 1: Get Your Foundations Right (Don’t Skip This)
Before you plug Boostup into your sales stack, do a quick gut check:
- Is your sales process mapped out? If you don’t know what activities matter (calls, meetings, emails, LinkedIn messages, etc.), automation will just dump more noise into your CRM.
- Are your reps using company email/calendar? If reps are doing deals from personal Gmail or texting clients from their personal phones, activity tracking will be spotty.
- Do you have buy-in? Reps need to know that automation is there to help, not to micromanage.
Pro Tip: If your CRM is already a dumpster fire, pause and clean up your pipeline stages, contact data, and opportunity fields first. Automation makes bad data problems worse, not better.
Step 2: Connect Your Tools to Boostup
Here’s where Boostup does the heavy lifting—if you set it up right. To automate activity capture, Boostup will need to connect to the systems your team actually uses, like:
- Email and Calendar: Usually Google Workspace or Office 365.
- CRM: Salesforce, HubSpot, Microsoft Dynamics, etc.
- Conferencing Tools: Zoom, Teams, Google Meet (for meeting tracking).
- Phone/VoIP: If you want calls logged, Boostup may need access to your dialer.
How to hook things up:
- Admin Access: Make sure you or your IT team have admin rights to the tools you want to connect. You’ll need these to authorize Boostup.
- In Boostup: Go to the integrations section. You’ll see options for connecting email, calendar, and CRM. Follow the prompts.
- OAuth Permissions: Expect some “allow access” pop-ups. Don’t gloss over these—read what Boostup is asking for. If your security team gets twitchy, get them involved early.
- Test Connections: Once connected, send a test email or create a test meeting. Check if it shows up in Boostup within a few minutes.
Heads Up: - If your team uses multiple email domains (e.g., @company.com and @subsidiary.com), make sure you connect them all. - Some companies lock down Google/Office 365 APIs by default. IT may need to whitelist Boostup.
Step 3: Decide What You Actually Want to Track
Just because Boostup can log everything, doesn’t mean you should. More isn’t better—relevant is better.
Common activities to track: - Email sends/opens/replies - Meetings scheduled and completed - Phone calls (if integrated) - Deal updates in CRM - Notes or tasks (optional, but often noise)
Things to ignore (for most teams): - Internal chatter (don’t clog your system with emails between reps) - Automated calendar invites or “out of office” replies - Marketing drip emails (track sales activity, not newsletter clicks)
How to configure: - In Boostup, look for “Activity Settings” or similar. Here, you can toggle on/off which activities to sync. - Set up rules for which contacts/domains to include (e.g., only log emails to @customer.com, not @company.com). - Decide if you want to track “touches” (any activity) or only “meaningful” activities (actual sales conversations).
Pro Tip: Start simple. You can always add more later. Tracking too much creates noise and makes reporting useless.
Step 4: Map Activities to CRM Fields (So It’s Actually Useful)
Automating activity tracking is pointless if your CRM ends up with the wrong data in the wrong places. This step is often skipped, and it’s why people complain about “junk data.”
- Check your CRM fields: Make sure there are clear fields for calls, meetings, emails, and notes.
- In Boostup, map activity types: When you configure the integration, Boostup will ask where to put each type of activity in your CRM.
- Example: “Meetings” go to the “Events” object in Salesforce. “Emails” go to “Activity History.”
- Set up deduplication: Sometimes, the same meeting or email can get logged twice (especially if people CC each other or invite multiple reps). Boostup has settings to handle this—use them.
- Test, test, test: Run a few dummy activities. Make sure they end up in the right place. Fix mapping issues before unleashing this on your whole team.
What not to do: - Don’t try to log every field or custom object. Stick to what’s actionable. - Don’t let Boostup create new fields in your CRM unless you truly need them (adding more fields usually creates more confusion).
Step 5: Roll It Out (and Set Expectations)
You’ve connected everything and mapped your activities. Now comes the human part.
- Tell your team what’s changing. Be clear: activity logging is now automated. Manual updates should be minimal.
- Show them what’s captured. A quick screen share goes a long way. Reps will want to know what’s visible (and what’s not).
- Set new expectations: If Boostup logs meetings automatically, there’s no excuse for pipeline gaps. But also, don’t expect 100% capture—stuff will slip through.
- Keep an eye out for edge cases: Some emails or calls might not get logged (e.g., if a rep uses a personal device, or the customer isn’t in your CRM yet).
- Get feedback early: If reps find issues—like activities missing or junk data flooding in—address it fast.
Pro Tip: Don’t try to “catch” reps with gotcha reports. The goal here is to save everyone time and get honest data, not to play Big Brother.
Step 6: Monitor, Adjust, and Don’t Overthink It
Automation isn’t “set and forget.” Here’s how to keep it working:
- Sanity check reports weekly: Glance at recent activities. Are they showing up as expected? Any weird duplicates?
- Spot-check deals: If a big deal shows zero activity, dig in. Is the automation missing something, or is the deal really dead?
- Adjust as you go: Maybe you realize you’re capturing too much noise, or missing a key touchpoint. Tweak your settings—don’t be afraid to change things.
- Keep IT in the loop: App permissions and integrations can break (thanks, Microsoft and Google). If activities stop syncing, check your integrations first.
What works: - Automating routine stuff like call, email, and meeting logging saves hours a week, per rep. - Clean activity data gives you real pipeline visibility.
What doesn’t: - Trying to automate everything. Some activities (like “coffee catch-ups” or off-platform chats) won’t ever be 100% trackable. - Relying on automation for coaching. You still need to listen to calls or read emails if you want quality insights, not just quantity.
Wrapping Up: Keep It Simple, Tweak as Needed
Automating sales activity tracking in Boostup is mostly about setting up the right connections, agreeing on what matters, and not overcomplicating things. Start small, keep the process transparent, and don’t expect perfection. The real win is freeing your reps to focus on selling—and finally getting trustworthy data without nagging.
If your setup gets messy, don’t be afraid to turn things off and start again. Iterate until it works for your team, not some “best practice” you read online. Clean, simple, and honest beats fancy and complicated every time.