Workflow builder
Enterprise EliteBuild workflows that run on lead events like a new lead or a status change.
Travel CRM automation
Automate the busywork in your travel agency
Let the CRM do the repetitive work. Build workflows that run when a lead is created or its status changes, add ChatGPT and Google Sheets steps, connect n8n and Zapier, and check every run in the logs.
Enterprise EliteIncluded on Enterprise Elite. Compare plans
- No credit card needed
- Every feature unlocked in the trial
- Hindi and English support
WhenLead created · source is Facebook
ThenAssign to sales team
ThenChatGPT: summarise the enquiry
ThenAdd a row to Google Sheets
Last 30 days412 runs · 0.5% failed
Why it matters
Your team should sell trips, not copy data
Doing it by hand
- Copying leads into spreadsheets for reporting
- Forgetting to assign new enquiries quickly
- Typing the same follow-up message again and again
- Stitching tools together with no record of what ran
With TripClap automations
- Leads sent to Google Sheets automatically
- New leads assigned the moment they arrive
- Follow-up steps triggered by status changes
- Run logs and failure rate for every workflow
How it works
How automations work
- Step 1
Pick a trigger
Start a workflow on a lead event, such as a new lead or a status change.
- Step 2
Add steps
Add actions, including ChatGPT and Google Sheets steps.
- Step 3
Connect other tools
Push leads in from, or send events out to, n8n and Zapier.
- Step 4
Watch it run
See every run in the logs, with the failure rate, so nothing breaks silently.
What you get
Automation features
ChatGPT steps
Enterprise EliteSummarise enquiries or draft text with ChatGPT inside a workflow.
Google Sheets steps
Enterprise EliteSend lead data to Google Sheets for reporting or sharing.
n8n integration
Enterprise ElitePush leads in from n8n, or trigger n8n when a lead is created or its status changes.
Zapier integration
Enterprise EliteConnect TripClap CRM to thousands of apps through Zapier.
Run logs
Enterprise EliteEvery run recorded, with the failure rate, so you can fix problems quickly.
Build with the AI Assistant
Enterprise EliteDescribe what you want and let the AI Assistant set up the automation.
WhatsApp follow-ups
Enterprise EliteCombine automations with WhatsApp Business for timely follow-ups.
Lead integrations
Enterprise EliteUnlimited lead sources on Enterprise Elite feed your workflows.
Ideas
Automations that work well for travel agencies
Start small. Automate one repetitive task, check the run logs for a week, then add the next. These are good places to start:
1. Instant assignment of new leads
When a lead arrives from Facebook or your website, assign it to the right person immediately. Speed of first reply is one of the biggest drivers of travel bookings.
2. Lead summaries with ChatGPT
Long enquiry messages are easy to misread. A ChatGPT step can summarise the enquiry in one line, such as “Family of 4, Kerala, mid-December, budget-conscious, wants houseboat”, so your agent replies faster.
3. A live Google Sheet for owners
Send every new or matured lead to a Google Sheet that partners or owners can view without logging into the CRM.
4. Status-based follow-ups
When a lead moves to Follow Up, trigger the next step, such as a reminder, a WhatsApp template or a task, so no quote is forgotten.
5. Connect the rest of your stack
Use n8n or Zapier to connect tools TripClap doesn't integrate with directly, such as your accounting app, email marketing tool or a custom lead form.
Who uses it
Who gets the most from automation
Travel agencies
Assign and follow up on high volumes of ad leads without adding staff.
Travel CRM for agencies →Tour operators
Keep sales, operations and reporting in sync across a larger team.
Travel CRM for tour operators →DMCs
Route enquiries from agent partners and keep stakeholders updated automatically.
Travel CRM for DMCs →“Game-changer for our agency. Generating quotations and tracking leads is a breeze, with comprehensive reports on leads, bookings and payments.”
FAQ
Automation questions
Which plan includes automations?
Automations, n8n and Zapier are included on Enterprise Elite. The free trial runs on Enterprise Elite, so you can try them free for 7 days.
What can trigger an automation?
Workflows run on lead events, such as a new lead being created or a lead's status changing.
Can automations use ChatGPT?
Yes. Workflows can include ChatGPT steps, for example to summarise an enquiry.
Does TripClap CRM work with Zapier and n8n?
Yes, on Enterprise Elite. You can push leads into TripClap CRM from n8n or Zapier, or trigger them when a lead is created or its status changes.
How do I know an automation worked?
Every workflow has run logs and a failure rate, so you can see what ran and fix anything that failed.
Can the AI Assistant build automations for me?
Yes. On Enterprise Elite, describe what you want and the AI Assistant can create the automation.
Related features
Works together with
Let the CRM do the repetitive work
Your 7-day free trial runs on Enterprise Elite, so every feature is unlocked. No credit card needed.