Salesforce Activities in Quip

Log calls, set up tasks, and schedule events from a Quip document. Get credit for your activity in the same place that you take notes, track your progress, and collaborate on your Account Plans.

Required Editions

Available in: Lightning Experience

Note Looking for Sales Account Plans or Trade Promotion Management (TPM) account plans? See Sales Account Plans or Review Your Sales Targets with TPM Account Plans.

Log Activity modal with Log a Call, New Task, and New Event options

Take notes during an important customer meeting and easily log the call, create follow-up tasks, and schedule an upcoming meeting, all without leaving your Quip document. Activities logged from Quip appear in the related record’s Activity Timeline.

Log a Call, Schedule a Task, and Add an Event from Quip
Use the Log a Call, New Task, and New Event Salesforce activities on standard and custom objects without leaving your document.
Considerations for Salesforce Activities in Quip
As you log your Salesforce activities from Quip, keep in mind these considerations.