Enterprise Sales Contact Follow-Up Agent
This agent identifies enterprise contacts not contacted recently, logs them in a tracking table, and creates follow-up tasks.
Lonnie MaggioToday at 10:10am
Every Monday, pull my enterprise contacts from HubSpot and set up follow-up tasks for anyone not contacted in the last 10 days.
Enterprise Sales Contact Follow-Up AgentToday at 10:11am
Got it! I’ll fetch your contacts, filter out those you’ve reached out to recently, log the rest in our tracking table, and create Asana tasks for the top three follow-ups.
Running behavior...
Schedule enterprise follow-ups
Why you should use the Enterprise Sales Contact Follow-Up Agent template:
Keep your sales pipeline active by automatically finding contacts that need attention and scheduling follow-ups. This template saves you time by handling data retrieval, filtering, and task creation in one workflow.
How the template works:
On a recurring schedule, the agent retrieves your enterprise contacts from the specified data source.
It filters out any contacts whose last activity or outreach was fewer than 10 days ago.
For each remaining contact, it extracts key details (name, email, position, last activity date) and calculates a next follow-up date at least 24 hours later.
It creates a new record in your tracking table with these details.
From the tracked contacts, it selects the three most urgent follow-ups and creates tasks in your project management tool with the contact’s name, due date, assignee, and a summary of last activity.
Capabilities
These capabilities can be customized to best fit your needs.
Enterprise Sales Contact Follow-Up Agent
Need help or more inspiration? Check out our Agents help docs and feature guide.
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