Enterprise Sales Contact Follow-Up Agent (agente de seguimiento de contactos de ventas de empresa)

Este agente identifica los contactos de empresa con quienes no has contactado recientemente, los registra en una tabla de seguimiento y crea tareas de seguimiento.

RP

Roosevelt PagacToday at 10:10am

Todos los lunes, extrae mis contactos de empresa de HubSpot y programa tareas de seguimiento para cualquiera que no hayamos contactado en los últimos 10 días.

Enterprise Sales Contact Follow-Up Agent (agente de seguimiento de contactos de ventas de empresa)Today at 10:11am

¡Entendido! Voy a buscar tus contactos, filtrar a aquellos a los que has contactado recientemente, registrar el resto en nuestra tabla de seguimiento y crear tareas en Asana para los tres seguimientos principales.

Ejecutando comportamiento…

TableCLIAPIAsanaCLIAPI

Programación de seguimientos de empresa

Why you should use the Enterprise Sales Contact Follow-Up Agent (agente de seguimiento de contactos de ventas de empresa) 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:

  1. On a recurring schedule, the agent retrieves your enterprise contacts from the specified data source.

  2. It filters out any contacts whose last activity or outreach was fewer than 10 days ago.

  3. 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.

  4. It creates a new record in your tracking table with these details.

  5. 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.

Capacidades

These capabilities can be customized to best fit your needs.

TableCLIAPIAsanaCLIAPIScheduleCLIAPI

Enterprise Sales Contact Follow-Up Agent (agente de seguimiento de contactos de ventas de empresa)

Need help or more inspiration? Check out our Agents help docs y feature guide.

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