大企業営業連絡先フォローアップエージェント
このエージェントは、最近連絡していない大企業の連絡先を特定し、追跡テーブルに記録し、フォローアップタスクを作成します。
Doyle HomenickToday at 10:10am
毎週月曜、HubSpotから大企業の連絡先を取得し、過去10日以内に連絡していない人用のフォローアップタスクを設定してください。
大企業営業連絡先フォローアップエージェントToday at 10:11am
了解です!連絡先を取得し、最近連絡した人を除外し、残りを追跡テーブルに記録、そして上位3件をフォローアップするためのAsanaタスクを作成します。
行動を実行中...
大企業のフォローアップをスケジューリング
Why you should use the 大企業営業連絡先フォローアップエージェント 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.
機能
These capabilities can be customized to best fit your needs.
大企業営業連絡先フォローアップエージェント
Need help or more inspiration? Check out our Agents help docs および feature guide.
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