Salesforce Contact Enrichment Agent
This agent enriches new Salesforce contacts with additional company information.
Rudy GulgowskiToday at 10:10am
When I get a new contact in Salesforce, please look up their company information and update it with job title and revenue.
Salesforce Contact Enrichment AgentToday at 10:11am
Sure! I'll look up the company information for new contacts in Salesforce and update their job title and revenue accordingly.
行動を実行中...
Salesforce Contact Enricher
This agent enriches new Salesforce contacts with additional company information.
Why you should use the Salesforce Contact Enrichment Agent template:
Enhance your Salesforce contacts effortlessly with this automated template. By gathering essential company details like job title, industry, and revenue, it saves you time and ensures your contact database is comprehensive and up-to-date.
How the template works:
This template uses an AI assistant to enrich new contacts in Salesforce with additional company information. When a new contact is added, the assistant:
Retrieves the email address and business name of the new contact.
Searches online for the company's information.
Collects details such as job title, industry, state/region, city, country, number of employees, and annual revenue.
Updates the Salesforce contact with the gathered information.
This process helps you maintain a rich and informative contact database, improving your outreach and engagement efforts.
機能
These capabilities can be customized to best fit your needs.
HubSpot Contact Enrichment Workflow
Need help or more inspiration? Check out our Agents help docs および feature guide.
関連テンプレート
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Please draft outreach emails for the contacts in my spreadsheet.
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Got it! I'll create personalized outreach emails for each contact based on the information in your spreadsheet.
行動を実行中...
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Cedric Strosin
Check for new applicant emails for sales roles and categorize them accordingly.
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Sure! I'll check for new applicant emails for sales roles and categorize them as 'Good Fit' or 'Not a Fit' based on their qualifications and location.
行動を実行中...
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Lucas Auer
Generate a sales email for https://zapier.com/.
自動化された営業見込み客向けEメール
わかりました！その会社を調べて営業メールを作成します。
ツールを実行中...
Looking up https://zapier.com
自動化された営業見込み客向けEメール
このエージェントは、ウェブサイトから情報を自動取得してパーソナライズされた営業メールを作成します。