Agente de acompanhamento de contatos de vendas corporativas
Este agente identifica contatos corporativos que não foram contatados recentemente, registra-os em uma tabela de acompanhamento e cria tarefas de acompanhamento.
Dave GusikowskiToday at 10:10am
Toda segunda-feira, extraia meus contatos de empresa do HubSpot e crie tarefas de acompanhamento para qualquer pessoa que não tenha sido contatada nos últimos 10 dias.
Agente de acompanhamento de contatos de vendas corporativasToday at 10:11am
Entendi! Vou buscar seus contatos, filtrar aqueles com quem você entrou em contato recentemente, registrar o restante em nossa tabela de acompanhamento e criar tarefas no Asana para os três principais acompanhamentos.
Comportamento em andamento...
Agende o agendamento de acompanhamentos corporativos
Why you should use the Agente de acompanhamento de contatos de vendas corporativas 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.
Capacidades
These capabilities can be customized to best fit your needs.
Agente de acompanhamento de contatos de vendas corporativas
Need help or more inspiration? Check out our Agents help docs e feature guide.
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