工作流程如何運行
01
連接
連接 Pipedrive,並選擇 SalesMind AI 應監聽的紀錄、欄位或觸發條件。
02
路由
潛在客戶、資料豐富與活動訊號會自動流向正確的負責人、階段與工作流程。
03
營運
您的團隊在一個協調一致的營運流程中工作,不必再手動拼接資料。
信任訊號
類別
CRM營運能力
✓
One-Click Deal CreationInstantly create new deals in Pipedrive from LinkedIn leads.
✓
Enrich Pipedrive Contacts with Verified DataAdd verified email and phone details directly to Pipedrive contacts.
✓
Campaign Sync in SecondsPush captured leads from SalesMind campaigns straight into Pipedrive.
✓
Pipeline Updates in Real TimeKeep deals and contacts synced automatically without manual updates.
✓
Browser-Based, No Workflow InterruptionsRuns seamlessly inside Chrome—fast, simple, and friction-free.