Lead enrichment
Paste a list of companies, research each one with Teable AI, and score it against your ideal customer before the best go to HubSpot.
El resultado
You paste in company names, each one is researched and scored for you, and the best leads land in HubSpot.
Mírala en acción
La propia plantilla, con sus registros de ejemplo. Explórala antes de usarla.
Qué hay dentro
Todo lo de abajo viene funcionando, con registros de ejemplo, listo para que lo adaptes.
3 tablas
- Settings
8 campos
- Team
3 campos
- Companies
22 campos
1 automatización
- Send to HubSpot
Cuando un registro de Companies cumple las condiciones
2 aplicaciones
- Leads
Una aplicación sobre las tablas
- Playbook
Una aplicación sobre las tablas
Conexiones
No necesita cuentas externas.
Sobre esta plantilla
En palabras de Jocky.
Qué hay dentro
- Companies: website, industry, size, city, summary, and source
- Company research (AI): turns the notes Teable AI gathers into clean details, and says when it isn't sure
- Fit score (AI): scores each company against your ideal customer and says why
- Send to HubSpot (automation): pushes verified, high-scoring companies to your CRM
- Leads (app): paste a list, review, and send
Get started
- Describe your ideal customer. The score uses it for every row.
- Paste your list. Company names or websites.
- Research them with Teable AI. One sentence fills in each company.
Connect after you install. Grant your HubSpot as HUBSPOT to the Leads app and to the Send to HubSpot automation. Only companies are sent, never people.
Playbook. The first thing in the project walks you through every step, including connecting your accounts, and ticks them off as you go. Delete it once you're done.
Sign-in. Your team signs in with Teable or a one-time code sent to their email.
Comes with sample data for a made-up software company, Northwind. Every sample email is on example.com, and nothing is connected until you connect your own accounts.
1 clic. 1 frase. Tuya.
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Haz clic en «Usar plantilla» en esta página. Sus 3 tablas, 1 automatización y 2 aplicaciones se abren en tu Teable ya funcionando, con registros de ejemplo. Nada que instalar, nada que configurar.
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Cuéntale a Teable AI qué cambia en tu caso, con tus propias palabras: «Score by region and add the funding stage». Adapta los campos, los pasos y las pantallas.
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Su automatización funciona sola. Tú solo te dedicas a lo tuyo.
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Empieza con Lead enrichment
1 clic para empezar, 1 frase para adaptarla a tu negocio. Sin desarrolladores y sin la aplicación que ya tienen todos los demás negocios. ¿Quieres ayuda para configurarla? Nuestro equipo puede hacerlo contigo.
