用上之后
You paste in company names, each one is researched and scored for you, and the best leads land in HubSpot.
看看实际效果
这就是模板本身,带着示例数据。用之前可以先随便点点看。
里面有什么
下面这些装好就能用,还带着示例数据,随你改。
3 个表格
- Settings
8 个字段
- Team
3 个字段
- Companies
22 个字段
1 个自动化
- Send to HubSpot
「Companies」中的记录满足条件时
2 个应用
- Leads
基于表格的应用
- Playbook
基于表格的应用
连接
不需要连接外部账号。
关于这个模板
以下是 Jocky 的原话。
里面有什么
- 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.
一键开始,一句话改好,只属于你。
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点本页的「使用模板」。它的 3 个表格、1 个自动化和 2 个应用会直接在你的 Teable 里打开,已经能用,还带着示例数据。不用安装,也不用配置。
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用你平时说话的方式,告诉 Teable AI 哪里不一样:“Score by region and add the funding stage”。它会相应地改好字段、流程和界面。
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它的自动化会自己跑。你只管做事。
更多SaaS模板
最常用的排在前面。
-
Client portal
Give each client a page with project status, files, and a request form, while you work from the same records.
-
Feedback triage
Collect feedback in one place, let AI tag the theme and urgency, and alert your team about anything urgent.
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SEO content tracker
Plan articles around keywords, let AI draft each brief, and track every piece from idea to published.
从「Lead enrichment」开始
一键开始,一句话改成贴合你业务的样子。不用找开发,也不用和别家店用同一款软件。需要帮忙搭建?我们的团队可以陪你一起弄。

模板
