This Dify agent workflow automates sales preparation: research prospects, draft personalized outreach emails, update CRM with findings, and schedule follow-ups.
适用场景
B2B sales teams wanting personalized outreach at scale.
前提条件
Dify, CRM API (HubSpot/Salesforce), web search API
工作流图
Dify AI 销售助手
分步指南
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Prospect Input
Sales rep enters prospect name and company. Dify agent triggers research workflow: company website, LinkedIn, news, recent announcements.
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AI Research
Agent uses web search tools to gather: company size, industry, recent news, tech stack, decision makers. Summarizes findings in structured format.
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Outreach Draft
AI drafts personalized cold email based on research findings. Includes: specific reference to recent company news, relevant pain points, tailored value proposition.
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CRM Update
Agent updates CRM (HubSpot/Salesforce) with: research notes, company intelligence, recommended next steps, lead score. Creates follow-up task.
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Follow-up Schedule
AI suggests follow-up sequence timing based on prospect engagement data. Creates calendar reminders and draft follow-up emails for sales rep to review.