从公司CRM中提取潜在客户数据
Extract prospecting data from a company CRM
使用ChatGPT代理完成。一位用户让ChatGPT代理导航他们公司的CRM并提取用于销售潜在客户的有用数据.
做了什么
The poster says they had previously used ChatGPT agent to open their company CRM, navigate the site, and extract useful prospecting data from it. In the thread they ask whether that depended on the old agent’s own browser plus a human taking over to log in, because the newer ChatGPT Work no longer seems able to do the same task.
效果如何
The source only establishes that this had worked before and that the user now cannot get ChatGPT Work to repeat it. Replies suggest newer tools are different or folded into the ChatGPT app, but no one reports a successful replacement workflow here.
值得注意
The catch is product drift: this use case appears tied to an older agent mode, and the thread gives no confirmed current method for reproducing it.
试试这个 Prompt
Log into our company CRM at [CRM URL] (I'll sign in myself when you reach the login page). Go through [the accounts, leads, or a saved view] and pull [fields such as company name, contact, role, last activity, deal stage] for every record that matches [prospecting criteria]. Put the result in a table I can copy into a spreadsheet and stop when you've covered all matching records. Do not edit, delete, or send anything in the CRM.