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    • Code 2503 易聊的名片到维格表保存 <p>易聊当有新的名片产生时,易聊查询访客对话记录,易聊查询访客对话详情,数据筛选设置筛选条件,维格表添加数据</p> zh-Hans 2023-03-20T10:08:59.000Z 2023-03-20T10:08:59.000Z 2023-05-19T08:56:08.000Z sd7934oa 易聊当有新的名片产生时,易聊查询访客对话记录,易聊查询访客对话详情,数据筛选设置筛选条件,维格表添加数据 anyone e4Cp7JbZVlxz official lv1792 passed 张鹏 sd7934oa 张鹏 [ { "desc": "当有新的名片产生时获取名片数据并执行流程", "app_id": 1000984, "action_id": 1005038, "action_type": "1", "sort": "1", "note": null }, { "desc": "查询访客对话记录", "app_id": 1000984, "action_id": 1005037, "action_type": "2", "sort": "2", "note": null }, { "desc": "根据对话id查询访客对话详情", "app_id": 1000984, "action_id": 1005039, "action_type": "2", "sort": "3", "note": null }, { "desc": "设置筛选条件,只有筛选条件满足后才会继续后续流程步骤", "app_id": 7, "action_id": 15, "action_type": "2", "sort": "4", "note": null }, { "desc": "向维格表中添加数据", "app_id": 310, "action_id": 364, "action_type": "2", "sort": "5", "note": null } ] 2 false { "1": [], "2": [], "3": [], "4": [], "5": [ { "key": "sheet_id", "label": "选择维格表", "dropdownTree": true, "required": true, "dynamic": true, "queryParams": [ { "label": "父节点id", "key": "node_id", "is_key": true }, { "label": "标识", "key": "flag", "defaulttext": "root_node" } ], "url": "/v1/api/application/newViKaTable/dropdownTree/nodesList", "choices": [] } ] } [] [ { "id": 1143, "title": "集简云 x 某职业教育公司丨维格表集成易聊实现线索自动化,减少流失率", "preview": "该职业教育公司通过集简云无需任何开发就可以将客服系统易聊连接到第三方表单系统维格表,让应用与应用之间的数据实现自动同步,第一时间获取线索信息,并实时同步线索状态。", "content": "<h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>公司·介绍</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">北京某职业教育公司专注行业发展、国际就业、留学、移民咨询。秉承专业性至上的原则,与行业内专家、高等学府以及产业集团合作,并邀请各领域专家组建了强大的专委会团队,为公司的业务开展提供专业性支持。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>客户·遇到的问题</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">作为知名职业在线教育公司,依托强大的师资力量与教学资源和智能化学习体验,他们的学员遍布全国各地。获取用户线索的主要来源渠道多为线上私域获客,工作重点大多也都是围绕线索展开的,市场需要去获取线索以及和销售配合转化线索,其中提高线索转化率尤为重要。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">传统的教培行业,客户触达主要依赖电话、短信邮件等,但这样的流量过于分散难免成本高,用户信任度低,难形成转化。如今互联网发展迅速,数字化时代下,很多企业会借助SCRM工具来做精细化客户关系管理。该教培公司也不例外,他们选择易聊智能客服系统作为私域获客的主要渠道。作为用户与企业沟通的桥梁,易聊也帮助企业获取了大量的高意向线索。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\"><strong>然而,该公司在线索管理与转化方面,却存在以下这些问题:</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">1.&nbsp; <span style=\"color:#333333;\">公司主阵地主要聚集在企业微信上,但是客服系统和企业微信之间并没有打通,作为两个完全独立的系统,数据不同步,导致销售必须一边看企业微信一边登陆客服系统查看线索,增加了额外的工作量。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">2.&nbsp; <span style=\"color:#333333;\">每一条线索都有时效性,越快跟进,接通率越高,为了能及时跟进线索,客服系统本身自带推送功能,但销售经常因外呼太多,经常忘记登陆系统查看新线索,导致销售跟进线索不及时,造成线索流失。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">3.&nbsp; <span style=\"color:#333333;\">所有线索都收集在客服平台,如果想转到其他系统需要手动导出,费时费力,作为教培行业,希望自己的销售能够第一时间获取线索,并希望操作简单方便,能实时更改线索状态,现在经常导致线索状态不同步。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">公司作为小规模企业,并不具备独立研发软件的能力,系统对接往往伴随着高昂的研发成本,漫长的研发周期,不断地调试与开发。即便完成了系统对接,但是使用的场景随时可能会调整,使用的软件系统可能会替换,此时又需要重新对接,费时费力。那么,到底该如何高效、低成本的解决用户这些问题呢?</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>集简云·解决方案</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">集简云是一款超级软件连接器,<strong>通过集简云无需任何开发就可以将客服系统易聊连接到第三方表单系统维格表,让应用与应用之间的数据实现自动同步,第一时间获取线索信息,并实时同步线索状态。</strong>我们只需要在集简云搭建一个数据流程即可让整个工作流程实现自动化运转,操作简单,成本低,而且无需代码开发。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/2_d8e432bbb6.png\"></figure><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\"><strong>场景一:自动获取到线索到表单系统</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">“维格表无需API开发连接易聊系统”自动化方案如下</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤流程</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤1:触发动作【易聊-当有新的名片产生时】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤2:执行动作【易聊-查询访客对话记录】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤3:执行动作【易聊-查询访客对话详情】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤4:执行动作【数据筛选-设置筛选条件】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤5:执行动作【维格表-添加数据】</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/3_966c92188d.png\"></figure><p style=\"margin-left:0pt;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2503\"><span style=\"color:#1E6FFF;\"><u>点击使用此模版</u></span></a></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\"><strong>场景二:表单系统当线索有变化时,自动通过WorkTool向指定人员发送消息</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">“维格表无需API开发连接WorkTool系统”自动化方案如下</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤流程</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤1:触发动作【维格表-当有满足条件的数据新增或更新时】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤2:执行动作【WorkTool-发送消息】</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/4_2c38336cad.png\"></figure><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\"><strong>实现效果:</strong>通过集简云,实现线索在两个场景中自动化流转,当</span><span style=\"color:#494949;\">易聊产生新线索时,自动查询访客对话记录和详情,将线索信息自动同步到维格表中,并当维格表中的线索数据有变化时,自动通过机器人发送给指定销售,并实时掌握线索状态,实现线索跟进完美闭环,提高线索转化率!</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#000000;\"><strong>原本需要研发技术人员数十个工作日才能完成的流程对接工作,在集简云零代码集成功能的帮助下,不到1个工作日就完成了搭建,调试与上线使用。</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>客户·反馈</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">业务负责人称,使用集简云一段时间,目前正在搭建其他五个流程,虽然有些细节还需要慢慢调整,但使用感受非常好,当时是集简云的技术人员协助自己来搭建流程,而且效率非常高,不管多晚问需求,工作人员都会及时回复。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;➢&nbsp;<strong>【低成本实现系统互联】</strong></span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">使用更低的成本,更短的时间,零代码打通了两个系统,轻松实现两个系统间数据自动同步。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">➢&nbsp;<strong>【第一时间获取线索,提高转化率】</strong></span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">销售以及市场目前能够第一时间获取到线索,随时查询线索状态并实时更改线索状态,大大提高了销售的工作效率。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">集简云对于我们这种小规模企业来说非常好,不需要软件开发就能集成各种系统,接下来我们也会深度和集简云合作,希望在之后的工作场景中,慢慢帮我们实现办公自动化!</span></p><p style=\"margin-left:0pt;\">&nbsp;</p>", "sort": null, 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    • Msg 2503 易聊的名片到维格表保存 <p>易聊当有新的名片产生时,易聊查询访客对话记录,易聊查询访客对话详情,数据筛选设置筛选条件,维格表添加数据</p> zh-Hans 2023-03-20T10:08:59.000Z 2023-03-20T10:08:59.000Z 2023-05-19T08:56:08.000Z sd7934oa 易聊当有新的名片产生时,易聊查询访客对话记录,易聊查询访客对话详情,数据筛选设置筛选条件,维格表添加数据 anyone e4Cp7JbZVlxz official lv1792 passed 张鹏 sd7934oa 张鹏 [ { "desc": "当有新的名片产生时获取名片数据并执行流程", "app_id": 1000984, "action_id": 1005038, "action_type": "1", "sort": "1", "note": null }, { "desc": "查询访客对话记录", "app_id": 1000984, "action_id": 1005037, "action_type": "2", "sort": "2", "note": null }, { "desc": "根据对话id查询访客对话详情", "app_id": 1000984, "action_id": 1005039, "action_type": "2", "sort": "3", "note": null }, { "desc": "设置筛选条件,只有筛选条件满足后才会继续后续流程步骤", "app_id": 7, "action_id": 15, "action_type": "2", "sort": "4", "note": null }, { "desc": "向维格表中添加数据", "app_id": 310, "action_id": 364, "action_type": "2", "sort": "5", "note": null } ] 2 false { "1": [], "2": [], "3": [], "4": [], "5": [ { "key": "sheet_id", "label": "选择维格表", "dropdownTree": true, "required": true, "dynamic": true, "queryParams": [ { "label": "父节点id", "key": "node_id", "is_key": true }, { "label": "标识", "key": "flag", "defaulttext": "root_node" } ], "url": "/v1/api/application/newViKaTable/dropdownTree/nodesList", "choices": [] } ] } [] [ { "id": 1143, "title": "集简云 x 某职业教育公司丨维格表集成易聊实现线索自动化,减少流失率", "preview": "该职业教育公司通过集简云无需任何开发就可以将客服系统易聊连接到第三方表单系统维格表,让应用与应用之间的数据实现自动同步,第一时间获取线索信息,并实时同步线索状态。", "content": "<h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>公司·介绍</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">北京某职业教育公司专注行业发展、国际就业、留学、移民咨询。秉承专业性至上的原则,与行业内专家、高等学府以及产业集团合作,并邀请各领域专家组建了强大的专委会团队,为公司的业务开展提供专业性支持。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>客户·遇到的问题</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">作为知名职业在线教育公司,依托强大的师资力量与教学资源和智能化学习体验,他们的学员遍布全国各地。获取用户线索的主要来源渠道多为线上私域获客,工作重点大多也都是围绕线索展开的,市场需要去获取线索以及和销售配合转化线索,其中提高线索转化率尤为重要。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">传统的教培行业,客户触达主要依赖电话、短信邮件等,但这样的流量过于分散难免成本高,用户信任度低,难形成转化。如今互联网发展迅速,数字化时代下,很多企业会借助SCRM工具来做精细化客户关系管理。该教培公司也不例外,他们选择易聊智能客服系统作为私域获客的主要渠道。作为用户与企业沟通的桥梁,易聊也帮助企业获取了大量的高意向线索。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\"><strong>然而,该公司在线索管理与转化方面,却存在以下这些问题:</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">1.&nbsp; <span style=\"color:#333333;\">公司主阵地主要聚集在企业微信上,但是客服系统和企业微信之间并没有打通,作为两个完全独立的系统,数据不同步,导致销售必须一边看企业微信一边登陆客服系统查看线索,增加了额外的工作量。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">2.&nbsp; <span style=\"color:#333333;\">每一条线索都有时效性,越快跟进,接通率越高,为了能及时跟进线索,客服系统本身自带推送功能,但销售经常因外呼太多,经常忘记登陆系统查看新线索,导致销售跟进线索不及时,造成线索流失。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">3.&nbsp; <span style=\"color:#333333;\">所有线索都收集在客服平台,如果想转到其他系统需要手动导出,费时费力,作为教培行业,希望自己的销售能够第一时间获取线索,并希望操作简单方便,能实时更改线索状态,现在经常导致线索状态不同步。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">公司作为小规模企业,并不具备独立研发软件的能力,系统对接往往伴随着高昂的研发成本,漫长的研发周期,不断地调试与开发。即便完成了系统对接,但是使用的场景随时可能会调整,使用的软件系统可能会替换,此时又需要重新对接,费时费力。那么,到底该如何高效、低成本的解决用户这些问题呢?</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>集简云·解决方案</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">集简云是一款超级软件连接器,<strong>通过集简云无需任何开发就可以将客服系统易聊连接到第三方表单系统维格表,让应用与应用之间的数据实现自动同步,第一时间获取线索信息,并实时同步线索状态。</strong>我们只需要在集简云搭建一个数据流程即可让整个工作流程实现自动化运转,操作简单,成本低,而且无需代码开发。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/2_d8e432bbb6.png\"></figure><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\"><strong>场景一:自动获取到线索到表单系统</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">“维格表无需API开发连接易聊系统”自动化方案如下</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤流程</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤1:触发动作【易聊-当有新的名片产生时】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤2:执行动作【易聊-查询访客对话记录】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤3:执行动作【易聊-查询访客对话详情】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤4:执行动作【数据筛选-设置筛选条件】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤5:执行动作【维格表-添加数据】</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/3_966c92188d.png\"></figure><p style=\"margin-left:0pt;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2503\"><span style=\"color:#1E6FFF;\"><u>点击使用此模版</u></span></a></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\"><strong>场景二:表单系统当线索有变化时,自动通过WorkTool向指定人员发送消息</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">“维格表无需API开发连接WorkTool系统”自动化方案如下</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤流程</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤1:触发动作【维格表-当有满足条件的数据新增或更新时】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤2:执行动作【WorkTool-发送消息】</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/4_2c38336cad.png\"></figure><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\"><strong>实现效果:</strong>通过集简云,实现线索在两个场景中自动化流转,当</span><span style=\"color:#494949;\">易聊产生新线索时,自动查询访客对话记录和详情,将线索信息自动同步到维格表中,并当维格表中的线索数据有变化时,自动通过机器人发送给指定销售,并实时掌握线索状态,实现线索跟进完美闭环,提高线索转化率!</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#000000;\"><strong>原本需要研发技术人员数十个工作日才能完成的流程对接工作,在集简云零代码集成功能的帮助下,不到1个工作日就完成了搭建,调试与上线使用。</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>客户·反馈</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">业务负责人称,使用集简云一段时间,目前正在搭建其他五个流程,虽然有些细节还需要慢慢调整,但使用感受非常好,当时是集简云的技术人员协助自己来搭建流程,而且效率非常高,不管多晚问需求,工作人员都会及时回复。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;➢&nbsp;<strong>【低成本实现系统互联】</strong></span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">使用更低的成本,更短的时间,零代码打通了两个系统,轻松实现两个系统间数据自动同步。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">➢&nbsp;<strong>【第一时间获取线索,提高转化率】</strong></span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">销售以及市场目前能够第一时间获取到线索,随时查询线索状态并实时更改线索状态,大大提高了销售的工作效率。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">集简云对于我们这种小规模企业来说非常好,不需要软件开发就能集成各种系统,接下来我们也会深度和集简云合作,希望在之后的工作场景中,慢慢帮我们实现办公自动化!</span></p><p style=\"margin-left:0pt;\">&nbsp;</p>", "sort": null, 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    • Data 2503 易聊的名片到维格表保存 <p>易聊当有新的名片产生时,易聊查询访客对话记录,易聊查询访客对话详情,数据筛选设置筛选条件,维格表添加数据</p> zh-Hans 2023-03-20T10:08:59.000Z 2023-03-20T10:08:59.000Z 2023-05-19T08:56:08.000Z sd7934oa 易聊当有新的名片产生时,易聊查询访客对话记录,易聊查询访客对话详情,数据筛选设置筛选条件,维格表添加数据 anyone e4Cp7JbZVlxz official lv1792 passed 张鹏 sd7934oa 张鹏 [ { "desc": "当有新的名片产生时获取名片数据并执行流程", "app_id": 1000984, "action_id": 1005038, "action_type": "1", "sort": "1", "note": null }, { "desc": "查询访客对话记录", "app_id": 1000984, "action_id": 1005037, "action_type": "2", "sort": "2", "note": null }, { "desc": "根据对话id查询访客对话详情", "app_id": 1000984, "action_id": 1005039, "action_type": "2", "sort": "3", "note": null }, { "desc": "设置筛选条件,只有筛选条件满足后才会继续后续流程步骤", "app_id": 7, "action_id": 15, "action_type": "2", "sort": "4", "note": null }, { "desc": "向维格表中添加数据", "app_id": 310, "action_id": 364, "action_type": "2", "sort": "5", "note": null } ] 2 false { "1": [], "2": [], "3": [], "4": [], "5": [ { "key": "sheet_id", "label": "选择维格表", "dropdownTree": true, "required": true, "dynamic": true, "queryParams": [ { "label": "父节点id", "key": "node_id", "is_key": true }, { "label": "标识", "key": "flag", "defaulttext": "root_node" } ], "url": "/v1/api/application/newViKaTable/dropdownTree/nodesList", "choices": [] } ] } [] [ { "id": 1143, "title": "集简云 x 某职业教育公司丨维格表集成易聊实现线索自动化,减少流失率", "preview": "该职业教育公司通过集简云无需任何开发就可以将客服系统易聊连接到第三方表单系统维格表,让应用与应用之间的数据实现自动同步,第一时间获取线索信息,并实时同步线索状态。", "content": "<h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>公司·介绍</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">北京某职业教育公司专注行业发展、国际就业、留学、移民咨询。秉承专业性至上的原则,与行业内专家、高等学府以及产业集团合作,并邀请各领域专家组建了强大的专委会团队,为公司的业务开展提供专业性支持。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>客户·遇到的问题</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">作为知名职业在线教育公司,依托强大的师资力量与教学资源和智能化学习体验,他们的学员遍布全国各地。获取用户线索的主要来源渠道多为线上私域获客,工作重点大多也都是围绕线索展开的,市场需要去获取线索以及和销售配合转化线索,其中提高线索转化率尤为重要。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">传统的教培行业,客户触达主要依赖电话、短信邮件等,但这样的流量过于分散难免成本高,用户信任度低,难形成转化。如今互联网发展迅速,数字化时代下,很多企业会借助SCRM工具来做精细化客户关系管理。该教培公司也不例外,他们选择易聊智能客服系统作为私域获客的主要渠道。作为用户与企业沟通的桥梁,易聊也帮助企业获取了大量的高意向线索。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\"><strong>然而,该公司在线索管理与转化方面,却存在以下这些问题:</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">1.&nbsp; <span style=\"color:#333333;\">公司主阵地主要聚集在企业微信上,但是客服系统和企业微信之间并没有打通,作为两个完全独立的系统,数据不同步,导致销售必须一边看企业微信一边登陆客服系统查看线索,增加了额外的工作量。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">2.&nbsp; <span style=\"color:#333333;\">每一条线索都有时效性,越快跟进,接通率越高,为了能及时跟进线索,客服系统本身自带推送功能,但销售经常因外呼太多,经常忘记登陆系统查看新线索,导致销售跟进线索不及时,造成线索流失。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">3.&nbsp; <span style=\"color:#333333;\">所有线索都收集在客服平台,如果想转到其他系统需要手动导出,费时费力,作为教培行业,希望自己的销售能够第一时间获取线索,并希望操作简单方便,能实时更改线索状态,现在经常导致线索状态不同步。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">公司作为小规模企业,并不具备独立研发软件的能力,系统对接往往伴随着高昂的研发成本,漫长的研发周期,不断地调试与开发。即便完成了系统对接,但是使用的场景随时可能会调整,使用的软件系统可能会替换,此时又需要重新对接,费时费力。那么,到底该如何高效、低成本的解决用户这些问题呢?</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>集简云·解决方案</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">集简云是一款超级软件连接器,<strong>通过集简云无需任何开发就可以将客服系统易聊连接到第三方表单系统维格表,让应用与应用之间的数据实现自动同步,第一时间获取线索信息,并实时同步线索状态。</strong>我们只需要在集简云搭建一个数据流程即可让整个工作流程实现自动化运转,操作简单,成本低,而且无需代码开发。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/2_d8e432bbb6.png\"></figure><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\"><strong>场景一:自动获取到线索到表单系统</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">“维格表无需API开发连接易聊系统”自动化方案如下</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤流程</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤1:触发动作【易聊-当有新的名片产生时】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤2:执行动作【易聊-查询访客对话记录】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤3:执行动作【易聊-查询访客对话详情】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤4:执行动作【数据筛选-设置筛选条件】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤5:执行动作【维格表-添加数据】</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/3_966c92188d.png\"></figure><p style=\"margin-left:0pt;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2503\"><span style=\"color:#1E6FFF;\"><u>点击使用此模版</u></span></a></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\"><strong>场景二:表单系统当线索有变化时,自动通过WorkTool向指定人员发送消息</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">“维格表无需API开发连接WorkTool系统”自动化方案如下</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤流程</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤1:触发动作【维格表-当有满足条件的数据新增或更新时】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤2:执行动作【WorkTool-发送消息】</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/4_2c38336cad.png\"></figure><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\"><strong>实现效果:</strong>通过集简云,实现线索在两个场景中自动化流转,当</span><span style=\"color:#494949;\">易聊产生新线索时,自动查询访客对话记录和详情,将线索信息自动同步到维格表中,并当维格表中的线索数据有变化时,自动通过机器人发送给指定销售,并实时掌握线索状态,实现线索跟进完美闭环,提高线索转化率!</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#000000;\"><strong>原本需要研发技术人员数十个工作日才能完成的流程对接工作,在集简云零代码集成功能的帮助下,不到1个工作日就完成了搭建,调试与上线使用。</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>客户·反馈</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span 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    • permission 2503 易聊的名片到维格表保存 <p>易聊当有新的名片产生时,易聊查询访客对话记录,易聊查询访客对话详情,数据筛选设置筛选条件,维格表添加数据</p> zh-Hans 2023-03-20T10:08:59.000Z 2023-03-20T10:08:59.000Z 2023-05-19T08:56:08.000Z sd7934oa 易聊当有新的名片产生时,易聊查询访客对话记录,易聊查询访客对话详情,数据筛选设置筛选条件,维格表添加数据 anyone e4Cp7JbZVlxz official lv1792 passed 张鹏 sd7934oa 张鹏 [ { "desc": "当有新的名片产生时获取名片数据并执行流程", "app_id": 1000984, "action_id": 1005038, "action_type": "1", "sort": "1", "note": null }, { "desc": "查询访客对话记录", "app_id": 1000984, "action_id": 1005037, "action_type": "2", "sort": "2", "note": null }, { "desc": "根据对话id查询访客对话详情", "app_id": 1000984, "action_id": 1005039, "action_type": "2", "sort": "3", "note": null }, { "desc": "设置筛选条件,只有筛选条件满足后才会继续后续流程步骤", "app_id": 7, "action_id": 15, "action_type": "2", "sort": "4", "note": null }, { "desc": "向维格表中添加数据", "app_id": 310, "action_id": 364, "action_type": "2", "sort": "5", "note": null } ] 2 false { "1": [], "2": [], "3": [], "4": [], "5": [ { "key": "sheet_id", "label": "选择维格表", "dropdownTree": true, "required": true, "dynamic": true, "queryParams": [ { "label": "父节点id", "key": "node_id", "is_key": true }, { "label": "标识", "key": "flag", "defaulttext": "root_node" } ], "url": "/v1/api/application/newViKaTable/dropdownTree/nodesList", "choices": [] } ] } [] [ { "id": 1143, "title": "集简云 x 某职业教育公司丨维格表集成易聊实现线索自动化,减少流失率", "preview": "该职业教育公司通过集简云无需任何开发就可以将客服系统易聊连接到第三方表单系统维格表,让应用与应用之间的数据实现自动同步,第一时间获取线索信息,并实时同步线索状态。", "content": "<h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>公司·介绍</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">北京某职业教育公司专注行业发展、国际就业、留学、移民咨询。秉承专业性至上的原则,与行业内专家、高等学府以及产业集团合作,并邀请各领域专家组建了强大的专委会团队,为公司的业务开展提供专业性支持。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>客户·遇到的问题</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">作为知名职业在线教育公司,依托强大的师资力量与教学资源和智能化学习体验,他们的学员遍布全国各地。获取用户线索的主要来源渠道多为线上私域获客,工作重点大多也都是围绕线索展开的,市场需要去获取线索以及和销售配合转化线索,其中提高线索转化率尤为重要。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">传统的教培行业,客户触达主要依赖电话、短信邮件等,但这样的流量过于分散难免成本高,用户信任度低,难形成转化。如今互联网发展迅速,数字化时代下,很多企业会借助SCRM工具来做精细化客户关系管理。该教培公司也不例外,他们选择易聊智能客服系统作为私域获客的主要渠道。作为用户与企业沟通的桥梁,易聊也帮助企业获取了大量的高意向线索。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\"><strong>然而,该公司在线索管理与转化方面,却存在以下这些问题:</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">1.&nbsp; <span style=\"color:#333333;\">公司主阵地主要聚集在企业微信上,但是客服系统和企业微信之间并没有打通,作为两个完全独立的系统,数据不同步,导致销售必须一边看企业微信一边登陆客服系统查看线索,增加了额外的工作量。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">2.&nbsp; <span style=\"color:#333333;\">每一条线索都有时效性,越快跟进,接通率越高,为了能及时跟进线索,客服系统本身自带推送功能,但销售经常因外呼太多,经常忘记登陆系统查看新线索,导致销售跟进线索不及时,造成线索流失。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:16.8pt;\">3.&nbsp; <span style=\"color:#333333;\">所有线索都收集在客服平台,如果想转到其他系统需要手动导出,费时费力,作为教培行业,希望自己的销售能够第一时间获取线索,并希望操作简单方便,能实时更改线索状态,现在经常导致线索状态不同步。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">公司作为小规模企业,并不具备独立研发软件的能力,系统对接往往伴随着高昂的研发成本,漫长的研发周期,不断地调试与开发。即便完成了系统对接,但是使用的场景随时可能会调整,使用的软件系统可能会替换,此时又需要重新对接,费时费力。那么,到底该如何高效、低成本的解决用户这些问题呢?</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>集简云·解决方案</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">集简云是一款超级软件连接器,<strong>通过集简云无需任何开发就可以将客服系统易聊连接到第三方表单系统维格表,让应用与应用之间的数据实现自动同步,第一时间获取线索信息,并实时同步线索状态。</strong>我们只需要在集简云搭建一个数据流程即可让整个工作流程实现自动化运转,操作简单,成本低,而且无需代码开发。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/2_d8e432bbb6.png\"></figure><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\"><strong>场景一:自动获取到线索到表单系统</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">“维格表无需API开发连接易聊系统”自动化方案如下</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤流程</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤1:触发动作【易聊-当有新的名片产生时】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤2:执行动作【易聊-查询访客对话记录】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤3:执行动作【易聊-查询访客对话详情】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤4:执行动作【数据筛选-设置筛选条件】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤5:执行动作【维格表-添加数据】</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/3_966c92188d.png\"></figure><p style=\"margin-left:0pt;text-align:center;\"><a href=\"https://www.jijyun.cn/apps/processes/2503\"><span style=\"color:#1E6FFF;\"><u>点击使用此模版</u></span></a></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\"><strong>场景二:表单系统当线索有变化时,自动通过WorkTool向指定人员发送消息</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">“维格表无需API开发连接WorkTool系统”自动化方案如下</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤流程</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤1:触发动作【维格表-当有满足条件的数据新增或更新时】</span></p><p style=\"margin-left:0pt;\"><span style=\"color:hsl(270,75%,60%);\">步骤2:执行动作【WorkTool-发送消息】</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><figure class=\"image\"><img src=\"/uploads/4_2c38336cad.png\"></figure><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\"><strong>实现效果:</strong>通过集简云,实现线索在两个场景中自动化流转,当</span><span style=\"color:#494949;\">易聊产生新线索时,自动查询访客对话记录和详情,将线索信息自动同步到维格表中,并当维格表中的线索数据有变化时,自动通过机器人发送给指定销售,并实时掌握线索状态,实现线索跟进完美闭环,提高线索转化率!</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#000000;\"><strong>原本需要研发技术人员数十个工作日才能完成的流程对接工作,在集简云零代码集成功能的帮助下,不到1个工作日就完成了搭建,调试与上线使用。</strong></span></p><p style=\"margin-left:0pt;\">&nbsp;</p><h1 style=\"margin-left:0pt;\"><span style=\"color:#1A1A1A;\"><strong>客户·反馈</strong></span></h1><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">业务负责人称,使用集简云一段时间,目前正在搭建其他五个流程,虽然有些细节还需要慢慢调整,但使用感受非常好,当时是集简云的技术人员协助自己来搭建流程,而且效率非常高,不管多晚问需求,工作人员都会及时回复。</span></p><p style=\"margin-left:0pt;\">&nbsp;</p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;➢&nbsp;<strong>【低成本实现系统互联】</strong></span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">使用更低的成本,更短的时间,零代码打通了两个系统,轻松实现两个系统间数据自动同步。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">➢&nbsp;<strong>【第一时间获取线索,提高转化率】</strong></span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">销售以及市场目前能够第一时间获取到线索,随时查询线索状态并实时更改线索状态,大大提高了销售的工作效率。</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">&nbsp;</span></p><p style=\"margin-left:0pt;\"><span style=\"color:#333333;\">集简云对于我们这种小规模企业来说非常好,不需要软件开发就能集成各种系统,接下来我们也会深度和集简云合作,希望在之后的工作场景中,慢慢帮我们实现办公自动化!</span></p><p style=\"margin-left:0pt;\">&nbsp;</p>", "sort": null, 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