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Brevo + Salesforce + ChatGPT (OpenAI)

Segment Salesforce leads with ChatGPT and send Brevo email

Targeted email outreach starts with effective lead segmentation—but doing it manually in Salesforce can be time-consuming. This Zap uses ChatGPT to automatically analyze and segment new Salesforce leads based on your chosen criteria, then sends a personalized email through Brevo. It streamlines your lead qualification process and ensures every message reaches the right audience at the right time.

Targeted email outreach starts with effective lead segmentation—but doing it manually in Salesforce can be time-consuming. This Zap uses ChatGPT to automatically analyze and segment new Salesforce leads based on your chosen criteria, then sends a personalized email through Brevo. It streamlines your lead qualification process and ensures every message reaches the right audience at the right time.

  1. When this happens...
    SalesforceSalesforce
    Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    TriggerPolling
  2. automatically do this...
    ChatGPT (OpenAI)ChatGPT (OpenAI)
    Conversation (Legacy)

    Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.

    ActionWrite
  3. then do this!
    BrevoBrevo
    Send Transactional Email

    Sends an email from your Brevo account with HTML or plain text content.

    ActionWrite
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Supported triggers and actions

    • History ObjectRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Polling
    Try It
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Related categories

salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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chatgpt logo

About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.
Triggers & Actions