Salesforce + tl;dv + ChatGPT (OpenAI)
Create lead in Salesforce when ChatGPT summarizes tl;dv transcripts
Manually reviewing call transcripts to identify potential leads can be time-consuming and easy to overlook. This Zap automatically sends new tl;dv meeting transcripts to ChatGPT, which generates a summary and extracts relevant lead details. Those details are then used to create a new lead in Salesforce, so your team can follow up faster and more efficiently.
Manually reviewing call transcripts to identify potential leads can be time-consuming and easy to overlook. This Zap automatically sends new tl;dv meeting transcripts to ChatGPT, which generates a summary and extracts relevant lead details. Those details are then used to create a new lead in Salesforce, so your team can follow up faster and more efficiently.
- When this happens...Transcript Added
Triggers when a new transcript is created.
- automatically do this...Conversation (Legacy)
Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
- then do this!Create Lead
Creates a new lead in Salesforce.
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- 14 day trial for premium features & apps
Note tags
Try ItTranscript Added
Triggers when a new transcript is created.
Try ItMessage
ImagesRequired
Max Tokens
Text to Be AnalyzedRequired
ModelRequired
Analysis TypeRequired
Info 1
Temperature
Top P
Recording Added
Triggers when a new recording is created.
Try ItRecording nameRequired
Recording file or recording download URLRequired
Message
ImageRequired
Max Tokens
Text to Be AnalyzedRequired
Info 1
Max Tokens
ModelRequired
Temperature
