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Salesforce + Zapier Tables + ChatGPT (OpenAI)

Create sales pitches with ChatGPT from Salesforce leads and add to Zapier Tables

Preparing personalized sales pitches manually slows down your outreach and introduces inconsistency. This Zap streamlines that process by sending new Salesforce lead data to ChatGPT, which generates a tailored pitch. The generated pitch is then added to Zapier Tables for easy tracking, editing, or rep access. Your team gets organized, AI-powered pitches—automatically.

Preparing personalized sales pitches manually slows down your outreach and introduces inconsistency. This Zap streamlines that process by sending new Salesforce lead data to ChatGPT, which generates a tailored pitch. The generated pitch is then added to Zapier Tables for easy tracking, editing, or rep access. Your team gets organized, AI-powered pitches—automatically.

  1. When this happens...
    SalesforceSalesforce
    New Lead

    Triggers when a new Lead is created.

    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!
    Zapier TablesZapier Tables
    Create Record

    Creates a new record on a table.

    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 Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.

Related categories

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chatgpt logo

About ChatGPT (OpenAI)

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