Fireflies.ai + Salesforce + ChatGPT (OpenAI)
Create lead in Salesforce when ChatGPT summarizes Fireflies transcripts
Digging through meeting transcripts to spot potential leads can be slow and error-prone. This Zap streamlines the process by sending new Fireflies transcripts to ChatGPT, which summarizes the conversation and identifies lead details. It then creates a new lead in Salesforce with that information, so your team can follow up faster and never miss a sales opportunity.
Digging through meeting transcripts to spot potential leads can be slow and error-prone. This Zap streamlines the process by sending new Fireflies transcripts to ChatGPT, which summarizes the conversation and identifies lead details. It then creates a new lead in Salesforce with that information, so your team can follow up faster and never miss a sales opportunity.
- When this happens...New Meeting
Triggers when a new meeting with transcripts 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...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Create Lead
Creates a new lead in Salesforce.
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Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Try ItTranscript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Meeting Title
Date
Host Email
Participant Email
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Message
ImageRequired
Max Tokens
Audio URL LinkRequired
TitleRequired
Participant Name
Participant Email
Participant Phone
Meeting IdRequired
Transcript Format
Include Speaker Names
Include Timestamps
Notes List Format
Custom Topics to Include
Message
ImagesRequired
Max Tokens
Text to Be AnalyzedRequired
ModelRequired
Analysis TypeRequired
Info 1
Temperature
Top P
