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ChatGPT + Redtail CRM

Update ChatGPT conversations when Redtail CRM contacts are modified

Keep your ChatGPT conversations up-to-date with contact information from Redtail CRM. With this automation, when a contact is updated in Redtail CRM, a conversation in ChatGPT will be initiated to maintain seamless communication. Enhance your customer interactions by having the most recent information readily available, saving time and improving the overall experience.

Keep your ChatGPT conversations up-to-date with contact information from Redtail CRM. With this automation, when a contact is updated in Redtail CRM, a conversation in ChatGPT will be initiated to maintain seamless communication. Enhance your customer interactions by having the most recent information readily available, saving time and improving the overall experience.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    ChatGPTChatGPT
    Conversation

    Sends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About ChatGPT

ChatGPT is an AI tool built by OpenAI that enables conversational automation. A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations
Learn moreHelp

Related categories

  • AI Tools
  • Artificial Intelligence
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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier