Contacts+ + Maximizer CRM + OpenAI (GPT-3, DALL-E, Whisper)

Enrich new Contacts+ contacts with OpenAI and create leads and notes in Maximizer CRM

Revolutionize your lead generation and customer insights with this cutting-edge Zapier workflow! Set it up to enrich new Contacts+ contacts with OpenAI. Then, this template will create leads and notes enriched with essential contact company details. Seamlessly capture valuable information and gain a deeper understanding of your leads, empowering you to personalize your interactions and drive exceptional sales outcomes.

When this happens...
New Contact
Triggers when a contact is created or a business card is transcribed.
TriggerInstant
automatically do this...
Send Prompt
Sends a prompt to OpenAI and generate a completion.
ActionWrite
then do this...
Create Lead Entry
Creates new Lead Entry
ActionWrite
then do this!
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
ActionWrite

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Supported triggers and actions

What does this mean?

- Team
- Tags
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Team
- ContactRequired
- Tag(s) to RemoveRequired
Action
Write
- ContactRequired
- Team
- Photo URL
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Organization
- Title
- Home Email
- Work Email
- Other Email
- Home Phone
- Mobile Phone
- Work Phone
- Main Phone
- Work Fax
- Home Address
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Work Address
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- URLs
- Relationships
- IMs
- Notes
- Birthday
- Dates
- Tag(s)
Action
Write

- Name
- Company
- Email
- Phone
- Team
Action
Search
- Info 1
- Info 2
- ModelRequired
- TextRequired
- Info 3
- Temperature
- Maximum Length
- Top P
Action
Write
- InputRequired
Action
Write
- FileRequired
- Prompt
- Response Format
Action
Write
- PromptRequired
- Quality
- Size
- Style
Action
Write
- Info 1
- Info 2
- ModelRequired
- Source TextRequired
- Info 3
- Temperature
- Maximum Length
- Top P
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Opportunity Stage Changed
Triggers when an opportunity stage is changed. Supported only for Maximizer Cloud.
Trigger
Instant
Try It
Date Notification for Address Book Entry
Triggers when Address Book entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Appointment Entry
Triggers when Appointment entry reaches notification date
Trigger
Scheduled
Try It
Date Notification for Case
Triggers when Case entry reaches notification date
Trigger
Scheduled
Try It
New or Updated Lead Entry
Triggers when there is a new or updated Lead entry
Trigger
Scheduled
Try It
- Parent TypeRequired
- Category
- Type
Trigger
Scheduled
Try It
Date Notification for Opportunity
Triggers when Opportunity reaches notification date
Trigger
Scheduled
Try It
Date Notification for Task
Triggers when Task reaches notification date
Trigger
Scheduled
Try It
Create Address Book Entry
Creates new company, individual or contact in your Address Book
Action
Write
Create Case
Creates new Customer Service Case
Action
Write
Create Favourite List
Creates new Favourite list
Action
Write
Create Lead Entry
Creates new Lead Entry
Action
Write
Create Opportunity Entry
Creates new Opportunity entry
Action
Write
- Add User Defined Fields (UDFs) to search criteria
Action
Write
Update Case
Updates existing Customer Service Case
Action
Write
Update Lead Entry
Updates existing Lead Entry
Action
Write
Update Opportunity
Updates existing Opportunity
Action
Write
Find Appointment
Searches for existing Appointment entry
Action
Search
Find Lead
Searches for existing Lead entry
Action
Search
Find Opportunity
Searches for existing Opportunity entry
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
Find or Create Lead entry
Find or Create Lead entry
Action
Search or write

- Team
- Tags
Trigger
Instant
Try It
- Team
- Tags
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- ContactRequired
- Team
- NotesRequired
Action
Write
- Team
- NameRequired
Action
Write
- Team
- ContactRequired
- Tag(s)Required
Action
Write
- FullContact API KeyRequired
- Domain or EmailRequired
Action
Search
- FullContact API KeyRequired
- Emails
- Phone Numbers
- Given Name
- Family Name
- Twitter Handle
Action
Search
- Info 1
- Info 2
- Text to Be ClassifiedRequired
- CategoriesRequired
- Info 3
- ModelRequired
- Temperature
- Top P
Action
Write
- FileRequired
- Prompt
- Response Format
- Language of the Audio
Action
Write
- PromptRequired
- nRequired
- SizeRequired
Action
Write
- Info 1
- Info 2
- ModelRequired
- PromptRequired
- Info 3
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info 1
- Info 2
- ModelRequired
- TextRequired
- Voice
- Output File Format
- Speed
Action
Write
- QueryRequired
- DocumentsRequired
Action
Search
- Entry typeRequired
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Appointment Entry
Triggers when there is a new or updated Appointment entry
Trigger
Scheduled
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Interaction Entry
Triggers when there is a new or updated Interaction entry
Trigger
Scheduled
Try It
Date Notification for Lead
Triggers when lead entry reaches notification date
Trigger
Scheduled
Try It
- CriteriaRequired
- Select User Defined Fields (UDFs) to include
Trigger
Scheduled
Try It
New or Updated Task Entry
Triggers when there is a new or updated Task entry
Trigger
Scheduled
Try It
Convert Lead Entry
Converts Lead to new company or individual entry or to existing Address Book entry, and optionally creates opportunity
Action
Write
Create Appointment
Creates new Appointment entry
Action
Write
Create Document
Creates new Document tiered to existing contact. NOTE: Create Document action only supports Maximizer CRM Version 2020R2 or later.
Action
Write
Create Hotlist Task
Creates new Hotlist Task for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Note
Creates new Note for Address Book/Opportunity/Lead/Case entry
Action
Write
Create Personal Task
Creates new Personal Task
Action
Write
Update Appointment
Updates existing Appointment
Action
Write
Update Favourite List
Updates existing Favourite List
Action
Write
Update Note
Updates existing Note
Action
Write
Update Task
Updates existing Task
Action
Write
Find Case
Searches for existing Case entry
Action
Search
Find Note
Searches for existing Note entry
Action
Search
Find Task
Searches for existing Task entry
Action
Search
- User Key
- First Name
- Last Name
- Email Address
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search
- Add User Defined Fields (UDFs) to search criteria
- Sort by
- Sort Order
- Search Limit
- Restrict single record
- Select User Defined Fields (UDFs) to include
Action
Search or write

About Contacts+

Contacts+, formerly known as FullContact, is a modern contact management app to keep your contacts up-to-date across all leading platforms.

Learn more Help

Related categories

Contact Management

Similar apps

Google Contacts

Contact Management, Google

Evernote Business

Notes

Interact

Forms & Surveys

About Maximizer CRM

Maximizer has fully integrated sales, marketing and customer service modules making it easy to gain deep customer insight and drive retention and loyalty within a single, affordable CRM solution.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About OpenAI (GPT-3, DALL-E, Whisper)

From the makers of ChatGPT, the OpenAI integration for GPT-3, DALL·E, or Whisper. Build AI powered workflows with OpenAI’s powerful models. An optimized ChatGPT integration is available here: https://zapier.com/apps/chatgpt/integrations

Learn more

PRODUCTS

CAPABILITIES

By team

Contacts+ + Maximizer CRM + OpenAI (GPT-3, DALL-E, Whisper)

Enrich new Contacts+ contacts with OpenAI and create leads and notes in Maximizer CRM

New Business Card Transcribed

Team

Tags

New Deleted Contact

Team

Tags

New Tag

Team

New Updated Tag

Team

Create Contact

Team

Photo URL

Prefix

First Name

Middle Name

Last Name

Suffix

Organization

Title

Home Email

Work Email

Other Email

Home Phone

Mobile Phone

Work Phone

Main Phone

Work Fax

Home Address

Home Address 2

Home City

Home State

Home Postal Code

Home Country

Work Address

Work Address 2

Work City

Work State

Work Postal Code

Work Country

URLs

Relationships

IMs

Notes

Birthday

Dates

Tag(s)

Remove Tag From Contact

Team

Tag(s) to RemoveRequired

Update Contact

ContactRequired

Team

Photo URL

Prefix

First Name

Middle Name

Last Name

Suffix

Organization

Title

Home Email

Work Email

Other Email

Home Phone

Mobile Phone

Work Phone

Main Phone

Work Fax

Home Address

Home Address 2

Home City

Home State

Home Postal Code

Home Country