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Connect JeffreyAI to CustomGPT and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from JeffreyAI

A trigger is an event that starts your Zap and runs the workflow. For example, with JeffreyAI, a trigger could be "Get Contacts."
A trigger is the event that kicks off your automated workflow.

Setup an action from CustomGPT

An action is what takes place after the automation is triggered. For example, with CustomGPT, the action could be "Create Conversation."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

Connect JeffreyAI and CustomGPT to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

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Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • JeffreyAI triggers, actions, and search
    Get Organisations

    Triggers when a new organisation is added to JeffreyAI.

    Trigger
    Scheduled
    Try It
    • Decision Authority
    • Consented to being Contacted
    • Contact Type
      Required
    • First Name
      Required
    • Last Name
      Required
    • Email Address
    • Created Date
    • Job Title
    • Status
    • Assigned Sales Person ID
    • Country
    • State
    • City
    • Street Name
    • House Number
    • Postcode
    • Best Contact Time From
    • Best Contact Time To
    • Phone no.
    • Mobile no.
    • Organisation
    • Linkedin
    • Facebook
    • Instagram
    Action
    Write
    • Name
      Required
    • Stage
      Required
    • Assigned Sales Person ID
    • Created Date
    • Closed Date
    • Originated From
    • Organisations
    • Contacts
    • Country
    • Product Quantity
    • Amount
    • Currency
    Action
    Write
    • OpportunityID
      Required
    • Name
      Required
    • Stage
      Required
    • Assigned Sales Person ID
    • Created Date
    • Closed Date
    • Originated From
    • Organisations
    • Contacts
    • Country
    • Product Quantity
    • Amount
    • Currency
    Action
    Write
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jeffreyai logo
About JeffreyAI
JeffreyAI is a smart engagement platform that assists you in lead management and proactively works with your sales people to close your next deal.
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Related categories
  • CRM (Customer Relationship Management)
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    customgptai logo
    customgptai logo
    About CustomGPT
    CustomGPT builds your own AI-powered chatbot with your business content. Easy, no-code platform used by total beginners as well as advanced developers.
    Learn moreHelp
    Related categories

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