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.

When this happens...
New Lead
Triggers when a new Lead is created.
TriggerPolling
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.
ActionWrite
then do this!
Create Record
Creates a new record on a table.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Message
- ImageRequired
- Max Tokens
Action
Write
- Text to Be AnalyzedRequired
- Info 1
- Max Tokens
- ModelRequired
- Temperature
Action
Write
- Copy
- Moderation ModelRequired
- Text to be classifiedRequired
Action
Write
- ModelRequired
- User MessageRequired
- Instructions
- Memory Key
- Images
- File Clarification
- Files
- Max Tokens
- Tools
- Response Format
- Tool Choice
- Info 2
Action
Write
- MessageRequired
- Assistant
- Assistant Name
- Assistant Instructions
- Model
- Tools
- Conversation ID
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- Unstructured TextRequired
- ModelRequired
- DescriptionRequired
- Values to ExtractRequired
Action
Write
- Info 1
- Info 2
- ModelRequired
- PromptRequired
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info 1
- Info 2
- ModelRequired
- TextRequired
- VoiceRequired
- Response Format
- Speed
Action
Write
- FileRequired
- Purpose
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search ForRequired
- File Purpose To Search For
Action
Search
- Name To Search ForRequired
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- FieldRequired
- Summary FormulaRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Calculate FieldRequired
- Aggregate FunctionRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Name
- Description
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Message
- ImagesRequired
- Max Tokens
Action
Write
- Text to Be AnalyzedRequired
- ModelRequired
- Analysis TypeRequired
- Info 1
Action
Write
- User MessageRequired
- ModelRequired
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info 2
Action
Write
- Text to Be ClassifiedRequired
- CategoriesRequired
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- FileRequired
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Unstructured TextRequired
- ModelRequired
- DescriptionRequired
- Values to ExtractRequired
Action
Write
- PromptRequired
- Model
- User
Action
Write
- Text to Be SummarizedRequired
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- FileRequired
- Prompt
- Response Format
- Temperature
Action
Write
- Recipient NameRequired
- Recipient EmailRequired
- From NameRequired
- Email PromptRequired
- ToneRequired
- Body TypeRequired
- Info 3
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- Name To Search ForRequired
Action
Search
- QueryRequired
- DocumentsRequired
Action
Search
- Filename To Search ForRequired
- File Purpose To Search For
- FileRequired
- Purpose
Action
Search or write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Trigger
Instant
Try It
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Record IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Write
- Table NameRequired
Action
Search
- Table IDRequired
- Zap Id
- Zap Step Id
- Zap Path Run Id
Action
Search or write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Zapier Tables

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

Learn more

Related categories

About ChatGPT (OpenAI)

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

Learn more

Salesforce + Zapier Tables + ChatGPT (OpenAI)

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

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Analyze Image Content With Vision (Legacy)

Analyze Text Sentiment (Legacy)

Check Moderations

Conversation

Conversation With Assistant (Legacy)

Create Vector Store

Extract Structured Data

Send Prompt

Convert Text to Speech

Upload File

API Request (Beta)

Find File

Find or Create Assistant

Trigger Zap Button Clicked

New or Updated Record

Summary Formula Updated

Calculate Summary Formula

Create Record

Duplicate Table

Update Record

Find Records

Get Summary Formula Values

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

Analyze Images

Analyze Text

Conversation (Legacy)

Classify Text (Legacy)

Create Assistant

Create Transcription

Extract Structured Data (Legacy)

Generate An Image

Summarize Text (Legacy)

Create Translation

Write an Email

Find Assistant

Search Embeddings

Find or Create File

New or Updated or Deleted Record

New Record

Updated Record

Continue Zap Button Clicked

Delete Record