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2 min read

How to streamline sales with AI and automation

By Ellie Huizenga · June 5, 2023
Automate sales with ai and zapier hero

Sending every lead an automatic, customized sales message may have felt like a dream a few months ago, but with the explosion of AI technology, it's finally a reality. When you pair AI with an automation tool like Zapier, you can speed up your outreach and scale your sales processes without adding extra work to your plate. 

In this blog post, we'll explore how you can use Zapier with the latest AI tools to send tailored follow-up emails, generate personalized images and videos, make team collaboration easy, and better track sales analytics.

Zapier is the leader in workflow automation—integrating with 6,000+ apps from partners like Google, Salesforce, and Microsoft. Use interfaces, data tables, and logic to build secure, automated systems for your business-critical workflows across your organization's technology stack. Learn more.

Table of contents

  • Seamlessly send email follow-ups to leads

  • Automatically generate personalized videos and images

  • Make team collaboration easy

  • Streamline sales reporting and analytics

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Seamlessly send email follow-ups to leads 

If you respond quickly to a lead, you're more likely to convert them into a sale. But manually sending customized follow-ups can limit how much outreach you can do, slowing down your growth.

Use AI and automation to generate personalized email drafts in your customer relationship management (CRM) tool. That way, you can easily send tailored email responses where you track lead communication so you can scale your sales without sacrificing quality or speed. 

Generate email draft in Salesforce for new messages using OpenAI

Generate email draft in Salesforce for new messages using OpenAI
  • Salesforce logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Salesforce logo
Salesforce + OpenAI (GPT-4, DALL-E, Whisper)

Generate personalized responses in OpenAI for new HubSpot form submissions

Generate personalized responses in OpenAI for new HubSpot form submissions
  • HubSpot logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • HubSpot logo
HubSpot + OpenAI (GPT-4, DALL-E, Whisper)

Generate tailored email drafts in Pipedrive with OpenAI when you update a lead's status

Generate tailored email drafts in Pipedrive with OpenAI when you update a lead's status
  • Pipedrive logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Pipedrive logo
Pipedrive + OpenAI (GPT-4, DALL-E, Whisper)

Learn more about how to write sales emails with OpenAI and Zapier.

Automatically generate personalized videos and images

Sometimes, you need more than just text to convey your message. You want to add personalized videos to your sales outreach. When you connect your sales tools to AI with automation, you can instantly generate videos with a customized sales pitch. Keep the pace of your sales outreach high without resorting to boilerplate content.

Generate personalized videos for new Salesforce leads with Synthesia

Generate personalized videos for new Salesforce leads with Synthesia
  • Salesforce logo
  • Synthesia logo
  • Salesforce logo
Salesforce + Synthesia

Generate personalized videos for new HubSpot leads with Synthesia

Generate personalized videos for new HubSpot leads with Synthesia
  • HubSpot logo
  • Synthesia logo
  • HubSpot logo
HubSpot + Synthesia

You can also instantly generate customized images to send to prospects. Automatically each out to leads while they're still hot and catch their attention with customized content. All with no extra effort from your sales team.

Generate personalized images for new Pipedrive contacts with OpenAI

Generate personalized images for new Pipedrive contacts with OpenAI
  • Pipedrive logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Pipedrive logo
Pipedrive + OpenAI (GPT-4, DALL-E, Whisper)

Generate personalized images for new Microsoft CRM contacts with OpenAI

Generate personalized images for new Microsoft CRM contacts with OpenAI
  • Microsoft Dynamics 365 CRM logo
  • OpenAI (GPT-4, DALL-E, Whisper) logo
  • Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM + OpenAI (GPT-4, DALL-E, Whisper)

Make team collaboration easy 

When your sales team gets information right away, they can work more efficiently. For example, the faster a sales rep knows about a new lead, the faster they can cultivate them. Send messages from any of the business-critical apps you use to your task-management app using AI and automation. That way, you can triage new leads to the right person more quickly. 

Create a new Mem when you receive a new message in Chatbot

Create a new Mem when you receive a new message in Chatbot
  • ChatBot logo
  • Mem logo
ChatBot + Mem

Create a new Mem when you receive a pushed voice message with Google Assistant

Create a new Mem when you receive a pushed voice message with Google Assistant
  • Google Assistant (Legacy) logo
  • Mem logo
Google Assistant (Legacy) + Mem

Streamline sales reporting and analytics

Ready to make better decisions with real-time data? When accurate sales data is sent to the right app, you can make strategic decisions based on lead behavior. Use AI and automation to analyze and send sales data from one app to another. This saves you time and minimizes data inaccuracies across apps.

Analyze results of new closed deals in HubSpot with Roboflow and update Google Sheets

Analyze results of new closed deals in HubSpot with Roboflow and update Google Sheets
  • HubSpot logo
  • Roboflow logo
  • Google Sheets logo
HubSpot + Roboflow + Google Sheets

Use Hugging Face to process and update contacts in Pipedrive

Use Hugging Face to process and update contacts in Pipedrive
  • Pipedrive logo
  • Hugging Face logo
  • Pipedrive logo
Pipedrive + Hugging Face

Dive deeper into how to analyze and score leads with GPT-3 and Zapier

Increase sales with AI and automation 

In a world of fierce sales competition, AI and automation are the dynamic duo that helps you rise above the pack. Embrace the possibilities of AI and automation, and say hello to sales processes that scale.

Related reading: 

  • How to enrich lead info from sales forms with OpenAI

  • How to use OpenAI's GPT-3 to write business emails

  • How to create meeting summaries with OpenAI's GPT-3

  • The best AI email assistants

  • The best AI sales assistants

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'