Brevo + Salesforce + ChatGPT (OpenAI)
Segment Salesforce leads with ChatGPT and send Brevo email
Targeted email outreach starts with effective lead segmentation—but doing it manually in Salesforce can be time-consuming. This Zap uses ChatGPT to automatically analyze and segment new Salesforce leads based on your chosen criteria, then sends a personalized email through Brevo. It streamlines your lead qualification process and ensures every message reaches the right audience at the right time.
Targeted email outreach starts with effective lead segmentation—but doing it manually in Salesforce can be time-consuming. This Zap uses ChatGPT to automatically analyze and segment new Salesforce leads based on your chosen criteria, then sends a personalized email through Brevo. It streamlines your lead qualification process and ensures every message reaches the right audience at the right time.
- When this happens...
Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
TriggerPollingZapier checks for new data every 15 min on the Free plan - 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.
ActionWriteCreate a new record or update an existing record in your app. - then do this!
Send Transactional EmailSends an email from your Brevo account with HTML or plain text content.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMessage
ImageRequired
Max Tokens
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be AnalyzedRequired
Info 1
Max Tokens
ModelRequired
Temperature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Moderation ModelRequired
Text to be classifiedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ModelRequired
User MessageRequired
Instructions
Memory Key
Images
File Clarification
Files
Max Tokens
Tools
Response Format
Tool Choice
Info 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Assistant
Assistant Name
Assistant Instructions
Model
Tools
Conversation ID
New Files
Existing Files
Response Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
New Files
Existing Files
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unstructured TextRequired
ModelRequired
DescriptionRequired
Values to ExtractRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
PromptRequired
Temperature
Maximum Length
Stop Sequences
Top P
Frequency Penalty
Presence Penalty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
TextRequired
VoiceRequired
Response Format
Speed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Purpose
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filename To Search ForRequired
File Purpose To Search For
ActionThis is an event a Zap performs.SearchFind existing data in your appName To Search ForRequired
Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Contact Added
Triggers when a Brevo contact is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDescription of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update if Contact ExistsRequired
Email
Mobile number of contact (SMS)
Email Blacklisted
SMS Blacklisted
Lists
Lists Update Type
Attributes (Deprecated)
Treat values as category ID for attributes of type `category`
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update if the deal already existRequired
Deal name or IDRequired
Use Category IDs for Attributes
Deal PipelineRequired
Deal StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Cc
Bcc
Sender Name
Sender EmailRequired
Reply to Name
Reply to EmailRequired
SubjectRequired
HTML Content
Text Content
Attachments Url
Attachment Files
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email of contactRequired
Lists to unsubscribeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMessage
ImagesRequired
Max Tokens
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be AnalyzedRequired
ModelRequired
Analysis TypeRequired
Info 1
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User MessageRequired
ModelRequired
Use Latest Stable Version
Memory Key
User Name
Assistant Name
Assistant Instructions
Max Tokens
Temperature
Top P
Info 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be ClassifiedRequired
CategoriesRequired
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Language of the Audio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unstructured TextRequired
ModelRequired
DescriptionRequired
Values to ExtractRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PromptRequired
Model
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be SummarizedRequired
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Temperature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient NameRequired
Recipient EmailRequired
From NameRequired
Email PromptRequired
ToneRequired
Body TypeRequired
Info 3
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name To Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
DocumentsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilename To Search ForRequired
File Purpose To Search For
FileRequired
Purpose
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDescription of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
List NameRequired
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update if the company already existRequired
Company name or IDRequired
Use Category IDs for Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name or IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email of contact
Mobile number of contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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