Email by Zapier + Zoho CRM + ChatGPT (OpenAI)

Generate AI-powered emails for new Zoho CRM leads and send via email

Streamline your lead engagement by using ChatGPT to create personalized email content whenever a new lead is added in Zoho CRM. The AI-generated message is then sent automatically via Email by Zapier, saving time while ensuring thoughtful outreach.

When this happens...
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
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!
Send Outbound Email
Send up to 5 emails per day on Free or Trial Zapier plans, or up to 10 emails per hour on paid Zapier plans from a custom zapiermail.com address.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write

- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write

- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
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
New Inbound Email
Triggers when an email is forwarded to your own custom
Trigger
Instant
Try It
- Zap Id
- Free Test Limitation
- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From Name
- Reply To
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write

New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- 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
- Setup Directions
Trigger
Instant
Try It

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

Learn more

Related categories

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

Related categories

Similar apps

About ChatGPT (OpenAI)

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

Learn more

Related categories

AI Assistants

Email by Zapier + Zoho CRM + ChatGPT (OpenAI)

Generate AI-powered emails for new Zoho CRM leads and send via email

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

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

New Inbound Email

Send Outbound Email

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

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 Read Receipt

About Email by Zapier

Related categories

About Zoho CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About ChatGPT (OpenAI)

Related categories