Pipedrive + Read AI + ChatGPT (OpenAI)
Create follow up email with ChatGPT to Read AI notes and store in Pipedrive as a note
Manually summarizing meetings and logging follow-ups in your CRM eats up valuable time—especially in sales. With this Zap, Read AI meeting notes are sent to ChatGPT to generate a tailored follow-up message, which is then automatically saved as a note in Pipedrive. This keeps your CRM up to date with high-quality messaging, so you can stay focused on moving deals forward.
Manually summarizing meetings and logging follow-ups in your CRM eats up valuable time—especially in sales. With this Zap, Read AI meeting notes are sent to ChatGPT to generate a tailored follow-up message, which is then automatically saved as a note in Pipedrive. This keeps your CRM up to date with high-quality messaging, so you can stay focused on moving deals forward.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this...Conversation
(Recommended) Send a chat to OpenAI, optionally storing messages for continuous conversation. This enhanced action can also help with web search, file search, and advanced tooling such as MCP. Powered by Responses API.
- then do this!Create Note
Creates a new note.
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
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