Google Calendar + Salesforce + ChatGPT (OpenAI)
Create meeting prep with ChatGPT based on Google Calendar events and add to Salesforce
Preparing for meetings can mean digging through calendar invites and CRM records to find the right context. This Zap automates that process by using ChatGPT to generate a meeting prep summary based on upcoming Google Calendar events. The summary is then added to the related contact or opportunity in Salesforce, so your team can walk into every meeting fully informed—without the manual effort.
Preparing for meetings can mean digging through calendar invites and CRM records to find the right context. This Zap automates that process by using ChatGPT to generate a meeting prep summary based on upcoming Google Calendar events. The summary is then added to the related contact or opportunity in Salesforce, so your team can walk into every meeting fully informed—without the manual effort.
- When this happens...New Event Matching Search
Triggers when an event is created that matches a search.
- automatically do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this...Conversation With Assistant (Legacy)
Sends a message to ChatGPT and generates a response, optionally storing the message history for a continuous conversation. Powered by Assistants API.
- then do this!Create Note
Creates a new note and links it to a parent record
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