ChatGPT (OpenAI) + Redtail CRM
Create ChatGPT conversations from new Redtail CRM activities
Effortlessly keep track of new activities in Redtail CRM and spark relevant conversations in ChatGPT with this seamless workflow. Whenever a new activity is created in Redtail CRM, a conversation will be initiated in ChatGPT, ensuring you're always informed and ready to discuss important updates. Stay organized and boost communication within your team without manual intervention.
Effortlessly keep track of new activities in Redtail CRM and spark relevant conversations in ChatGPT with this seamless workflow. Whenever a new activity is created in Redtail CRM, a conversation will be initiated in ChatGPT, ensuring you're always informed and ready to discuss important updates. Stay organized and boost communication within your team without manual intervention.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- 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.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
