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Explore how you can use Zapier with the latest AI tools to cultivate leads more effectively. 

How to streamline sales with AI and automation | Zapier

Explore how you can use Zapier with the latest AI tools to send tailored follow-up emails, generate personalized images and videos, make team collaboration easy, and better track sales analytics.

How to streamline sales with AI and automation 

This Zap template automatically generates a response using OpenAI when you receive a new message in Salesforce—empowering you to swiftly send personalized responses.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Salesforce

Triggers when a new Attachment is added to a case.

New Case Attachment

New Contact

Triggers when a field is updated on the object specified. It will output the old and new field values.

New Field History Tracking Event

Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.

New or Updated File on Record

New Lead

Triggers when a new outbound message is received in Salesforce.

New Outbound Message

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

New Record

Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Updated Field on Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Updated Record

Finds Child Records for a given Parent ID, and returns the Child records as line-items.

Find Child Records

Finds a record of a specified Salesforce object by up to two fields and values you choose.

Find Record

Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

Find Record(s)

Finds one or more records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause (with line item support).

Find Record(s) by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Find Record by Query

Gets all notes and attachments for a record.

Get Record Attachments

Find a record. Optionally create a record if not found.

Find or Create Record

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found.

Find or Create Record by Query

Adds an existing contact to an existing campaign.

Add Contact to Campaign

Adds an existing file to an existing Record.

Add File to Record

Adds an existing lead to an existing campaign.

Add Lead to Campaign

Convert Lead to Contact

Create Attachment

Creates records from line items and sets the parent-child relationship.

Create Child Records (with line item support)

Create Contact

Creates a new enhanced note (also known as ContentNote) with optional record attachment.

Create Enhanced Note

Create File

Create Lead

Creates a new note and links it to a parent record

Create Note

Creates a new record of a specified Salesforce object.

Create Record

Creates a new record of a specified Salesforce object. Dates use the UTC format.

Create Record (UTC)

Deletes an existing record of a specified Salesforce object.

Delete Record

Sends an email using Salesforce Simple Email Actions.

Send Email

Updates an existing contact in Salesforce.

Update Contact

Update Lead

Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

Update Record

Updates an existing record of a specified Salesforce object. Dates use the UTC format.

Update Record (UTC)

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations

Find Assistant

Find File

This best matches a query string (like "big animal") to a list of document strings (like "mouse", "cat", "buffalo", and "blue whale").

Search Embeddings

Find or Create Assistant

Find or Create File

Upload an image and send a message or question about it.

Analyze Image Content With Vision

Generate an analysis of the overall sentiment of a block of text.

Analyze Text Sentiment

Sends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.

Conversation

Classifies if text is potentially harmful.

Check Moderations

Classify your text into one of your provided categories.

Classify Text

Create Assistant

Sends a message to ChatGPT and generates a response, optionally storing the message history for a continuous conversation.

Conversation With Assistant

Creates a new transcription, using Whisper, from an audio or video file.

Create Transcription

Create Vector Store

Sends unstructured text and returns structured data using OpenAI's "Function Calling" capability.

Extract Structured Data

Generate An Image With DALL-E

Sends a prompt to OpenAI and generates a completion. _Note:_ this uses the legacy OpenAI Completions API. We recommend using `Conversation` or `Conversation With Assistant` actions instead, which are powered by the latest OpenAI APIs.

Send Prompt

Enter a block of text and generate a summary.

Summarize Text

Convert Text to Speech

Create Translation

Uploads a file so it can be used with assistants or fine-tuning.

Upload File

Writes the content of an email based on your provided prompt for use in a subsequent step.

Write an Email

Generate email draft in Salesforce for new messages using ChatGPT

With this Zap template, every time a new form is filled out in HubSpot, it generates a prompt using OpenAI. It then creates an email draft in HubSpot using ChatGPT, enabling you to effortlessly craft customized emails based on the contact details received.

HubSpot is your all-in-one stop for all of your marketing software needs.

HubSpot

New Company

Triggers when a company recently created or updated.

Company Recently Created or Updated

Triggers when a contact recently created or updated.

Contact Recently Created or Updated

Triggers when a line_item recently created or updated.

Line_item Recently Created or Updated

Triggers when a product recently created or updated.

Product Recently Created or Updated

Triggers when new custom object is available.

New Custom Object

New Deal

Triggers when a specified property is provided or updated on a Deal.

Deal Property Change

Triggers when all, or some specific new email event is available.

New Email Event

Triggers when new email timeline subscription added for the portal.

Email Subscriptions Timeline

New Engagement

New Form Submission

Triggers when new line_item is available.

New Line_item

Triggers when a calendar task is created. _(Marketing Hub Professional plans and above)_.

New Calendar Task

Triggers when a contact is added to the specified list.  _(Marketing Hub Starter plans and above)_.

New Contact in List

Triggers when a new article is added to your COS blog.

New COS Blog Article

Triggers when a new custom object is created.

Triggers when a deal enters a specified stage.

New Deal in Stage

Triggers when a specified property is provided or updated on a deal.

New Deal Property Change

Triggers when a message is posted from HubSpot to the specified social media channel.

New Social Media Message

New Ticket

Triggers when a specified property is provided or updated on a ticket.

New Ticket Property Change

New Product

Triggers when a specified property is provided or updated on a company.

New Company Property Change

Triggers when a specified property is provided or updated on a contact.

New Contact Property Change

Triggers when a specified property is provided or updated on a custom object.

New Custom Object Property Change

Updated Deal Stage

Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap.

Find Company Deprecated

Find Company

Find Contact

Find Custom Object

Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap.

Find Deal Deprecated

Find Deal

Find Associations

Get Owner by Email

Finds and retrieves CRM object pipeline stage details.

Get Pipeline Stage Details

Get Deal by ID

Get Owner by ID

Find Line_item

Find Product

Find Ticket

Find or Create Company

Find or Create Contact

Find or Create Custom Object

Find or Create Deal

Find or Create Line_item

Find or Create Product

Find or Create Ticket

Add Contact to Deal

Adds a contact to a specific static list.  _(Marketing Hub Starter plans and above)_

Add Contact to List

Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.

How to streamline sales with AI and automation

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