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A video of Ryan Richards from Zapier showing how to build a lead management system with Zapier Tables, Clearbit, and ChatGPT.

Zapier tutorials

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Zapier Tables

Zapier Chatbots

Clearbit

ChatGPT

Gmail

Filter by Zapier

Watch Zapier's Ryan Richards build a lead qualification system enhanced by ChatGPT with Zapier's powerful automation tools.

Learn how to build an AI-powered lead qualification system with Zapier

This Zap creates an automated lead management system powered by AI that captures, qualifies, and nurtures your leads. To get started, connect your lead capture source to a Zapier Table so the table receives the lead's name and email address. The Zap will trigger every time a new record is created in the table. Next, ChatGPT categorizes the lead's email address to determine if it's from a business or free email provider. A filter step then allows the Zap to continue only for business email addresses. Next, Clearbit adds additional details about the lead and their business. ChatGPT then uses that information to compose a customized message inviting your lead to schedule a live demo. This message is then added to a draft email your sales team can quickly review and send.

Zapier Tables is a no-code database built for automation.

Triggers when a button is clicked on a record.

Trigger Zap Button Clicked

Triggers when a record is added, updated, or deleted in a table.

New or Updated or Deleted Record

Triggers when a record is added or updated on a table.

New or Updated Record

Triggers when a new record is added to a table.

New Record

Triggers when a Summary Formula value has changed.

Summary Formula Updated

Triggers when a record is updated on a table.

Updated Record

Find Record

Finds records based on a search value. Returns up to 1000 records.

Find Records (Output as Line Items)

Find Table

Gets all calculated Summary Formula values for a Table.

Get Summary Formula Values

Find or Create record

Calculates a Summary Formula for a Field.

Calculate Summary Formula

The Zap will run until this step, then wait until a Continue Button is clicked.

Continue Zap Button Clicked

Create Record

Create Table

Delete Record

Create a new table with an existing table as a template.

Duplicate Table

Increments a value on a number field of a record.

Increment Value

Update Record

Changes the state (enabled or disabled) and label of a button on an existing record.

Change Button State

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

Custom Actions (Beta)

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

API Request (Beta)

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Set up rules to specify when this Zap can continue running.

Only continue if...

Clearbit is a data API that lets you enrich your person and company records with social, demographic, and firmographic data.

Find a Company by Domain

Find a Company's Domain by Name

Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).

Find Person And/Or Company

Find Person

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn how to build an AI-powered lead qualification system with Zapier

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