ConditionalVisibility

new-products-promo

write-sales-emails-with-AI-01-final-workflow

write-sales-emails-with-AI-02-salesforce-trigger

write-sales-emails-with-AI-03-object-field

write-sales-emails-with-AI-04-updated-trigger

write-sales-emails-with-AI-05-trigger-test

write-sales-emails-with-AI-06-select-test-data

write-sales-emails-with-AI-07-find-record

write-sales-emails-with-AI-08-contentnote

write-sales-emails-with-AI-09-owner-id

write-sales-emails-with-AI-10-id-value

write-sales-emails-with-AI-11-no

write-sales-emails-with-AI-12-search-result

write-sales-emails-with-AI-13-send-prompt

gpt3.5 turbo instruct

write-sales-emails-with-AI-15-prompt

write-sales-emails-with-AI-16-text-preview

write-sales-emails-with-AI-17-settings

write-sales-emails-with-AI-18-penalties

write-sales-emails-with-AI-19-prompt-test

write-sales-emails-with-AI-20-outlook-action

write-sales-emails-with-AI-21-map-email

write-sales-emails-with-AI-23-email-format

write-sales-emails-with-AI-24-map-prompt

write-sales-emails-with-AI-25-email-test

write-sales-emails-with-AI-26-draft

Zapier tutorials

openai-microsoft-outlook-hero

Microsoft Outlook

Salesforce

OpenAI

Spending too much time writing cold sales emails that don't convert? Learn how to use OpenAI and Zapier to draft tailored sales emails.

How to write sales emails with OpenAI and Zapier

Create more personalized outreach with this integration. Whenever a specific field is updated on a Salesforce record, this Zap will search for related objects—like a note, deal, or product—and use OpenAI to draft a personalized email in Microsoft Outlook. No more boring email templates!

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

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

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

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)

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)

From the makers of ChatGPT, the OpenAI integration for GPT-3, DALL·E, or Whisper. Build AI powered workflows with OpenAI’s powerful models. 

An optimized ChatGPT integration is available here: https://zapier.com/apps/chatgpt/integrations

OpenAI (GPT-4, DALL-E, Whisper)

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

Search Embeddings

Analyzes text for positive, negative or neutral sentiment.

Analyze Text Sentiment

Classify your text into one of your provided categories.

Classify Text

Use the moderation action to check for hate, hate/threatening, self-harm, sexual, sexual/minors, violence, or violence/graphic content in text.

Check Moderation

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

Create Transcription

Translates an audio or video file into English using Whisper.

Create Translation

Generate an image with DALL·E 2 given a prompt.

Generate Image With DALL·E 2

Generate an image with DALL·E 3 given a prompt.

Generate Image With DALL·E 3

Sends a prompt to OpenAI and generate a completion.

Send Prompt

Summarize Text

Convert Text to Speech

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

How to write sales emails with OpenAI and Zapier

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