Gmail + Zapier Tables + ChatGPT + Filter by Zapier + Clearbit
Capture, qualify, and nuture leads with Zapier Tables, Clearbit, and ChatGPT
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.
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.
- When this happens...New Record
Triggers when a new record is added to a table.
- automatically do this...Classify Text
Classify your text into one of your provided categories.
- then do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Find Person And/Or Company
Finds a person and their company by their email address. If the person is not found, company information only will be returned (if found).
- then do this...Conversation
Sends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.
- then do this!Create Draft
Create (but do not send) a new email message.
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