Update Salesforce leads with OpenAI responses to newly-updated Salesforce records
When you set up this integration, you’ll be able to keep your leads up to date with AI-generated messages, summaries, and other relevant content -- no added clicks or keystrokes needed. This Zap automatically updates a lead in Salesforce with OpenAI's response to a custom prompt for each newly-updated record in Salesforce.
When you set up this integration, you’ll be able to keep your leads up to date with AI-generated messages, summaries, and other relevant content -- no added clicks or keystrokes needed. This Zap automatically updates a lead in Salesforce with OpenAI's response to a custom prompt for each newly-updated record in Salesforce.
- When this happens...Updated Field on 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.).
- automatically do this...Send Prompt
Sends a prompt to OpenAI and generate a completion.
- then do this!Update Lead
Updates an existing lead in Salesforce.
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