Company
Date Published
Author
Krystina Martinez
Word count
2707
Language
English
Hacker News points
None

Summary

You want to provide a good buying experience for your leads, but researching and gathering context for each prospect becomes tougher as you scale. With Zapier and OpenAI, you can gather additional information about each lead without extra effort and keep your sales pipeline moving by creating automated workflows called Zaps that connect critical apps to AI tools. You'll create a Zap that uses OpenAI's GPT-3 to gather more information about your new lead and attach it to a contact record in your customer relationship management (CRM) tool, such as HubSpot. To start, you need an OpenAI account and API key, a lead source with at least one submission, and a CRM tool that tracks leads and sales activity. The Zap will consist of several steps: adding an OpenAI step to generate more information about the lead, searching for existing CRM records to prevent duplicate records, and attaching a note to the lead with the generated information. Once you've completed these steps, your Zap is ready to use, allowing you to work more efficiently by leveraging AI and automation to enrich leads and improve the buyer experience.