Use Zapier to Automatically Update Your CRM After Every Sales Call [AI Use Case]

Published: 09 September 2024
on channel: Zapier

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Next in our series for AI use cases, use Zapier to automatically update your CRM after every sales call. It's easy, and Kushank Aggarwal walks you through it! In this 4-step Zap, add your meeting transcript to Google Sheets, extract the data with OpenAI ChatGPT, and then create a record in your CRM (we'll be using Zapier Tables). Follow along to get your team's sales call notes efficiently organized.

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