Fireflies.ai + Salesforce + ChatGPT (OpenAI)

Create lead in Salesforce when ChatGPT summarizes Fireflies transcripts

Digging through meeting transcripts to spot potential leads can be slow and error-prone. This Zap streamlines the process by sending new Fireflies transcripts to ChatGPT, which summarizes the conversation and identifies lead details. It then creates a new lead in Salesforce with that information, so your team can follow up faster and never miss a sales opportunity.

When this happens...
New Meeting
Triggers when a new meeting with transcripts is created.
TriggerInstant
automatically do this...
Conversation (Legacy)
Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
ActionWrite
then do this...
Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
ActionSearch
then do this!
Create Lead
Creates a new lead in Salesforce.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Trigger
Instant
Try It
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Action
Search
- Meeting Title
- Date
- Host Email
- Participant Email
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Action
Search
- Message
- ImageRequired
- Max Tokens
Action
Write
- Text to Be AnalyzedRequired
- Info 1
- Max Tokens
- ModelRequired
- Temperature
Action
Write

- Copy
- Moderation ModelRequired
- Text to be classifiedRequired
Action
Write
- ModelRequired
- User MessageRequired
- Instructions
- Memory Key
- Images
- File Clarification
- Files
- Max Tokens
- Tools
- Response Format
- Tool Choice
- Info 2
Action
Write

- MessageRequired
- Assistant
- Assistant Name
- Assistant Instructions
- Model
- Tools
- Conversation ID
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- Unstructured TextRequired
- ModelRequired
- DescriptionRequired
- Values to ExtractRequired
Action
Write
- Info 1
- Info 2
- ModelRequired
- PromptRequired
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info 1
- Info 2
- ModelRequired
- TextRequired
- VoiceRequired
- Response Format
- Speed
Action
Write
- FileRequired
- Purpose
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search ForRequired
- File Purpose To Search For
Action
Search
- Name To Search ForRequired
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- FlowRequired
- Manual flow input parameters
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Query TypeRequired
- Include Deleted Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

- Audio URL LinkRequired
- TitleRequired
- Participant Name
- Participant Email
- Participant Phone
Action
Write
- Meeting IdRequired
- Transcript Format
- Include Speaker Names
- Include Timestamps
- Notes List Format
- Custom Topics to Include
Action
Search
- Message
- ImagesRequired
- Max Tokens
Action
Write
- Text to Be AnalyzedRequired
- ModelRequired
- Analysis TypeRequired
- Info 1
Action
Write
- User MessageRequired
- ModelRequired
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info 2
Action
Write
- Text to Be ClassifiedRequired
- CategoriesRequired
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- FileRequired
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Unstructured TextRequired
- ModelRequired
- DescriptionRequired
- Values to ExtractRequired
Action
Write
- PromptRequired
- Model
- User
Action
Write
- Text to Be SummarizedRequired
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- FileRequired
- Prompt
- Response Format
- Temperature
Action
Write
- Recipient NameRequired
- Recipient EmailRequired
- From NameRequired
- Email PromptRequired
- ToneRequired
- Body TypeRequired
- Info 3
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- Name To Search ForRequired
Action
Search
- QueryRequired
- DocumentsRequired
Action
Search
- Filename To Search ForRequired
- File Purpose To Search For
- FileRequired
- Purpose
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- ReportRequired
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Fireflies.ai

Automatic notes from every meeting. Fireflies dials into your call to take notes. Automate actions by setting custom commands and alerts.

Related categories

Transcription

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

Learn more

Related categories

AI Assistants

Related Zap Templates

Create lead in Salesforce when ChatGPT summarizes Fireflies transcripts

Related Zap Templates

Create lead in Salesforce when ChatGPT summarizes Fireflies transcripts

Fireflies.ai + Salesforce + ChatGPT (OpenAI)

Create lead in Salesforce when ChatGPT summarizes Fireflies transcripts

New Meeting

Find Recent Meeting

Find Meeting by Call Details

Analyze Image Content With Vision (Legacy)

Analyze Text Sentiment (Legacy)

Check Moderations

Conversation

Conversation With Assistant (Legacy)

Create Vector Store

Extract Structured Data

Send Prompt

Convert Text to Speech

Upload File

API Request (Beta)

Find File

Find or Create Assistant

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Launch Flow

Send Email

Update Lead

Update Record (UTC)

Custom SOQL Query

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Upload Audio

Find Meeting by ID

Analyze Images

Analyze Text

Conversation (Legacy)

Classify Text (Legacy)

Create Assistant

Create Transcription

Extract Structured Data (Legacy)

Generate An Image

Summarize Text (Legacy)

Create Translation

Write an Email

Find Assistant

Search Embeddings

Find or Create File

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Run Report

Update Contact

Update Record

API Request (Beta)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About Fireflies.ai

Related categories

About Salesforce

Related categories

Similar apps