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OpenAI (ChatGPT) + Solve CRM

Connect OpenAI (ChatGPT) and Solve CRM to Build Intelligent Automations

Choose a Trigger

OpenAI (ChatGPT)

When this happens...

Choose an Action

Solve CRM

Automatically do this!

Ready to use OpenAI (ChatGPT) and Solve CRM automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Triggered when a new company record is created in Solve360.

New Contacts

New Contacts

Triggers when you add a new contact.

New Tagged Contact

New Tagged Contact

Triggers when a specific tag is applied to a contact.

Update Contact

Update Contact

Triggers when update a contact.

Request a new Trigger for OpenAI (ChatGPT)

Do thisActions

Action is the task that follows automatically within your OpenAI (ChatGPT) integrations.

Ask AI

Ask AI

Generates a response based on your prompt.

Generate Image

Generate Image

Creates an image.

Extract Data from File Url

Extract Data from File Url

Extract data from audio, PDF, or image file by Url.

Create Conversation

Create Conversation

Create a conversation.

Create a Company

Create a Company

Creates a new company record in Solve360.

Create a Contact

Create a Contact

Creates a new contact in Solve360.

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Frequently Asked Questions

How do I start an integration between OpenAI (ChatGPT) and Solve CRM?

To start, connect both your OpenAI (ChatGPT) and Solve CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in OpenAI (ChatGPT) triggers actions in Solve CRM (or vice versa).

Can we customize how data from OpenAI (ChatGPT) is recorded in Solve CRM?

Absolutely. You can customize how OpenAI (ChatGPT) data is recorded in Solve CRM. This includes choosing which data fields go into which fields of Solve CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between OpenAI (ChatGPT) and Solve CRM?

The data sync between OpenAI (ChatGPT) and Solve CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from OpenAI (ChatGPT) to Solve CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between OpenAI (ChatGPT) and Solve CRM?

Yes, you can set conditional logic to control the flow of data between OpenAI (ChatGPT) and Solve CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

OpenAI (ChatGPT)

About OpenAI (ChatGPT)

ChatGPT is an AI-powered chatbot that helps users with a wide range of tasks, including answering questions, generating text, brainstorming ideas, and assisting with coding. It provides natural and engaging conversations, making it useful for learning, productivity, and entertainment.

AI ToolsDeveloper Tools
Learn More
Solve CRM

About Solve CRM

Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.

CRMProject Management
Learn More

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