How to build Zapier→ChatGPT sales follow-up workflow
Looking for a step-by-step to trigger ChatGPT prompts from Zapier when CRM fields change and send emails with tracking. Need reliability tips and rate-limit handling for 10k contacts/month.
Answers
Approved replies, operator insight, and tactical follow-up from the community.
Step-by-step: 1) Zap trigger on CRM record change. 2) Filter/Path to select contacts needing follow-up. 3) Formatter: build prompt with name, last touch, product, notes. 4) Action: call ChatGPT via Zapier's OpenAI or Webhook. 5) Persist output (Google Sheet/Airtable) and enqueue for send. 6) Send via transactional ESP with tracking params.
Reliability/rate-limit tips: batch requests, exponential backoff on 429s, use a queue (Sheets/Airtable/Redis), idempotency keys, dead-letter queue and monitoring/logging.
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