Auto-generate personalized sales proposals using AI

In this tutorial, you will learn how to automatically generate personalized sales proposals for high-value clients in your CRM using Make (formerly Integromat) and OpenAI.

While we'll focus on using Make in this guide, Zapier is a valid alternative for similar results if you prefer that platform.

By automating the proposal process, you can streamline your workflow, save time, and ensure that your sales team delivers tailored proposals to high-value clients efficiently.

Objectives:

1. Define criteria for high-value clients in your CRM.
2. Create an automated workflow in Make.
3. Use OpenAI to generate personalized sales proposals.
4. Automatically draft email proposals for review.

Requirements:

• A Make (Integromat) paid account.
• CRM software (HubSpot is used in this tutorial, but others like Salesforce or Pipedrive are compatible).
• OpenAI API key for GPT models.