3 Ways to Automate Your Sales Workflow with GPT-3

If you want to book more meetings and sign more deals, you should:

✔️ Target the most qualified leads
✔️ Use prospects’ correct information
✔️ Track and react promptly to prospects’ replies

But manually researching lead quality and tweaking their data takes time and can lead to human error. Not to mention all the replies you need to track, one by one, to ensure you don’t miss out on any opportunity…

Luckily, this can be automated thanks to GPT-3, an AI-based model that can save you hours of manual sales effort.

In this article, you’ll get three GPT-3 use cases that can help you improve sales productivity and boost business growth.

#1 Target the most qualified accounts

To boost your sales workflow efficiency, you should identify the most profitable targets and where to put your sales efforts before reaching out. But once you generate leads, how can you know which ones bring the most revenue without spending hours on manual research?

You can use OpenAI GPT-3 to automatically enrich the list of prospective companies with their:

• Market (B2B or B2C)
• Industry
• Target Audience
• Value Proposition

All you need is their website URL, so GPT-3 can analyze its text and categorize companies' data.

Here’s a 5-step process to automatically enrich companies in your HubSpot CRM via make platform:

→ If you don’t have a make account, you can start your free trial at make.com

1. Download the blueprint JSON here
2. Log in to make app and click on Scenarios
3. Choose to Import Blueprint

4. For each module, you'll have to authenticate yourself

• HubSpot → Use 0Auth
• OpenAI → add your API key

 If you already don't have an OpenAI account, go to openai.com to sign up

Once you access your account:

1. Click on your name in the top-right corner
2. Choose to View API Keys
3. Create a new secret key

5. Activate your new workflow

#2 Ensure you use the correct prospects’ data

Seeing “hey, I saw you are working at Google LLC” in the cold email doesn’t look good. Neither does “hey Anna 🚀, I noticed…” Even with the best targeting and copywriting, misspelling your prospects’ data can categorize you as a spammer and ruin all your outreach efforts.

This happens especially in automated outreach, where you scrape data and send it to your email automation tool. 

For example, your {{firstName}} variable can be full of:

- names that aren’t capitalized correctly
- emojis and special characters
- useless whitespaces before or after

Or, your {{companyName}} variable may include:

• legal entity abbreviations, e.g., LLC, Inc., Pvt Ltd
• emojis and special characters
• unnecessary context, e.g.,  "we are hiring 🚀"

To get replies to your cold emails and close sales, you should clean your data before outreach tool import.

Here’s an 8-step process on how to do it in Google Sheets:

1. Install Cargo add-on
2. Go to Google Sheets
3. In the Extensions option, click on your new extension

4. Enter your OpenAI API key
5. Choose the template for the action you want, e.g., “Clean company name”

6. Map the variable you want to clean

7. Select rows with data you want to clean, including the output column

8. Run the script

#3 Automatically categorize email replies

Getting replies from your prospect is great, but manually reviewing each reply takes hours you would rather spend on more revenue-driven tasks. 

GPT-3 can help you avoid all the manual effort and give you more accurate results. You can integrate it into the sales engagement app using make automation platform.

Here’s a 3-step process that will help you automate:

• Slack alerts when a lead is interested
• the task creation when a lead is OOO
• unsubscription of leads upon request

1. Go to the OpenAI account to get your API key

2. Go to the email automation app, such as lemlist, to get your API key

1. Go to lemlist.com and sign up for a free trial
2. In the app, click on the top left corner dropdown menu and choose Settings
3. Go to Integrations
4. Under the API section, click on Generate button (if you already don’t have the API key)

3. Create your sales automation workflow in make

1. Download the blueprint JSON here
2. Log in to make app and click on Scenarios to create a new scenario
3. Choose to Import Blueprint
4. For each module, you'll have to authenticate yourself

• lemlist → add your API key
• HubSpot → Use 0Auth
• OpenAI → add your API key

5. Save your module and activate it

The key takeaways

Sending well-written emails isn’t the only thing that makes your outreach campaign successful. To get replies and book meetings, you need to do proper lead preparation and promptly react to replies.

Whether you need to do lead research, correct prospect data, or categorize your emails, you can use GPT-3 to automate sales workflows and save hours of manual work.

P.S. To book more meetings with your prospects, you should make it easy for them to take the next step. Schedule 3x more meetings than a normal calendar link using "suggested times" — a feature that lets prospects book meetings in one click. Schedule a demo to see it in action!

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