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Hi, I'm looking for help on creating a zap with customgpt.ai, where the Zap uses information from all fields in a customgpt.ai. conversation, currently the Zap is only picking up content in the first message of the conversation and not from the entire thread. The purpose of this integration is to extract contact information (name, email, phone number) from users to generate leads. The current integration works well (but only extracts information from the first message in the conversations).

I am using the following zap sequence.

  1. App: CustomGPT, Event: Input “CustomGPT New Conversation” (source of content)
  2. App: Formatter by Zappier, Event: Number (to extract telephone numbers from the user's conversation - input “CustomGPT New Conversation”)
  3. App: AI by Zappier, Configuration Prompt: “I want to extract lead data. Please pull the user's name, email address and any other contact information. Also provide a summary of the conversation and include any numbers that the user provides in the summary”. Output fields (Name, Email, Telephone, Summary of Conversation)
  4.  App: Zappier Tables. The creates records with name, email, telephone number and summary of conversation.

Everything works as long as the data is in the first message of a customgpt.ai conversation, if the user includes their contact information in other messages in the conversation thread the data is not retrieved in the zap. 

So, I'm looking for a way to extract a user's contact information from a customgpt.ai conversation, irrespective if the data is in the first message or in other messages of the conversation thread.

Please note I have zero coding experiencing and am a no code novice.

Thanks

AGM

Hi ​@AGM,

 

Welcome to the Community.

 

It seems your Zap is only capturing the first message of the conversation due to the "CustomGPT New Conversation" trigger. To capture all messages, use the CustomGPT "New Message" trigger. If not, you can use Zapier's Looping feature to process each message in the conversation and extract the data. Alternatively, use Formatter to split the conversation into individual messages if combined into one field. Update your AI prompt to ensure it recognizes contact details in all parts of the conversation.

 

I hope this helps. Let us know if you need further assistance.

Hi Jammer, 

Thanks for your suggestion. I'm going to try the “new message” trigger instead and see how this works out first.

Regards,

AGM

Hi ​@AGM,

 

Just keep us in the loop so we can further assist you if needed. Thank you.

Hi Jammer,

Thanks for your help again, let me walk you through my last set of steps (unfortunately, I still only have partial success). I ran the tests in the configuration phase of each step and at the end of the Zap – the outcome was successful. The tool had extracted contact information from the 3rd message in the conversation and created a record in the table. However, after publishing and testing the Zap “live” it didn’t pull in any contact details – whether information was in the first message or later messages in the session. 

Regards,

AGM

Hi ​@AGM,

 

If your Zap works during setup but not when live, possible causes include delays in triggering, filters preventing activation, incorrect trigger event settings, or data formatting issues. Try reviewing these factors, and if the issue persists, contact Zapier Support for further assistance.

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