Salesforce + ChatGPT

Generate summaries of your leads inside your CRM with ChatGPT

Need AI to summarize any important information for you based on a prospect's record in Salesforce? Use this integration to generate summaries of leads for your business, then update that record in Salesforce so your whole team has access to what's going on.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this...
Conversation
Sends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.
ActionWrite
then do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

What does this mean?

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write

- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Message
- ImageRequired
- Max Tokens
Action
Write
- Info 1
- Info 2
- User MessageRequired
- ModelRequired
- Memory Key
- Image
- Info 3
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
Action
Write
- Text to Be ClassifiedRequired
- CategoriesRequired
- Info 1
- Max Tokens
- ModelRequired
- Temperature
- Top P
Action
Write
- MessageRequired
- Assistant
- Assistant Name
- Assistant Instructions
- Model
- Tools
- Conversation ID
- New Files
- Existing Files
- Response Instructions
Action
Write
- Unstructured TextRequired
- ModelRequired
- Temperature
- DescriptionRequired
- Values to ExtractRequired
Action
Write
- Text to Be SummarizedRequired
- Info 1
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- FileRequired
- Prompt
- Response Format
- Temperature
Action
Write
- Recipient NameRequired
- Recipient EmailRequired
- From NameRequired
- Email PromptRequired
- ToneRequired
- Body TypeRequired
- Info 3
- ModelRequired
- Max Tokens
- Temperature
- Top P
Action
Write
- Name To Search ForRequired
Action
Search
- Name To Search ForRequired
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Text to Be AnalyzedRequired
- Info 1
- Max Tokens
- ModelRequired
- Temperature
- Top P
Action
Write
- Copy
- Moderation ModelRequired
- Text to be classifiedRequired
Action
Write
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- PromptRequired
- Model
- Number of desired results
- User
Action
Write
- Info 1
- Info 2
- ModelRequired
- TextRequired
- VoiceRequired
- Response Format
- Speed
Action
Write
- FileRequired
- Purpose
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Filename To Search ForRequired
- File Purpose To Search For
Action
Search
- Filename To Search ForRequired
- File Purpose To Search For
- FileRequired
- Purpose
Action
Search or write

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ChatGPT

ChatGPT is an AI tool built by OpenAI that enables conversational automation. A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations

Learn more Help

PRODUCTS

CAPABILITIES

By team

Salesforce + ChatGPT

Generate summaries of your leads inside your CRM with ChatGPT

New Contact

New Lead

New Record

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Salesforce ObjectRequired

Use Assignment Rules

Update Contact

Record to UpdateRequired

Update Record

Salesforce ObjectRequired

Record to UpdateRequired

Use Assignment Rules

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Record(s)

Salesforce ObjectRequired

Search Results

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

Analyze Image Content With Vision

Message

ImageRequired

Max Tokens

Conversation

Info 1

Info 2

User MessageRequired

ModelRequired

Memory Key

Image

Info 3

User Name

Assistant Name

Assistant Instructions

Max Tokens

Temperature

Top P

Classify Text

Text to Be ClassifiedRequired

CategoriesRequired

Info 1

Max Tokens

ModelRequired

Temperature

Top P

Conversation With Assistant

MessageRequired

Assistant

Assistant Name

Assistant Instructions

Model

Tools

Conversation ID