Send Salesforce deals to a Teams channel with a ChatGPT summary
Sharing deal wins across teams is important—but manually crafting summaries takes time. This Zap triggers when a deal is updated or closed in Salesforce, uses ChatGPT to create a concise summary, and posts it directly to a Microsoft Teams channel. It’s a simple way to keep cross-functional teams informed and aligned without adding extra work.
Sharing deal wins across teams is important—but manually crafting summaries takes time. This Zap triggers when a deal is updated or closed in Salesforce, uses ChatGPT to create a concise summary, and posts it directly to a Microsoft Teams channel. It’s a simple way to keep cross-functional teams informed and aligned without adding extra work.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this...Conversation (Legacy)
Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
- then do this!Send Bot Message
Sends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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