Salesforce + Perplexity
Generate AI-powered insights for new Salesforce leads and attach them as files
Enhance your lead records by generating AI-driven insights using Perplexity whenever a new lead is created in Salesforce. This integration creates a chat-based summary or analysis, then automatically attaches it as a file to the lead’s record in Salesforce.
Enhance your lead records by generating AI-driven insights using Perplexity whenever a new lead is created in Salesforce. This integration creates a chat-based summary or analysis, then automatically attaches it as a file to the lead’s record in Salesforce.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this...Chat Completion
Generates a model's response for the given chat conversation.
- then do this!Add File to Record
Adds an existing file to an existing Record.
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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About Perplexity
Perplexity is a search engine that uses AI to answer questions and provide information.