Microsoft Outlook + Salesforce + ChatGPT
Update Salesforce records with AI-generated data from Microsoft Outlook emails
Receive emails from existing contacts in Microsoft Outlook? Whether leads or existing customers drop you a line in Microsoft Outlook, you can use ChatGPT to extract important information and update those records in Salesforce with it, providing you extra AI-generated context.
Receive emails from existing contacts in Microsoft Outlook? Whether leads or existing customers drop you a line in Microsoft Outlook, you can use ChatGPT to extract important information and update those records in Salesforce with it, providing you extra AI-generated context.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this...Conversation
Sends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.
- then do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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