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Zapier makes it easy to integrate Salesforce with ChatGPT (OpenAI) - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
ChatGPT (OpenAI)
ChatGPT (OpenAI)
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Analyze Images" in ChatGPT (OpenAI).
You’re connected!
Zapier seamlessly connects Salesforce and ChatGPT (OpenAI), automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Message
Image
Required
Max Tokens
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Text to Be Analyzed
Required
Info_1
Max Tokens
Model
Required
Temperature
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Moderation Model
Required
Text to be classified
Images to Moderate
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Model
Required
User Message
Required
Instructions
Info_2
Use Prompt Template
Images
File_clarification
Files
Max Tokens
Tool Choice
Parallel Tool Calls
Max Tool Calls
Tools
Response Format
Advanced_warning
Memory Key
Prompt Cache Key
Safety Identifier
Metadata
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Image
Required
Mask
Prompt
Required
Model
End user ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Prompt
Required
Model
Duration (seconds)
Resolution
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Unstructured Text
Required
Model
Required
Description
Required
Values to Extract
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info_1
Info_2
Model
Required
Prompt
Required
Temperature
Maximum Length
Stop Sequences
Top P
Frequency Penalty
Presence Penalty
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info_1
Info_2
Model
Required
Text
Required
Voice
Required
Response_format
Speed
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Recipient Name
Required
Recipient Email
Required
From Name
Required
Email Prompt
Required
Tone
Required
Body Type
Required
Info_3
Model
Required
Max Tokens
Temperature
Top P
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Response ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Query
Required
Documents
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Salesforce and ChatGPT (OpenAI) with AI agents and code
Beyond Zap workflows. Call Salesforce and ChatGPT (OpenAI) actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and ChatGPT (OpenAI) actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Analyze Images
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Salesforce and ChatGPT (OpenAI)
Identify sensitive content in Salesforce Cases.
When a new Salesforce case is created, Zapier sends the case text to ChatGPT for moderation checks. This allows IT teams to identify and act on any sensitive or inappropriate content immediately, improving compliance and security protocols.
When a new campaign-related case is updated in Salesforce, Zapier sends the case details to ChatGPT for text summarization. This helps marketing teams quickly identify key trends or concerns from case updates and adjust campaign strategies accordingly.
Learn how to automate Salesforce on the Zapier blog
Learn how to automate ChatGPT (OpenAI) on the Zapier blog
Make work flow with AI
Level up your Salesforce to ChatGPT (OpenAI) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + ChatGPT (OpenAI) integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and ChatGPT (OpenAI)
What is Salesforce integration with ChatGPT?
Salesforce integration with ChatGPT involves connecting Salesforce's CRM functionalities with ChatGPT, enabling automated customer interactions, data retrieval, and management tasks directly within the chat interface.
How do triggers work in the Salesforce-ChatGPT integration?
Triggers in the Salesforce-ChatGPT integration are predefined conditions or events in Salesforce that initiate a response or action from ChatGPT. These could range from new lead creation to updates in existing records.
What kind of actions can be performed in Salesforce through this integration?
Actions performed through this integration include creating new records, updating existing ones, retrieving customer information, and even automating customer service responses based on specific Salesforce triggers.
Can I use custom fields from my Salesforce account when interacting with ChatGPT?
Yes, our integration allows you to access and utilize custom fields from your Salesforce account. This customization ensures more personalized and relevant interactions with your database through ChatGPT.
Is there a way to automate responses to customer inquiries using this integration?
Absolutely, responses can be automated by setting up specific triggers in Salesforce that prompt ChatGPT to generate a reply based on predefined templates or AI-generated responses tailored to the inquiry's context.
Are there security measures in place for data shared between Salesforce and ChatGPT?
We ensure that all data shared between Salesforce and ChatGPT is thoroughly encrypted during transmission. Moreover, strict access controls are implemented to maintain confidentiality and integrity of the data.
Does the integration require any coding skills or technical support?
While we have designed the integration to be as seamless as possible without requiring extensive coding knowledge, having some basic understanding of both platforms will enhance the setup process. Our team is available for any necessary technical support.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
