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Salesforce + OpenAI (GPT-4, DALL-E, Whisper)

Update Salesforce records with OpenAI responses with newly-updated fields in Salesforce records

Set up this integration to easily and efficiently add AI-generated messages, summaries, and other relevant content to your Salesforce records without the need for any manual updates. With each newly-updated field in a Salesforce record, this Zap automatically updates that record in Salesforce with OpenAI's response to a custom prompt.

Set up this integration to easily and efficiently add AI-generated messages, summaries, and other relevant content to your Salesforce records without the need for any manual updates. With each newly-updated field in a Salesforce record, this Zap automatically updates that record in Salesforce with OpenAI's response to a custom prompt.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this...
    OpenAI (GPT-4, DALL-E, Whisper)OpenAI (GPT-4, DALL-E, Whisper)
    Send Prompt

    Sends a prompt to OpenAI and generate a completion.

    ActionWrite
  3. then do this!
    SalesforceSalesforce
    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?
  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It

    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It

    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    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
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About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About OpenAI (GPT-4, DALL-E, Whisper)

From the makers of ChatGPT, the OpenAI integration for GPT-3, DALL·E, or Whisper. Build AI powered workflows with OpenAI’s powerful models. An optimized ChatGPT integration is available here: https://zapier.com/apps/chatgpt/integrations
Learn more

Related categories

  • AI Tools
  • Artificial Intelligence
  • Developer Tools

Related Zap Templates

Related Zap Templates

  • Generate email draft in Salesforce for new messages using OpenAI
  • Update new Salesforce records with OpenAI responses

 

 

  • Update Salesforce leads with OpenAI responses to newly-updated Salesforce records