Connect Salesforce to ChatGPT and automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with ChatGPT - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from ChatGPT

An action is what takes place after the automation is triggered. For example, with ChatGPT, the action could be "Analyze Image Content With Vision."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to ChatGPT

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Create your first workflow

Quickly connect Salesforce to ChatGPT with a Zapier template.

Our most popular template

Generate summaries of your leads inside your CRM with ChatGPT
Premium
Details
Try it
ChatGPT + Salesforce
Create ChatGPT conversations for new Salesforce records to streamline communication
Premium
Details
Try it
Salesforce + ChatGPT
Create ChatGPT conversations for new Salesforce records
Premium
Details
Try it
Salesforce + ChatGPT
Update Salesforce records with AI-generated data from Microsoft Outlook emails
Premium
Details
Try it
Microsoft Outlook + ChatGPT + Salesforce
Create follow-up emails in Gmail for new lead forms submissions in Webflow
Premium
Details
Try it
Webflow + Salesforce + ChatGPT + 2 more
Generate AI summaries of new customer support tickets in Zendesk
Premium
Details
Try it
Zendesk + Salesforce + ChatGPT + 1 more

Generate summaries of your leads inside your CRM with ChatGPT

Premium

ChatGPT + Salesforce

Create ChatGPT conversations for new Salesforce records to streamline communication

Premium

Salesforce + ChatGPT

Create ChatGPT conversations for new Salesforce records

Premium

Salesforce + ChatGPT

Update Salesforce records with AI-generated data from Microsoft Outlook emails

Premium

Microsoft Outlook + ChatGPT + Salesforce

Create follow-up emails in Gmail for new lead forms submissions in Webflow

Premium

Webflow + Salesforce + ChatGPT + 2 more

Generate AI summaries of new customer support tickets in Zendesk

Premium

Zendesk + Salesforce + ChatGPT + 1 more

Send special offers campaigns in Mailchimp to newly churned accounts on Salesforce
Premium
Details
Try it
Salesforce + Filter by Zapier + ChatGPT + 2 more
Create meeting notes in Salesforce with Zoom and ChatGPT
Premium
Details
Try it
Zoom + ChatGPT + Salesforce

Connect Salesforce and ChatGPT to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Salesforce and ChatGPT to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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 Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write

- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write

- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Text to Be Analyzed
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
- Top P
Action
Write
- Copy
- Model
  Required
- Text to be classified
  Required
Action
Write
- Model
  Required
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- File
  Required
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Prompt
- Model
  Required
- Temperature
- Description
- Values to Extract
  Required
Action
Write
- Text to Be Summarized
  Required
- Info_1
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- File
  Required
- Prompt
- Response Format
- Temperature
Action
Write
- Name
- Recipient Email
  Required
- From Name
  Required
- Prompt
- Tone
  Required
- Body Type
  Required
- Info_3
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Name_to_search_for
  Required
Action
Search
- Query
  Required
- Documents
  Required
Action
Search
- Filename To Search For
  Required
- File_purpose_to_search_for
- File
  Required
- Purpose
Action
Search or write

- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Message
- Image
  Required
- Max Tokens
Action
Write
- Info_1
- Info_2
- Message
- Model
  Required
- Memory Key
- Image
- Info_3
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
Action
Write
- Text to be classified
  Required
- Categories
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
- Top P
Action
Write
- Message
  Required
- Assistant
- Assistant Name
- Assistant_instructions
- Model
  Required
- Tools
- Memory Key
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- Prompt
- Model
  Required
- Number of desired results
- User
Action
Write
- Info_1
- Info_2
- Model
  Required
- Text
  Required
- Voice
  Required
- Response Format
- Speed
Action
Write
- File
  Required
- Purpose
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Filename To Search For
  Required
- File_purpose_to_search_for
Action
Search
- Name_to_search_for
  Required
- Model
  Required
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

Learn how to automate Salesforce on the Zapier blog

Automate ChatGPT: get inspired on the Zapier blog

About Salesforce

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About ChatGPT

ChatGPT is an AI tool built by OpenAI that enables conversational automation. A more powerful OpenAI integration is available here: https://zapier.com/apps/openai/integrations

Related categories

Connect Salesforce to ChatGPT on the world's largest no-code automation platform

Sign up with Google