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Connect Salesforce to OpenAI

Automate workflows and sync data between Salesforce and OpenAI with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Salesforce & OpenAI?

Intelligent Automation Workflows

Leverage 2 available triggers from Salesforce to execute 8 targeted actions in OpenAI automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Salesforce and OpenAI perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Salesforce and OpenAI for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Salesforce logo

Salesforce

Triggers (2)

New Record

Triggers when there is new record

polling
New or Updated Record

Triggers when there is new or updated record

polling

Actions (5)

Run Query (Advanced)

Run a salesforce query

Auth Required
Create Object (Advanced)

Create new object

Auth Required
Update Object (Advanced)

Update object by Id

Auth Required
Batch Upsert (Advanced)

Batch upsert a record by external id

Auth Required
Bulk Upsert (Advanced)

Bulk upsert a record by external id

Auth Required
OpenAI logo

OpenAI

Actions (8)

Ask ChatGPT

Ask ChatGPT anything you want!

Auth Required
Ask Assistant

Ask a GPT assistant anything you want!

Auth Required
Generate Image

Generate an image using text-to-image models

Auth Required
Vision Prompt

Ask questions about images using GPT-4 Vision

Auth Required
Text to Speech

Convert text to speech using OpenAI TTS models

Auth Required
Transcribe Audio

Transcribe audio to text using whisper-1 model

Auth Required
Translate Audio

Translate audio to English text using whisper-1 model

Auth Required
Custom API Call

Make a custom API call to a specific endpoint

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Salesforce trigger → Create/Update in OpenAI

Most Popular
SalesforceSalesforce

New Record

OpenAIOpenAI

Ask ChatGPT

How It Works

1

Connect Apps

Authenticate your Salesforce and OpenAI accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Salesforce and OpenAI with 2 available triggers for instant updates.

Automated Actions

Execute 13 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Salesforce and OpenAI in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Salesforce and OpenAI with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

Ready to Connect Salesforce & OpenAI?

Join thousands of users automating their workflows with Mazaal AI