OpenAI

Integrate Salesforce with ChatGPT

Have AI review & summarize information, draft emails, make decisions, and much more.

Salesforce

Chat Completion Request

Name Name
Text *
Model gpt-4.1
Text *
Prompt Help identify the problem the customer is having.
Long Text Area *
Instructions Instructions
Long Text Area
Tools Complete Research, Draft Email, Create Case
Long Text Area

OpenAI

AI & Machine Learning Platform

Key Features

Discover what makes a ChatGPT and Salesforce integration powerful for your organization.

Content Review & Summarization

Automatically review, summarize, and extract key insights from long-form content, emails, and documents to save time and improve decision-making.

Intelligent Decision Making

Leverage AI to analyze data, make recommendations, and automate decision-making processes based on your business rules and criteria.

Text-to-Speech

Convert text into natural-sounding speech, enabling voice-enabled applications and accessibility features in your Salesforce workflows.

Speech-to-Text

Transcribe audio recordings and voice inputs into text, making it easy to capture notes, meeting minutes, and voice commands directly in Salesforce.

Extracting Data from Images

Use AI vision capabilities to extract structured data from images, PDFs, and documents. Automatically capture information from invoices, forms, and receipts.

Generating Images

Create custom images and graphics on-demand using AI. Generate marketing materials, product images, and visual content directly from Salesforce records.

Use Cases

Real-world examples of how ChatGPT integrations have helped our clients save time and money.

Automated Invoice Processing

A client needed to process hundreds of invoices being sent to them daily. We built a solution that extracts data from invoice images and automatically creates records in Salesforce and their accounting system. This reduced processing time from 15 minutes per invoice to under 30 seconds, saving the client over 40 hours per week.

90% of invoices processed automatically

Eliminated manual data entry errors

Freed up staff for higher-value work

Voice-Enabled Case Management

A customer service organization wanted to enable their field technicians to create and update cases hands-free. We integrated speech-to-text capabilities, allowing technicians to dictate case notes while working. The system automatically transcribes, categorizes, and updates Salesforce records in real-time.

Enabled hands-free case management

Reduced time to create case notes by 60%

Improved data capture accuracy

Enhanced technician productivity

AI-Powered Quality Assurance

A manufacturing company needed to review thousands of quality reports weekly. We implemented an AI system that reads inspection reports, extracts key metrics, identifies anomalies, and automatically creates quality cases in Salesforce when issues are detected.

Detected quality issues 3x faster

Automated classification of 100% of reports

Ready to Integrate ChatGPT with Salesforce?

This integration is available as a pre-built package for faster implementation. Get started today or contact us for custom requirements.