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Have you ever thought that it takes too long to organize sales lead information? Or do you want to follow up on business negotiations more smoothly?
By integrating Salesforce and ChatGPT, there is a way to fully utilize the data stored in Salesforce to help you with these challenges. You can automate routine tasks like generating lead summaries, creating next steps for negotiations, or drafting emails. Automating these processes would not only make your daily work smoother but also increase your team’s efficiency.
In this article, <span class="mark-yellow">we’ll dive into the powerful capabilities of Salesforce ChatGPT integration and walk you through step-by-step on how to set this up easily</span>.
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In this guide, you'll learn the step-by-step process of how to use Yoom to connect Salesforce and ChatGPT to <span class="mark-yellow">create a Flowbot that automatically generates a summary of the lead and stores it directly in Salesforce whenever a lead is added to Salesforce</span>.
Yoom offers ready-made templates to connect Salesforce and ChatGPT data for effective automation. Click the "Try it" button to get started now!
We’ll also walk you through the step-by-step process of creating this automation flow in the following section of this article.
By integrating Salesforce with ChatGPT, you can automatically link data between the two platforms, <span class="mark-yellow">enabling a range of automated tasks</span>.
Here are some practical, ready-to-use templates that you can try out. Just click on the "Try It" button to get started quickly!
Whenever a new lead is added to Salesforce, ChatGPT automatically generates a detailed summary of the lead and stores it in Salesforce.This flow streamlines lead management, helping your sales team quickly access and understand lead information for more efficient follow-ups.
This flow creates an auto-reply email draft whenever a new lead is registered in Salesforce. This automation ensures fast and effective initial communication, improving the speed and quality of sales responses.
This flow automatically creates the next action plan with ChatGPT whenever a Salesforce opportunity stage is updated. This automation ensures quick and accurate follow-ups by outlining the next steps for the sales representative.
Let's walk through <span class="mark-yellow">how to set up a flow that automatically summarizes the lead information with ChatGPT and stores it directly in Salesforce whenever a lead is added to Salesforce</span>.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
If you don’t have a Yoom account yet, register now using this registration form!
⚠️ Note: Salesforce integration is only available on the Yoom’s paid plans. If you’re using the Free plan, your Flowbot may face errors due to limited access. But don’t worry - we offer a 2-week free trial! You can try all features without restrictions. For more information about Yoom and its plans, visit our Yoom Help Center.
⚠️ Note: To run ChatGPT (OpenAI) actions, you’ll need a paid OpenAI API plan. Make sure you have your payment set up ready for smoother transactions when the API usage fees are incurred. For more details, visit OpenAI API Pricing.
After logging into Yoom, go to "My Apps" from the left side menu, and click the "+ Add" button.
⚠️ Note: Before connecting Salesforce with Yoom, make sure to configure your session settings. For more detailed instructions, refer to this guide here.
Search "Salesforce" from the app list, and select it.
On the Salesforce login screen, enter your username and password to log in.
⚠️ Note: If you use a Salesforce account that’s already linked to other services, the integration with Yoom may not function correctly.
Click "Allow" on the access confirmation screen.
Search for "ChatGPT" from the app list and select it.
Enter the account name.
Use a name that's easy to recognize, such as your company name or the person responsible for the account.
To get your access token, follow the instructions in this guide.
Once all the required fields are filled in, click "Add" to complete registration.
Click the "Try It" button to copy the pre-built template into your project.
Click "Try this template".
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
Click on the Salesforce app trigger action.
Give your trigger a title (optional). Confirm the pre-configured settings and click “Next”.
Set your trigger interval (how often you want Yoom to check Salesforce for new updates). It can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. We recommend setting the trigger to the shortest activation interval available for your plan.
⚠️ Note: The trigger interval varies depending on your Yoom plan. Be sure to check your current plan’s limit.
Once set, click “Test”. If the correct Salesforce information is reflected in the retrieved value, click “Save”.
📚 Reference: For more details on retrieved values and how to set it up, see the guide here.
Next, click on the ChatGPT action.
Give your action a title (optional) and confirm the pre-configured settings. Then click “Next”.
Let’s create an instruction to ChatGPT.
Then select the retrieved values from Salesforce in the previous step. Choose the lead information you want to use for generating a summary with ChatGPT.
For this example, we’ve put Last Name, First Name, and Company Name from Salesforce’s retrieved value.
Once you’ve entered the required details, click “Test” to run the test. After the test completes successfully, click “Save” to finalize the setup.
Let’s set up an action to add the generated summary in Salesforce. Click on the last Salesforce action item.
Give your action a title (optional) and confirm the pre-configured settings. Specify which database to connect to, then click “Next”.
Set up the following sections.
Set Conditions to Find Records to Update
For this example, we select Account Name = Company Name.
Define New Values to Update
Once you’ve completed the entry, click "Test".
After a successful test, the Salesforce record will be updated. Once the update is confirmed, click "Save".
This completes the flow of 【When a lead is added in Salesforce, automatically generate an overview with ChatGPT and store it in Salesforce】.
Toggle the "Trigger On" button to activate your flow!
Check if the Flowbot you set up is working properly.
That's it! Your Flowbot is ready 😊
By linking Salesforce and ChatGPT, you can unlock a range of automation possibilities. Here are some examples you can explore for your next automation!
With Salesforce and ChatGPT integration, you can easily overcome challenges like organizing lead information, generating action plans and streamlining customer support. In this article, we focused on how to set up automatic lead summaries to improve follow-ups on deals. This integration can reduce manual work, allowing your sales team to stay focused and on top of their tasks.
Best of all, no technical expertise is needed, and anyone can easily set it up! Ready to simplify your workflows? Sign up for Yoom and try it today!
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