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, 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.
Meet Yoom: No-Code Automation
Yoom is a next-generation no-code automation that lets you connect and automate tasks between your favorite apps. Connecting different apps can be challenging for non-engineers, but Yoom makes automation accessible to everyone.
🌐 Connect with apps like Salesforce, ChatGPT, and more.
📖 Use automation templates - no technical setup required
📈 Boost productivity and reduce human errors
You don't need to go through a complex setup and IT jargon, you can build your automation workflows with just a few clicks :) It's designed for those who want to streamline their daily work and save hours of time and stress from repetitive work.
👉 Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!
In this guide, you'll learn the step-by-step process of how to use Yoom to connect Salesforce and ChatGPT to create a Flowbot that automatically generates a summary of the lead and stores it directly in Salesforce whenever a lead is added to Salesforce.
✔️ For Those Who Want to Try It Right Away
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.
When a lead is added in Salesforce, automatically generate a summary with ChatGPT and store it in Salesforce.
■Overview In this flow, every time a new lead is registered in Salesforce, a summary is automatically generated using ChatGPT. This summary is automatically saved within Salesforce, allowing the sales team to grasp important information about the lead, improving the quality of follow-ups. With Yoom, you can easily connect applications without the need for programming.
■Recommended for ・Sales representatives who use Salesforce for lead management and want to enhance information consistency ・Marketing professionals interested in using ChatGPT for automatic generation of sales materials and lead information ・IT professionals and system administrators who want to streamline operations by integrating multiple tools ・Executives and team leaders who want to focus on other important tasks by saving time on organizing information when adding leads
■Notes ・You need to connect Salesforce and ChatGPT to Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To execute ChatGPT (OpenAI) actions, you need to subscribe to OpenAI's paid API plan. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged based on tokens during API communication. Therefore, if payment cannot be made when using the API, an error will occur, so please be careful.
🙌 What You Can Do by Integrating Salesforce and ChatGPT
By integrating Salesforce with ChatGPT, you can automatically link data between the two platforms, enabling a range of automated tasks.
Here are some practical, ready-to-use templates that you can try out. Just click on the "Try It" button to get started quickly!
Generate a Summary in ChatGPT and Store it in Salesforce When a Lead is Added
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.
When a lead is added in Salesforce, automatically generate a summary with ChatGPT and store it in Salesforce.
■Overview In this flow, every time a new lead is registered in Salesforce, a summary is automatically generated using ChatGPT. This summary is automatically saved within Salesforce, allowing the sales team to grasp important information about the lead, improving the quality of follow-ups. With Yoom, you can easily connect applications without the need for programming.
■Recommended for ・Sales representatives who use Salesforce for lead management and want to enhance information consistency ・Marketing professionals interested in using ChatGPT for automatic generation of sales materials and lead information ・IT professionals and system administrators who want to streamline operations by integrating multiple tools ・Executives and team leaders who want to focus on other important tasks by saving time on organizing information when adding leads
■Notes ・You need to connect Salesforce and ChatGPT to Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To execute ChatGPT (OpenAI) actions, you need to subscribe to OpenAI's paid API plan. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged based on tokens during API communication. Therefore, if payment cannot be made when using the API, an error will occur, so please be careful.
Draft an Auto-Reply Email for New Leads in Salesforce
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.
Draft an auto-reply email message for new leads in Salesforce.
■Overview In this workflow, whenever a new lead is registered in Salesforce, ChatGPT can automatically create and save the response email text within the same Salesforce. This automation will likely reduce the effort of creating email content. With Yoom, you can easily connect apps without programming.
■Recommended for ・Sales representatives who use Salesforce routinely and find email creation cumbersome ・Marketing professionals looking to enhance work quality by leveraging ChatGPT ・Administrators aiming to ensure thorough communication with lead information and improve sales team efficiency ・IT personnel interested in improving business processes through SaaS application integration
■Notes ・Salesforce, ChatGPT, and Google Sheets need to be connected to Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies by plan, so please be careful. ・To execute ChatGPT (OpenAI) actions, you need a paid OpenAI API plan subscription. (Payment must be possible when the API is used) https://openai.com/pricing/ ・The use of the ChatGPT API is provided by OpenAI on a paid basis, and involves metered billing based on tokens during API communication. Therefore, an error will occur if payment cannot be made when using the API.
Create the Next Action Plan with ChatGPT When a Salesforce Opportunity Stage is Updated
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.
When a Salesforce opportunity stage is updated, create the next action plan with ChatGPT.
■Overview In this flow, by integrating Salesforce and ChatGPT, it is possible to automatically generate the necessary next action plan when an opportunity's stage changes. This allows sales representatives to provide accurate customer service and is expected to improve closing rates. Additionally, it eliminates the need to manually devise plans, enabling a more strategic approach to sales activities. With Yoom, you can easily connect apps without the need for programming.
■Recommended for ・Sales representatives who manage their sales activities using Salesforce ・Sales managers considering automating sales processes ・IT personnel looking to enhance sales support using ChatGPT ・Business owners aiming for operational efficiency through Salesforce ChatGPT integration ・Leaders wishing to standardize follow-up quality across the entire sales team
■Notes ・It is necessary to integrate Salesforce and ChatGPT with Yoom. ・Triggers can be selected to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・The shortest activation interval varies depending on the plan, so please be aware. ・To execute ChatGPT (OpenAI) actions, a paid plan contract with OpenAI's API is required. (Payment status is required when the API is used) https://openai.com/en/api/pricing/ ・Usage of ChatGPT's API is provided by OpenAI for a fee, and usage is charged based on the token during API communication. Therefore, if payment cannot be made during API usage, an error will occur, so please be careful.
🚀 Let's Create an Automated Lead Summary Flow with Salesforce and ChatGPT
Let's walk through 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.
⏱️ Setup time: 10 minutes
🔧 What You’ll Need
A free Yoom account
Access to Salesforce & ChatGPT
If you don’t have a Yoom account yet, register now using thisregistration 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, visitOpenAI API Pricing.
Set Up Overview
Connect Salesforce and ChatGPT to Yoom
Copy the template
Set up Salesforce trigger
Set up ChatGPT and Salesforce action
Activate the Flowbot
When a lead is added in Salesforce, automatically generate a summary with ChatGPT and store it in Salesforce.
■Overview In this flow, every time a new lead is registered in Salesforce, a summary is automatically generated using ChatGPT. This summary is automatically saved within Salesforce, allowing the sales team to grasp important information about the lead, improving the quality of follow-ups. With Yoom, you can easily connect applications without the need for programming.
■Recommended for ・Sales representatives who use Salesforce for lead management and want to enhance information consistency ・Marketing professionals interested in using ChatGPT for automatic generation of sales materials and lead information ・IT professionals and system administrators who want to streamline operations by integrating multiple tools ・Executives and team leaders who want to focus on other important tasks by saving time on organizing information when adding leads
■Notes ・You need to connect Salesforce and ChatGPT to Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To execute ChatGPT (OpenAI) actions, you need to subscribe to OpenAI's paid API plan. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged based on tokens during API communication. Therefore, if payment cannot be made when using the API, an error will occur, so please be careful.
Step 1: Integrate Salesforce and ChatGPT with Yoom
After logging into Yoom, go to "My Apps" from the left side menu, and click the "+ Add" button.
Connect Salesforce
⚠️ Note: Before connecting Salesforce with Yoom, make sure to configure your sessionsettings. 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.
Connect ChatGPT
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 inthis guide.
Once all the required fields are filled in, click "Add" to complete registration.
Step 2: Copy the Template
Click the "Try It" button to copy the pre-built template into your project.
When a lead is added in Salesforce, automatically generate a summary with ChatGPT and store it in Salesforce.
■Overview In this flow, every time a new lead is registered in Salesforce, a summary is automatically generated using ChatGPT. This summary is automatically saved within Salesforce, allowing the sales team to grasp important information about the lead, improving the quality of follow-ups. With Yoom, you can easily connect applications without the need for programming.
■Recommended for ・Sales representatives who use Salesforce for lead management and want to enhance information consistency ・Marketing professionals interested in using ChatGPT for automatic generation of sales materials and lead information ・IT professionals and system administrators who want to streamline operations by integrating multiple tools ・Executives and team leaders who want to focus on other important tasks by saving time on organizing information when adding leads
■Notes ・You need to connect Salesforce and ChatGPT to Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To execute ChatGPT (OpenAI) actions, you need to subscribe to OpenAI's paid API plan. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged based on tokens during API communication. Therefore, if payment cannot be made when using the API, an error will occur, so please be careful.
Click "OK" and give the Flowbot a name to recognize.
This template will be copied to your “My Project”.
Step 3: Set Up Trigger Action
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 theguide here.
Step 4: Generate Text with ChatGPT
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.
Step 5: Update Record in Salesforce
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
Choose the conditions that must be met for the record to be updated.
The tool will find the first matching record and update it. If multiple records match, only the first one in the list will be updated.
For this example, we select Account Name = Company Name.
Define New Values to Update
Specify the new values for the record you want to update. If a field is left blank, it will not be updated.
For this example, we want to reflect the summarized content generated by ChatGPT, so we select from the retrieved value as shown below.
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】.
Step 6: Activate the Flowbot
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 😊
💡 Other Automation Examples Using Salesforce and ChatGPT
By linking Salesforce and ChatGPT, you can unlock a range of automation possibilities. Here are some examples you can explore for your next automation!
Automation Examples Using Salesforce
When an account is registered in Salesforce, create a folder for each account in OneDrive.
■Overview This is a flow to perform a duplicate check and add the account to Salesforce when a Google form is submitted. It can streamline the management of data submitted from Google forms.
■Recommended for ・Sales representatives collecting customer information through Google forms. ・Those manually managing data submitted from Google forms. ・Team leaders using Salesforce for customer management. ・Those looking to streamline data entry into Salesforce and improve team productivity. ・Marketing professionals struggling with duplicate data management. ・Those wanting to automate duplicate checks to maintain accurate customer data and enhance marketing effectiveness. ・Executives interested in automation and seeking efficiency. ・Those wanting to automate repetitive data management tasks to focus resources on other important operations.
■Notes ・Please connect both Google Forms and Salesforce with Yoom. ・Refer to the link below for how to retrieve contents when using Google Forms as a trigger. https://intercom.help/yoom/en/articles/6807133 ・Branching is a feature (operation) available in the Mini Plan or higher plans. Operations set in Flowbot will result in an error for the Free Plan, so please be careful. ・Paid plans like the Mini Plan offer a two-week free trial. Restricted apps and features (operations) can be used during the free trial. ・Salesforce is available only in Team Plan and Success Plan. Operations or data connect in Flowbot set for Free or Mini Plan result in an error, so please be careful. ・Paid plans like the Team or Success Plan offer a two-week free trial. Restricted apps can be used during the free trial. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval differs depending on the plan.
■Overview In this flow, when a new lead is registered in Salesforce, ChatGPT can automatically analyze the content and classify it into the appropriate category. Additionally, by automatically reflecting the results in Salesforce, the sales team's follow-up can be streamlined. This reduces the effort of manual data organization and enables more effective sales activities. With Yoom, you can easily connect applications without programming.
■Recommended for ・Sales representatives managing leads using Salesforce ・Business users who want to automate lead analysis and classification using ChatGPT ・Team leaders seeking to improve efficiency due to time-consuming lead classification tasks ・Companies looking to optimize business workflows by connecting multiple apps using Yoom ・Executives aiming to improve team productivity through sales process automation
■Notes ・Salesforce and ChatGPT need to be connected to Yoom. ・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged based on tokens during API communication. Therefore, if payment cannot be made when using the API, an error will occur, so please be careful.
■Overview The flow 'Automatically send Gmail to lead when a new lead is created in Salesforce' is a business workflow that enhances the efficiency of the sales process and enables quick communication. The moment a new lead is registered in Salesforce, a greeting email is automatically sent to the lead via Gmail. This integration frees the sales team from the manual task of sending emails, allowing them to focus on important follow-ups.
■Recommended for ・Sales representatives who manage leads using Salesforce ・Sales team leaders aiming to automate initial contact with leads for quick response ・Executives or managers looking to streamline the sales process and reduce manual tasks ・Those already using Salesforce and Gmail who want to integrate them to automate operations ・Marketing personnel aiming to improve customer satisfaction through faster customer response
■Notes ・Please integrate both Salesforce and Gmail with Yoom. ・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview This workflow automatically collects update information within Notion, summarizes and organizes it using ChatGPT, and notifies the specified chat tool. With this automation, you can automate daily information gathering and summarization, efficiently sharing the latest information with your team. By using Yoom, you can easily connect apps without programming.
■Who we recommend this template to: ・Those who use Notion but find it hard to track the latest information ・Team leaders who want to use ChatGPT to summarize and organize information ・Business persons who want to automate information sharing and improve work efficiency ・Project managers who wish to regularly notify members of Notion updates
■Notes: ・Please link Notion, ChatGPT, and Slack each with Yoom. ・It is necessary to create items in Notion that already include summaries. ・To execute ChatGPT (OpenAI) actions, a subscription to OpenAI's paid API plan is required. (Ensure payment is possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・ChatGPT's API usage is provided by OpenAI for a fee, and it is billed on a usage basis via tokens during API communication. Therefore, please note that if payment cannot be processed when the API is used, an error will occur.
■Overview In this workflow, you can automatically fetch the day's events from Google Calendar and have ChatGPT organize and summarize them. After that, you can notify the organized information so you can efficiently grasp the day's schedule. By using Yoom, you can easily connect apps without any programming.
■Recommended for - Business professionals who manage their schedules with Google Calendar every day - Managers and leaders who want to efficiently understand team or project schedules - IT staff who want to automate business processes using ChatGPT - Executives and entrepreneurs who want to easily organize and check their daily schedules
■Notes - Please connect Yoom with Google Calendar, ChatGPT, and Slack respectively. - To run ChatGPT (OpenAI) actions, you need a paid OpenAI API plan (you must be able to make payments when the API is used). https://openai.com/ja-JP/api/pricing/ - Use of the ChatGPT API is provided by OpenAI on a paid, usage-based basis, billed by tokens consumed during API calls. Therefore, please note that an error will occur if payment cannot be processed when the API is used.
■Overview The "Organize form content with ChatGPT and create a draft in WordPress" workflow is a business workflow that reduces the effort of content creation. This makes the content creation process smoother.
■Recommended for ・Bloggers and content creators who tend to spend a lot of time creating blog posts ・Those who want to efficiently manage content by integrating ChatGPT and WordPress ・Those who regularly update blogs but struggle with coming up with article ideas ・Web marketers who want to improve efficiency by utilizing automation
■Notes ・Please integrate Yoom with both ChatGPT and WordPress. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is a pay-as-you-go system based on tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API.
■Overview This flow allows you to automatically process collected form data and share the summary results in real-time on Discord. This automation facilitates smooth information sharing within the team and supports seamless decision-making. With Yoom, you can easily integrate apps without programming.
■Recommended for ・Those who collect information from customers or teams using forms ・Those who want to share collected data without omission and facilitate communication within the team ・Those who are already utilizing ChatGPT and Discord and want to integrate them ・Administrative staff who want to reduce manual data aggregation and sharing tasks to improve work efficiency ・Project managers who require real-time information sharing
■Notes ・Please integrate Yoom with both ChatGPT and Discord. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (Payment must be possible when the API is used) https://openai.com/ja-JP/api/pricing/ ・The use of ChatGPT's API is provided by OpenAI for a fee, and it is charged on a pay-as-you-go basis with tokens during API communication. Therefore, please be aware that an error will occur if payment cannot be made when using the API.
When a video matching a specific keyword is published on YouTube, obtain a summary of the description and similar titles using ChatGPT, and send an email.
■Overview Collecting information and conducting competitive research on YouTube is important, but checking each related video and understanding its content can be very time-consuming. This workflow automates the entire process: when a video containing specified keywords is published on YouTube, ChatGPT automatically generates a summary of the description and similar title suggestions, and notifies you by email. It eliminates manual research effort and enables efficient information gathering.
■Who we recommend this template for ・Marketers who want to leverage YouTube and ChatGPT to automate competitive research and information gathering ・Those who want to efficiently collect information on YouTube trends and related videos for planning content for their own channel ・Business people who want to quickly grasp video overviews and shorten the time spent on information gathering
■Notes ・Please integrate Yoom with the YouTube Data API and ChatGPT. ・For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・Note that the minimum run interval varies by plan. ・To execute ChatGPT (OpenAI) actions, a paid OpenAI API plan is required. (You must be able to make payments when the API is used.) https://openai.com/ja-JP/api/pricing/ ・Use of the ChatGPT API is provided by OpenAI as a paid service and is billed based on tokens during API communication. Therefore, please note that an error will occur if you are not in a state where payment can be made when the API is used.
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!
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
