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"It takes too long to organize sales lead information..." "I want to follow up on business negotiations more smoothly..." "I want to speed up customer response, but I'm short-handed..." Many people may have these concerns.
Are you fully utilizing the vast amount of data accumulated in Salesforce? If you could automate these tasks, your daily operations would be much smoother and more efficient.
By integrating Salesforce with ChatGPT, you can automate tasks that were previously done manually, such as automatically generating lead summaries, creating next action plans for negotiations, and preparing email drafts. Reduce unnecessary work time and create an environment where you can focus on sales and customer support.
This article specifically introduces the automation flow that can be achieved by integrating Salesforce with ChatGPT. If you are considering improving operational efficiency, be sure to check it out!
By using Yoom, you can easily integrate Salesforce and ChatGPT without any code.
Yoom provides templates for integrating Salesforce and ChatGPT in advance, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of Salesforce and ChatGPT, you can automatically link Salesforce data to ChatGPT!
For example, you can automatically perform data integration like the one below without human intervention.
When a new lead is added to Salesforce, ChatGPT automatically generates a summary of the lead and stores it in Salesforce.
This flow efficiently organizes lead information, providing effective support that allows the sales team to understand and utilize it smoothly.
This flow drafts the content of an auto-reply email whenever a new lead is registered in Salesforce.
By automatically generating content suitable for each lead, it supports quick and effective initial contact and is expected to improve the efficiency of sales responses.
This flow automatically creates the next action plan with ChatGPT when a Salesforce opportunity stage is updated.
It clarifies the next steps for the sales representative, enabling quick and accurate follow-ups, which can also improve the success rate of the opportunity.
Let's get started by creating a flow that integrates Salesforce with ChatGPT!
This time, we will use Yoom to proceed with the integration of Salesforce and ChatGPT without any coding. If you do not have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we will create a flow bot that generates a summary with ChatGPT when a lead is added in Salesforce and stores it back in Salesforce!
The creation process is broadly divided as follows:
0) An access token is required for registering My App with both Salesforce and ChatGPT.
First, let's explain how to obtain it from Salesforce.
Start by logging into Salesforce and obtaining the API key.
Note: If you are already integrated with other services, the API integration with Yoom may not function properly. Please be cautious.
After logging in, click the settings button at the top right.
Enter "Session Settings" in the search form at the top left and click "Session Settings" from the displayed menu.
Uncheck "Lock sessions to the IP address from which they originated" in "Session Settings".
For more details, please refer to this.
How to Register My App in Salesforce | Yoom Help Center
Next, obtain the API key for ChatGPT.
First, open the OpenAI page and create an account by clicking "SIGN UP".
Once sign-up is complete, click "API keys" from the icon section at the top left.
Generate a new API key and copy the created key.
For more details, please refer to this.
How to Register My App in ChatGPT | Yoom Help Center
1) After logging into your Yoom account, register the app you will use next.
Click "My Apps" and select "Add".
2) A list of apps that can be connected with Yoom will be displayed, and search for each app one by one using the search window.
Once you can select Salesforce, log in with the account name you will use.
Note: If you are already integrated with other services, the API integration with Yoom may not function properly. Please be cautious.
Click "Allow" on the access confirmation screen.
Once you can select ChatGPT, use the information you copied earlier to enter and click "Add".
3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.
Now, let's explain using the template.
First, click this banner.
1) First, click on the "Try this template" icon.
2) The following confirmation screen will appear, click "OK".
Once displayed as below, the template has been copied.
Titles and details can be edited by clicking on them.
Additionally, the copied template is saved in My Projects, so you can also open it from there.
Click on the icons with "!" displayed on the right in order from top to bottom to set operations.
First, try clicking on "App Trigger: When a lead is registered"!
1) Select the action "When a lead is registered" and click "Next".
※ Salesforce is an app available only with the Team Plan and Success Plan.
For Free Plan and Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful.
※ Paid plans such as Team Plan and Success Plan offer a 2-week free trial.
During the free trial, you can use apps that are normally restricted.
2) Select the trigger activation interval and enter the required fields.
The trigger activation interval varies depending on the contract plan.
Refer here for details on each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
1) Return to the flow and click on the "Integrate with App: Generate Text" icon.
※ 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/ ChatGPT API usage is provided by OpenAI for a fee, and is charged based on tokens during API communication.
Therefore, if payment cannot be made during API usage, an error will occur, so please be careful.
2) Select the action "Generate Text" and click "Next".
3) Enter the required fields.
The message content can be selected from Salesforce's output.
Select and input the lead information you want to generate an overview with ChatGPT.
This time, we input Salesforce's company name, description, and website information.
Once input is complete, click "Test" and after the test is complete, click "Save".
1) Return to the flow and click on the "Operate Database: Update Record" icon.
2) Select the action "Update Record" and input the database integration.
Once input is complete, click "Next".
3) Enter the required fields.
The condition for the record to be updated is "Account Name equals", and we input "Company Name" from Salesforce's output.
※ This is an image of filtering by company name and appending the overview generated by ChatGPT to the lead of the corresponding account.
The value of the record after updating is selected from ChatGPT's output as "Response Content" and input.
Once input is complete, click "Test" and after the test is complete, 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】.
Once the setup is complete, the following display will appear, click "Turn on Trigger". Start the Flowbot and verify that it operates correctly.
By leveraging the APIs of Salesforce and ChatGPT, various automation possibilities can be realized.
It is possible to automatically add Salesforce opportunity accounts based on the account information from forms. You can also trigger database additions or automatic folder creation using Salesforce opportunity information or account registration.
It is possible to automatically summarize form responses with ChatGPT and send notifications to Chatwork, or organize the form content with ChatGPT and automatically create a draft in WordPress.
How was it? By integrating Salesforce with ChatGPT, you can solve challenges such as "It takes time to organize lead information," "I want to make follow-ups on deals smoother," and "I want to streamline customer support."
With the no-code tool Yoom, you can easily integrate Salesforce and ChatGPT without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration immediately.
Why not aim for a more comfortable and efficient way of working with an automation flow that suits your business?
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