OpenAI and Salesforce, two leading platforms in their respective industries, can be combined to drive incredible efficiency in your workflow. OpenAI is a revolutionary artificial intelligence platform that can automate a multitude of tasks, from generating text to answering queries. On the other hand, Salesforce is a powerful CRM tool that helps manage customer relationships and interactions. Integrating these two can result in automations like creating a draft email in Gmail for a Salesforce contact using OpenAI or creating a Salesforce lead from the currently opened email, enhancing your productivity significantly.

By leveraging the strengths of both OpenAI and Salesforce, you can automate repetitive tasks, thereby saving time and reducing errors. Whether it's drafting emails, creating opportunities, or managing contacts, these automations can handle it all. Not only does this integration result in improved efficiency, but it also allows for better data management, streamlined workflows, and improved customer relationships.

Try popular OpenAI + Salesforce automations

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Export
Export Google Business information and reviews to Google Sheets
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Generate
Generate lead digests for Google Calendar event participants and send to Slack, before a meeting starts
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Qualify
Qualify LinkedIn commenters and save contacts to Salesforce
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Qualify
Qualify LinkedIn commenters and save contacts to HubSpot
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Generate
Generate lead digests of participants prior to a Google Calendar event and update the event's description
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Generate
Generate lead digests of participants prior to a Google Calendar event and send an email via Microsoft Outlook
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Generate
Generate lead digests of participants prior to a Google Calendar event and send an email via Gmail
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Generate
Generate lead digests for the next Google Calendar event's participants and send to Slack
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Export
Export Leads from LinkedIn sales navigator people search to HubSpot
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Qualify
Qualify and export contact to Microsoft Excel when email is received in Gmail
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Qualify
Qualify and export contact to Google Sheets when email is received
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Draft
Draft a Sales Outreach email in Gmail from a Crunchbase Organization profile
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Draft
Draft a sales outreach email in Gmail from a company's website
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Export
Export Leads from LinkedIn Company Search to Salesforce
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Export
Export leads from LinkedIn Company Search to HubSpot
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Qualify
Qualify and create a Pipedrive person when email is received in Gmail
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Export
Export leads from LinkedIn people search to HubSpot
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Qualify
Qualify and create Salesforce lead when email is received
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Export
Export LinkedIn post commenters as Pipedrive persons
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Qualify
Qualify and create a HubSpot contact when email is received in Gmail
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Enrich
Enrich and export a Gmail contact to Pipedrive as a new person
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Create
Create a new Company in HubSpot from a company’s website
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Export
Export LinkedIn company profile to HubSpot
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Export
Export LinkedIn post author to Pipedrive as a new person
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Enrich
Enrich and export contacts from labeled emails in Gmail to HubSpot
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Export
Export a contact to HubSpot when a label is added in Gmail
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Export
Export a GitHub profile as a HubSpot Contact
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Export
Export a GitHub profile as a Salesforce Contact
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Enrich
Enrich and export contacts from labeled emails in Gmail to Google Sheets
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Export
Export LinkedIn post author to HubSpot as a new contact
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Enrich
Enrich and export a contact from the currently opened email in Gmail to Google Sheets
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Export
Export company details to Google Sheets from a company’s website

How to integrate OpenAI + Salesforce

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
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Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

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Integration tips for OpenAI + Salesforce

Loved by over 300k users

This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 restaurant’s contact info and important restaurant information each day. This playbook will do it in about 5 minutes. Absolute game changer!
“Before using Bardeen, I’d spend one month manually qualifying leads. To make things worse, these leads weren’t always trustworthy. Generating leads is easy, but qualifying leads is hard. Thanks to Bardeen, I can qualify leads in 1-2 hours and am confident that these leads are well-qualified.”
Facing the Chicken-Egg Problem in marketplaces often meant a massive financial outlay. Before Bardeen, generating our talent profiles could have cost us over $1M. But with Bardeen AI, we slashed profile creation expenses by over 98%, seeding our supply efficiently and propelling early revenue. Bardeen was a game-changer for GitFlash!

Available actions & triggers

Generate recruiting email
Action
Update Salesforce contact
Action
Generate example schedule
Action
Analyze sentiment
Action
Get Salesforce account
Action
Extract table from text
Action
Classify text
Action
Create song with OpenAI
Action
Create OpenAI composed email from text
Action
Create Salesforce account
Action
Generate style-matching tweet
Action
Create Salesforce opportunity
Action
Generate question answer
Action
Get Salesforce lead
Action
Generate code
Action
Extract keywords from text
Action
Rank items from criteria
Action
List entities and types
Action
List action items
Action
Generate song from text
Action
Extract tasks from description
Action
Get Salesforce opportunity
Action
Generate joke from text
Action
Generate text from model
Action
Get Salesforce contact
Action
Generate essay from prompt
Action
Generate email from prompt
Action

Learn more about the apps

Integrate any app with OpenAI + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Mail Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

How does the OpenAI and Salesforce integration enhance productivity?
Does this integration work with other software?
Can I use the OpenAI and Salesforce integration for competitor analysis?
Can I use this integration to manage my Salesforce leads?
Can I use the OpenAI and Salesforce integration to automate my emails?
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How much does Bardeen cost?
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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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