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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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Create
draft email for a Salesforce contact using OpenAI
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Create
a Salesforce opportunity from the currently opened email
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Create
a Salesforce contact from the currently opened email
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Create
a Salesforce lead from the currently opened email
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Send
new emails as summaries to Telegram
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Enrich
contact information in a Google Sheet and create or update Salesforce contacts - 2
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Qualify
a lead from Salesforce and create a Salesforce contact
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Get
answers for a YouTube video and save to Notion
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Get
answers for a YouTube video and save to Coda
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Get
answers for a YouTube video and save to Airtable
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Get
answers for a YouTube video and save to Google Sheets
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Get
answers for a YouTube video and save to a Google Doc
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Find
search intent from a Google Search page and save to Notion
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Find
search intent from a Google Search page and save to Coda
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Find
search intent from a Google Search page and save to Airtable
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Qualify
LinkedIn Companies and Save to Salesforce
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Find
search intent from a Google Search page
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Generate
an intro of your LinkedIn profile for a live event
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Get
action items from any selected text with OpenAI and create Notion Items
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Get
daily summaries of your emails and send them to Slack
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Get
a daily summary of your emails and save to Google Sheets
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Send
summarized details from the currently opened Zapier app page to Slack
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets

How to integrate OpenAI + Salesforce

Install from Chrome Web Store Icon
Step 1
Install Bardeen extension from Chrome Web Store.
Find a Bardeen Automation Icon
Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
Run Bardeen Automations Icon
Step 3
Run your automation.
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That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
Salesforce
OpenAI
Salesforce
OpenAI

Build your own OpenAI + Salesforce workflow in no time with AI

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

Bardeen was able to save valuable time for our SDR's, which they can now spend on communication with customers, which brings us higher revenues
"I love how this automation unifies our team! With Bardeen, we can automate our HubSpot sequences with a simple right-click!”
"This playbook saves me at least 1-2 hours everyday! Absolute game changer!"

Available actions & triggers

Create Salesforce account
Action
Generate song from text
Action
Get Salesforce contact
Action
Extract table from text
Action
Get text corrected by OpenAI (English)
Action
Generate code
Action
Get Salesforce lead
Action
Generate email from prompt
Action
Generate text from model
Action
Classify text
Action
Create OpenAI composed email from text
Action
Create explanation for a question by OpenAI
Action
Analyze sentiment
Action
Generate formatted text
Action
Generate style-matching tweet
Action
Create song with OpenAI
Action
Create Salesforce opportunity
Action
List action items
Action
Extract keywords from text
Action
Generate joke from text
Action
Create question generated by OpenAI
Action
Get text corrected by OpenAI (German)
Action
List entities and types
Action
Generate image from text
Action
Correct grammar in text
Action
Get Salesforce account
Action
Update Salesforce contact
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 Outlook 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?
How to get started with Bardeen
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Do I need to create an account?
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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