Connect Salesforce and OpenAI (ChatGPT, Sora, DALL-E, Whisper) integrations
Transform your Salesforce CRM into an AI-powered automation engine by connecting it with OpenAI's ChatGPT, DALL-E, and Whisper. Automatically generate personalized emails, create marketing visuals, transcribe sales calls, and enrich customer records the moment leads are created or opportunities updated—empowering your sales and marketing teams with intelligent, data-driven responses to every CRM event.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Adds files to a specified vector store or, if not specified, creates a new vector store based on the configuration.
Analyzes images according to specified instructions.
Cancels an "in-progress" batch. The batch will be in status "cancelling" for up to 10 minutes, before changing to "cancelled", where it will have partial results (if any) available in the output file.
Creates and executes a batch of API calls.
Deletes an existing conversation.
Deletes an existing model response.
Deletes an existing video.
Downloads a file from a container.
Creates an edited or extended image given one or more source images and a prompt.
Generates a chat completion.
Qualifies whether the provided image or text(s) contains violent, hateful, illicit or adult content.
Generates a response.
Transcribes an audio to text.
Translates an audio to English.
Generates a video using Sora models with a text prompt and optional image or video references.
Generates images using GPT Image or DALL-E.
Generates an audio file based on text input and settings.
Retrieves details of the specified batch.
Retrieves an existing model response.
Returns information about a specific video by its ID.
Performs an arbitrary authorized API call.
Send messages to a specified or newly created thread and execute it seamlessly. This action can send the arguments for your function calls to the specified URLs (POST HTTP method only). Works with Assistants v2.
Generates a video remix using an existing video and text prompt.
Generates a response based on a simple text prompt.
Identifies information in a prompt's text and returns it as structured data.
Uploads a file to be used across the OpenAI platform.
Retrieves a list of batches.
Lists input items.
Returns a list of video jobs.
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Build your Salesforce and OpenAI (ChatGPT, Sora, DALL-E, Whisper) integrations.
Connect OpenAI (ChatGPT, Sora, DALL-E, Whisper) as a trigger and Salesforce as an action to automate your CRM workflows. When specific events occur in OpenAI (ChatGPT, Sora, DALL-E, Whisper)—such as new leads being created, opportunities being updated, or customer records being modified—these triggers automatically activate OpenAI actions that generate personalized email content with ChatGPT, create marketing visuals with DALL-E, transcribe sales calls using Whisper, and analyze customer data to provide actionable insights. This integration enables you to automatically enrich OpenAI (ChatGPT, Sora, DALL-E, Whisper) customer records with AI-generated summaries, generate dynamic proposal content when opportunities are updated, automate lead scoring responses, and create data-driven customer communications triggered by OpenAI (ChatGPT, Sora, DALL-E, Whisper) events, transforming how your sales and marketing teams respond to CRM activities with intelligent automation.
Adds files to a specified vector store or, if not specified, creates a new vector store based on the configuration.
Analyzes images according to specified instructions.
Cancels an "in-progress" batch. The batch will be in status "cancelling" for up to 10 minutes, before changing to "cancelled", where it will have partial results (if any) available in the output file.
Completes or aborts a job.
Creates a new bulk data job.
Creates a new record in an object.
Creates and executes a batch of API calls.
Deletes a record.
Deletes an existing conversation.
Popular Salesforce and OpenAI (ChatGPT, Sora, DALL-E, Whisper) workflows.
Transform your Salesforce workflow with OpenAI's powerful AI capabilities. Automatically personalize lead communications, enrich company data, and organize your sales process using ChatGPT's intelligent automation—all integrated through Make.
From AI-powered lead personalization to real-time team notifications, discover how combining Salesforce's CRM strength with OpenAI's natural language processing creates efficient, intelligent workflows that scale your outreach while maintaining the personal touch your prospects deserve.
How to setup Salesforce and OpenAI (ChatGPT, Sora, DALL-E, Whisper) in 5 easy steps
Log in to Make and add your Salesforce module
Start by logging into your Make account and opening the scenario where you want to use Salesforce. Add a Salesforce module to your scenario by selecting it from the available apps, then click on the option to create a new connection to begin the setup process.
Choose your connection type
Make offers two ways to connect Salesforce: the standard connection or the client credentials option. For most users, the standard Salesforce option works perfectly fine and is easier to set up, while the client credentials option is designed for organizations that need more control over integration users and permissions.
Name your connection and select your environment
Give your connection a meaningful name that helps you identify it later, such as 'Salesforce Sales Team' or 'Salesforce Production'. If you're using a Salesforce Sandbox environment for testing rather than your live production account, make sure to select this option during setup.
Save and authorize your connection
After entering your connection name and environment settings, click the Save button to proceed. Make will then guide you through the authorization process where you'll grant permission for Make to access your Salesforce account, ensuring secure communication between the two platforms.
Complete the connection setup
Follow the prompts to finalize the connection between Make and Salesforce. Once authorized, your connection will be ready to use, and you can start building automated workflows that move data between Salesforce and other applications in your Make scenarios.
Transform your sales process with AI-powered Salesforce automation
Combine Salesforce with OpenAI to automate lead personalization, enrich company data, and organize outreach. Generate tailored messages, improve team efficiency, and accelerate response times.
Automatically generate personalized introduction messages for every new Salesforce lead using ChatGPT's natural language capabilities, ensuring each prospect receives tailored communication without manual effort.
Use ChatGPT to automatically research and improve company information for Salesforce leads, providing your sales team with deeper insights and context for more informed conversations.
Automatically organize AI-generated lead communications in Google Sheets or Airtable for team review and approval before sending, maintaining quality control while accelerating your outreach process.
Instantly alert your team via Slack when new enriched leads are created in Salesforce, ensuring immediate awareness and faster response times to high-value opportunities.
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