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OpenAI (ChatGPT, Whisper)

Connect Salesforce and OpenAI (ChatGPT, Sora, DALL-E, Whisper) integrations

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.

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Create a custom workflow

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.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Salesforce
Trigger: Watch jobs
OpenAI (ChatGPT, Whisper)
Action: Select an action
1. Select a trigger

  • 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.

2. Select an action

  • 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.

  • Creates a new skill.

  • Creates a new immutable skill version.

  • Creates a new vector store and optionally adds files to it, or adds files to an existing vector store.

  • Deletes an existing conversation.

  • Deletes an existing model response.

  • Deletes a skill. This action cannot be undone.

  • Deletes a skill version. This action cannot be undone.

  • Deletes a vector store. This action cannot be undone.

  • Downloads a file from a container.

  • Downloads a skill as a ZIP file using its ID.

  • Downloads a skill version as a ZIP file.

  • 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.

  • Creates an embedding vector representing the input text.

  • Generates images using GPT Image.

  • 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 skill by its ID.

  • Returns information about a specific skill version.

  • Performs an arbitrary authorized API call.

  • Generates text responses from prompts without requiring an account or connection.

  • Identifies information in a prompt's text and returns it as structured data.

  • Updates the default version pointer for a skill.

  • Uploads a file to be used across the OpenAI platform.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

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.

Analyze images (Vision)
Analyzes images according to specified instructions.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Cancel a batch
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.
Action
Create a batch
Creates and executes a batch of API calls.
Action
Create a record
Creates a new record in an object.
Action
Create a skill
Creates a new skill.
Action
Create a skill version
Creates a new immutable skill version.
Action
Create a vector store or add files
Creates a new vector store and optionally adds files to it, or adds files to an existing vector store.
Action
Create or update a record
Creates a new record or updates an existing one if a matching record is found.
Action
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How to set up Salesforce and OpenAI (ChatGPT, Whisper) in 5 easy steps

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Step 1

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.

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Duration

Step 2

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.

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Duration

Step 3

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.

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Duration

Step 4

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.

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Duration

Step 5

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.

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AI-powered lead personalization at scale

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.

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Intelligent company data enrichment

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.

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Organized lead review workflow

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.

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Real-time sales team notifications

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.

Popular Salesforce and OpenAI (ChatGPT, Whisper) workflows

Connect Salesforce and OpenAI (ChatGPT, Whisper) with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

AI

Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack

Automatically enhance company information using ChatGPT, seamlessly generate leads in Salesforce, and receive instant notifications via Slack. Improve business communication and efficiency by keeping your team updated with real-time lead information.

Enrich company data with ChatGPT, create Salesforce leads, and notify via Slack
Use template
AI

Personalize an introduction message with ChatGPT for new Salesforce leads and store them on a Google Sheet for review

Optimize your lead nurturing with personalized introduction messages for new Salesforce leads, conveniently organized and stored in Google Sheets for easy review before emailing.

Personalize an introduction message with ChatGPT for new Salesforce leads and store them on a Google Sheet for review
Use template
AI

Personalize an introduction message with ChatGPT for new Salesforce leads and store them on Airtable for review

Craft customized introduction messages for fresh Salesforce leads, then effortlessly save them in Airtable for review before emailing.

Personalize an introduction message with ChatGPT for new Salesforce leads and store them on Airtable for review
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

By integrating Salesforce with OpenAI through Make, you can automate intelligent customer interactions, generate personalized email responses, summarize customer calls and meetings, and create detailed reports from your CRM data. For example, you can automatically analyze customer sentiment from support tickets, generate tailored product recommendations based on customer history, or create meeting summaries that are automatically logged in Salesforce. This integration saves hours of manual work while improving the quality of customer interactions and data insights.

Make enables you to create powerful workflows such as: automatically generating personalized outreach emails using GPT-4 based on Salesforce lead data, transcribing sales calls with Whisper and storing them in Salesforce records, creating visual content with DALL-E for marketing campaigns linked to opportunities, analyzing customer feedback to predict churn risks, generating smart case summaries for support tickets, and enriching contact records with AI-generated insights. Make's visual builder lets you set up these workflows without coding, connecting triggers from Salesforce to OpenAI actions.

Setting up Salesforce and OpenAI integration on Make is straightforward, even without technical expertise. Make provides a user-friendly visual interface where you drag and drop modules to create workflows. Both Salesforce and OpenAI have pre-built modules with clear authentication steps. You can start with ready-made templates designed specifically for Salesforce-OpenAI integrations and customize them to your needs. Most users can create their first working automation within 30 minutes. Make also offers extensive documentation, video tutorials, and a supportive community to help you every step of the way.

Using Make to integrate Salesforce with OpenAI eliminates the need for expensive custom development, which could cost thousands of dollars and weeks of developer time. Make offers a free tier to get started, and paid plans scale with your usage, making it accessible for businesses of all sizes. You avoid ongoing maintenance costs since Make handles API updates and connectivity automatically. The time savings are substantial too—what might take a development team weeks to build can be accomplished in hours with Make. Plus, you maintain full flexibility to modify and expand your automations as your business needs evolve, without requiring developer resources each time.