Microsoft Outlook + Salesforce + ChatGPT
Update Salesforce records with AI-generated data from Microsoft Outlook emails
Receive emails from existing contacts in Microsoft Outlook? Whether leads or existing customers drop you a line in Microsoft Outlook, you can use ChatGPT to extract important information and update those records in Salesforce with it, providing you extra AI-generated context.
Receive emails from existing contacts in Microsoft Outlook? Whether leads or existing customers drop you a line in Microsoft Outlook, you can use ChatGPT to extract important information and update those records in Salesforce with it, providing you extra AI-generated context.
- When this happens...
New EmailTriggers when a new e-mail is received in your inbox.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this...
ConversationSends a Chat to OpenAI and generate a Completion, optionally storing messages as we do.
ActionWriteCreate a new record or update an existing record in your app. - then do this!
Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWriteCreate a new record or update an existing record in your app.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent FolderRequired
Child Folder
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundText to Be AnalyzedRequired
Info 1
Max Tokens
ModelRequired
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
Moderation ModelRequired
Text to be classifiedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Language of the Audio
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unstructured TextRequired
ModelRequired
Temperature
DescriptionRequired
Values to ExtractRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
PromptRequired
Info 3
Temperature
Maximum Length
Stop Sequences
Top P
Frequency Penalty
Presence Penalty
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info 1
Info 2
ModelRequired
TextRequired
VoiceRequired
Response Format
Speed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Purpose
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Filename To Search ForRequired
File Purpose To Search For
ActionThis is an event a Zap performs.SearchFind existing data in your appName To Search ForRequired
Model
Name
Description
Instructions
Tools
New Files
Existing Files
Vector Store
Metadata
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact in Salesforce.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Record to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCalendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
All Day Event?
Description
Show me as Free or Busy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From Email
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMessage
ImageRequired
Max Tokens
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User MessageRequired
ModelRequired
Memory Key
Info 2
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be ClassifiedRequired
CategoriesRequired
Info 1
Max Tokens
ModelRequired
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MessageRequired
Assistant
Assistant Name
Assistant Instructions
Model
Tools
Conversation ID
New Files
Existing Files
Response Instructions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
New Files
Existing Files
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PromptRequired
Model
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Text to Be SummarizedRequired
Info 1
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Prompt
Response Format
Temperature
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient NameRequired
Recipient EmailRequired
From NameRequired
Email PromptRequired
ToneRequired
Body TypeRequired
Info 3
ModelRequired
Max Tokens
Temperature
Top P
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name To Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
DocumentsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilename To Search ForRequired
File Purpose To Search For
FileRequired
Purpose
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record to LinkRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Warning
Opportunity
Create New Opportunity
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Note
Salesforce ObjectRequired
Is Private
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
WHERE ClauseRequired
Order By
Order Direction
Limit
Use Assignment Rules
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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