Microsoft Outlook + Salesforce + OpenAI (GPT-4, DALL-E, Whisper)

Draft Microsoft Outlook emails from Salesforce and OpenAI

Create more personalized outreach with this integration. Whenever a specific field is updated on a Salesforce record, this Zap will search for related objects—like a note, deal, or product—and use OpenAI to draft a personalized email in Microsoft Outlook. No more boring email templates!

Create more personalized outreach with this integration. Whenever a specific field is updated on a Salesforce record, this Zap will search for related objects—like a note, deal, or product—and use OpenAI to draft a personalized email in Microsoft Outlook. No more boring email templates!

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this...
    SalesforceSalesforce
    Find Record

    Finds a record of a specified Salesforce object by up to two fields and values you choose.

    ActionSearch
  3. then do this...
    OpenAI (GPT-4, DALL-E, Whisper)OpenAI (GPT-4, DALL-E, Whisper)
    Send Prompt

    Sends a prompt to OpenAI and generate a completion.

    ActionWrite
  4. then do this!
    Microsoft OutlookMicrosoft Outlook
    Create Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

  • Salesforce triggers, actions, and search

    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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  • CRM (Customer Relationship Management)

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openai logo
openai logo

About OpenAI (GPT-4, DALL-E, Whisper)

From the makers of ChatGPT, the OpenAI integration for GPT-3, DALL·E, or Whisper. Build AI powered workflows with OpenAI’s powerful models. An optimized ChatGPT integration is available here: https://zapier.com/apps/chatgpt/integrations
Learn more

Related categories

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  • Artificial Intelligence
  • Developer Tools