New
Introducing ChatGPT Work:
A new agent in ChatGPT that helps teams turn ambitious goals into finished work—with enterprise controls and governance built in.
Salesforce
Review CRM records and update sales workflows.
How it works
Connect Salesforce CRM context to ChatGPT to review accounts, opportunities, contacts, and activity, create deal summaries, and prepare follow-ups while keeping teams aligned on the latest customer data.
Understand account and deal context
Pull account, contact, opportunity, and activity details into one view so reps and managers can prepare quickly without digging through CRM records.
Summarize pipeline and risks
Review stages, next steps, close dates, and recent activity to spot stalled deals, missing follow-ups, and forecast risk.
Create follow-up and CRM updates
Draft call notes, next steps, and customer-ready follow-ups, then turn them into structured updates for the CRM workflow.
Sample prompts
Resources
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