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Microsoft Teams + Salesforce + ChatGPT (OpenAI)

Microsoft Teams + Salesforce + ChatGPT (OpenAI)

Microsoft Teams + Salesforce integrations

Send Salesforce deals to a Teams channel with a ChatGPT summary

Sharing deal wins across teams is important—but manually crafting summaries takes time. This Zap triggers when a deal is updated or closed in Salesforce, uses ChatGPT to create a concise summary, and posts it directly to a Microsoft Teams channel. It’s a simple way to keep cross-functional teams informed and aligned without adding extra work.

  1. When this happens...
    Updated Record
    Updated Record
    Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
  2. automatically do this...
    Conversation (Legacy)
    Conversation (Legacy)
    Conversation (Legacy)Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
  3. then do this!
    Send Bot Message
    Send Bot Message
    Send Bot MessageSends a message to a public channel from the Zapier bot. Requires installation of the Zapier app from the Teams Store.
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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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