ChatGPT (OpenAI) and Salesflare

How to connect ChatGPT (OpenAI)

Natively — Salesflare is in the official ChatGPT plugin directory. Ask ChatGPT to find accounts, contacts, opportunities, pipelines, tags and tasks, inspect an account feed, or create and update records in your Salesflare workspace. Set it up ↗
Via Zapier — 27 operations available. Set it up ↗
Via Make — 7 modules available. Set it up ↗

About ChatGPT (OpenAI)

ChatGPT is OpenAI’s AI assistant, used for writing, analysis, research and coding. Salesflare publishes an official ChatGPT plugin, so ChatGPT can work directly with your CRM — looking things up, summarising them and making changes — and ChatGPT’s own triggers and actions are separately available through Zapier for use inside automations.

ChatGPT (OpenAI) operations on Zapier

Actions (22)

Things Salesflare can make it do

API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Analyze Image Content With Vision (Legacy) — Upload an image and send a message or question about it. Powered by Chat Completions API.
Analyze Images — (Recommended) Upload an image(s) and send a message or question about it. Powered by Responses API.
Analyze Text — (Recommended) Summarize, classify, and analyze text. Powered by Responses API.
Analyze Text Sentiment (Legacy) — Generate an analysis of the overall sentiment of a block of text. Powered by Chat Completions API.

Show 17 more actions

Check Moderations — Classifies if text is potentially harmful.
Classify Text (Legacy) — Classify your text into one of your provided categories. Powered by Chat Completions API.
Conversation — (Recommended) Send a chat to OpenAI, optionally storing messages for continuous conversation. This enhanced action can also help with web search, file search, and advanced tooling such as MCP. Powered by Responses API.
Conversation (Legacy) — Sends a Chat to OpenAI and generates a Completion, optionally storing messages as we do. Powered by Chat Completions API.
Convert Text to Speech — Converts a given text to speech.
Create Embedding — Generate vector embeddings for text input.
Create Image Edit — Creates a new image by editing an existing image with a prompt.
Create Transcription — Creates a new transcription, using Whisper, from an audio or video file.
Create Translation — Creates a new translation.
Create Video — Create a new video generation job using Sora. Returns a video job ID that can be used to check the render status.
Extract Structured Data — (Recommended) Improved structured data extraction with better formatting options and more reliable schema adherence. Powered by Responses API.
Extract Structured Data (Legacy) — Sends unstructured text and returns structured data using OpenAI's "Function Calling" capability. Powered by Chat Completions API.
Find or Create File — Find or Create file
Generate An Image — Generates an image using a relevant OpenAI model.
Send Prompt — Sends a prompt to OpenAI and generates a completion. _Note:_ this uses the legacy OpenAI Completions API. We recommend using `Conversation` or `Conversation With Assistant` actions instead, which are powered by the latest OpenAI APIs.
Summarize Text (Legacy) — Enter a block of text and generate a summary. Powered by Chat Completions API.
Write an Email — Writes the content of an email based on your provided prompt for use in a subsequent step.

Searches (5)

Look up existing records

Find Conversation — Find a conversation for native OpenAI conversation management.
Find File — Finds a file by filename.
Find Response — Find a stored Responses API result by response ID for audit trails and debugging.
Get Video — Retrieve the status and details of a video generation job created with Sora. Use this to check if a video is ready for download.
Search Embeddings — This best matches a query string (like "big animal") to a list of document strings (like "mouse", "cat", "buffalo", and "blue whale").