GPTfy Workspace Sync
by GPTfy
Capture every Outlook email, meeting, and task into Salesforce automatically.
GPTfy Workspace Sync for Salesforce
Automatically sync Outlook emails, calendar events, and tasks into Salesforce with AI-powered CRM matching and zero manual logging.
Sales teams often lose valuable pipeline signal when activity data never reaches the CRM. GPTfy Workspace Sync helps solve this by automatically capturing customer interactions, identifying hidden stakeholders, and keeping Salesforce activity history complete and up to date.
GPTfy Workspace Sync for Salesforce automatically captures Microsoft Outlook emails, calendar events, and Microsoft To-Do tasks into Salesforce. It runs server-side using the Microsoft Graph API, with no browser plugin, no desktop app, no rep action, and no manual logging required.
The solution works quietly in the background and uses AI to match emails and activities to the right Salesforce Accounts, Opportunities, and Cases, helping sales teams close the CRM activity logging gap.
What GPTfy Workspace Sync Does
Server-side sync through Microsoft Graph API - no Outlook plugin or desktop app required
AI-powered matching of emails to Salesforce Accounts, Opportunities, and Cases
Auto-creation of Contacts from CC and BCC recipients
Signature parsing for job title, phone number, and LinkedIn details
Sync of calendar events and Microsoft To-Do tasks into Salesforce
Smart filtering to exclude internal, HR, legal, and personal emails
Support for both individual and shared mailboxes
Enterprise-Ready and Privacy-First
Runs on the customer’s own Azure infrastructure, keeping data within the tenant
Uses OAuth 2.0 with Microsoft Entra authentication
Inherits Salesforce permissions and supports PII masking, field-level security, and audit logging
Works with Microsoft 365, Exchange Online, and on-premises Exchange Server
Flat-fee pricing with no per-email consumption charges
Business Benefits
Improves pipeline visibility with complete activity data
Supports more accurate forecasting and deal reviews
Automatically builds buying-committee maps from hidden stakeholders
Allows reps to continue working in Outlook without workflow disruption
Helps new reps understand account history without digging through Salesforce manually
About GPTfy
GPTfy is a Salesforce-native AI platform for enterprises that want agentic AI without leaving Salesforce and without Data Cloud.
GPTfy is security-reviewed on the Salesforce AppExchange and listed on Microsoft AppSource. The platform is HIPAA- and GDPR-ready, built with enterprise-grade security, and trusted by teams across financial services, insurance, healthcare, high-tech, and higher education.