Salesforce Data, Meet Microsoft Copilot.
Context Switching Eliminated
Technical Directors, Secure Your Org
Native Salesforce Architecture
Deploy AI within your org using your security model with multi-layered PII protection.
Seamless SSO Integration
Connect to Microsoft Entra ID, SAML, OAuth through your existing authentication infrastructure.
Learn more about our Salesforce AI integration and enterprise security features.
Sales Leaders, Accelerate Pipeline
Smart Customer Intelligence
Generate Account 360° views, opportunity summaries through secure on-platform processing with complete data lineage.
Automated Content Generation
Create personalized emails, account plans, knowledge transfer documents through voice capture enabling faster interactions.
Explore our sales automation features and CRM integration capabilities.
Service Leaders, Grow CSAT Scores
Bidirectional Data Flow
Create tasks and activities in Salesforce directly from Microsoft 365 through secure API integration.
Multi-Application Access
Access Salesforce data across Teams, Word, PowerPoint, Outlook through unified Microsoft 365 integration.
Discover our customer service solutions and Microsoft Teams integration.
Why Leading Organizations Choose GPTfy Microsoft Copilot Integration
85% Context Switching Eliminated
Access complete customer information through Microsoft 365 without switching between applications, saving 15+ hours per rep monthly.
60% Faster Document Creation
Generate personalized emails, proposals, and account plans directly in Microsoft 365 using live Salesforce data.
100% Native Security
Maintain complete data sovereignty with enterprise-grade security through existing Salesforce protocols and Microsoft authentication.
Frequently Asked Questions
How does GPTfy integrate with Microsoft Copilot?
GPTfy provides seamless Salesforce data access within Microsoft 365 applications through secure API integration, allowing you to access customer information directly in Teams, Word, PowerPoint, and Outlook without context switching.
Is GPTfy Microsoft Copilot integration secure for enterprise use?
Yes, GPTfy maintains 100% native Salesforce security with multi-layered PII protection, complete audit trails, and compliance with GDPR, FINRA, and HIPAA regulations through existing Salesforce protocols.
How long does GPTfy Microsoft Copilot setup take?
Implementation typically takes hours, not weeks. Organization administrators can configure GPTfy in their Salesforce environment through our guided setup wizard with existing SSO integration.
Ready to Transform Your Workflow?
Deploy enterprise-grade AI integration in hours, not weeks. Maintain complete security while eliminating context switching between Salesforce and Microsoft 365.