Your Reps Work in Email.
Capture every Outlook email, calendar event, and task into Salesforce through server-side sync via Microsoft Graph API. AI matches activity using Prompt Builder and Data Context Mapping.
- ✓Server-side sync via Microsoft Graph API
- ✓AI matches emails to Accounts and Opportunities
- ✓Auto-creates contacts from CC/BCC lists
of sales activity never logged in CRM, including emails, meetings, and tasks that should be in Salesforce (GPTfy Platform Datasheet)
Millions invested in CRM. Nobody's logging emails
Reps don't log emails. Contacts go stale. Stakeholder maps are invisible. Your pipeline reflects a fraction of reality.
Contacts tracked per deal when there are 8-10
CC and BCC lists contain critical buying committee members. Champions, blockers, and decision-makers never make it into Salesforce.
“A lot of people are not using Salesforce. If they are, they're not logging activities, not logging emails.”
Sales Leader, Global Industrial Manufacturing
Per rep, lost to manual prospect research
Every hunter spends 10 to 15 minutes per prospect researching before outreach. Multiply by five leads a day and the lost selling time adds up fast.
“I have x number of hunters... they take 10 to 15 minutes to do research on a prospect, and if you multiply that to 5 leads in a day... I think there is something here.”
Sales Operations Director, Global Financial Data
Pipeline accuracy depends on data nobody enters
Forecasting accuracy depends on complete activity data. When reps skip logging, pipeline health scores are fiction.
“Pipeline health and forecasting... anything that helps improve data hygiene to improve pipeline accuracy - those are two things that are quite time-consuming.”
Sales Operations Leader, Retail Media
Server-Side Sync for Microsoft Exchange
Every Email Captured Without Rep Action
Server-side sync via Microsoft Graph API captures every Outlook email automatically. Watch the email sync demo.
Calendar and Tasks Sync Automatically
Meeting attendees auto-matched to Contacts and Leads. Microsoft To-Do tasks sync to Salesforce. See AI for Sales.
AI-Powered Contact Intelligence
Build Complete Buying Committees
Auto-create Contacts from CC/BCC lists. Parse email signatures for titles, phone numbers, and LinkedIn profiles. See Prompt Builder.
Always-Current Contact Data
Contact info updates automatically with each new email. Enrich your CRM data with every interaction.
Enterprise Security on Your Azure
Privacy-First Architecture
Runs on your Azure infrastructure. No third-party servers access email content. See zero-trust architecture.
OAuth 2.0 with MS Entra
User-consented OAuth via MS Entra, OKTA, or LDAP. Full audit trails for compliance.
Complete Microsoft Office Suite Access
Your $5/user/month investment includes our Microsoft Copilot agent across Excel, PowerPoint, Word, Outlook, and Teams.
Why Leading Organizations Choose GPTfy
Zero Rep Effort
Server-side sync captures every email without rep action via GPTfy's Security Layer. No browser plugins, no desktop apps. Works with Microsoft 365 and Exchange Server.
AI-Powered Matching
AI reads email content to match to the right Accounts, Opportunities, and Cases. Contact-match based with configurable priority rules.
Contact Intelligence
Auto-create contacts from CC/BCC lists. Parse signatures for mobile numbers, titles, LinkedIn profiles. Build complete buying committees.
Key Takeaways
- Server-side sync via Microsoft Graph API captures every Outlook email, calendar event, and Microsoft To-Do task without any rep action
- AI matches emails to the right Accounts, Opportunities, and Cases using content analysis and configurable priority rules
- Contacts auto-create from CC/BCC lists with signature parsing for mobile numbers, titles, and LinkedIn profiles
- Smart filtering excludes internal, HR, and legal emails automatically. Uncertain matches route to a review queue.
- Runs entirely on your Azure infrastructure via OAuth 2.0 with MS Entra. No GPTfy servers access your email content.
- Flat-fee pricing with no per-email or per-sync consumption charges
Frequently Asked Questions
Install from AppExchange, connect via Microsoft Graph API, and configure matching rules. Most teams are live within days. Full deployment with stakeholder mapping takes up to three weeks.
GPTfy Connect runs on your Azure infrastructure. No third-party servers access your email content. Data never leaves your environment.
Microsoft 365, Exchange Online, and on-premises Exchange Server via Microsoft Graph API. Server-side sync - no browser plugins or desktop apps required.
Yes. Smart filtering automatically excludes internal, HR, and legal emails. Configure domain exclusions, keyword rules, and matching priorities. Uncertain matches go to a review queue.
Flat-fee pricing. No per-email charges, no per-sync fees, no consumption billing.
No. GPTfy Connect runs entirely in the background. Reps keep using Outlook. Emails, calendar events, and tasks sync automatically without any rep action.
Stop Losing Sales Activity
See how GPTfy Connect captures every Outlook email, builds stakeholder maps, and enriches contacts automatically. Book a 30-minute demo.
Explore More Microsoft Solutions
Microsoft Copilot
Salesforce data inside Copilot across Word, Excel, PowerPoint, and Teams.
Teams + Salesforce Integration
Surface Salesforce data in Teams channels for the whole org.
Excel Integration
Generate pipeline forecasts in Excel from live Salesforce data.
PowerPoint Integration
Create QBR decks and executive presentations from live Salesforce data.
Word Integration
Build proposals and contracts in Word from Salesforce records.
Gmail & Outlook Plugin
AI sidebar for Gmail and Outlook with one-click Salesforce logging.
Demo: Pre-Meeting Prep
See email intelligence in action