Three Pillars of Invisible Email Sync
Emails, calendar events, and tasks land in Salesforce without any rep action.
- Server-side email sync Exchange, Gmail, and Microsoft 365 - no browser plugins or desktop apps
- AI record matching Content-based association to Accounts, Opportunities, and Cases
- Calendar sync Meeting attendees auto-matched to Contacts and Leads in Salesforce
- Task sync Microsoft To-Do tasks synced to Salesforce automatically
Build complete buying committees and keep contact data fresh - automatically.
- Signature parsing Extract mobile numbers, titles, LinkedIn profiles, and addresses from email signatures
- CC/BCC contact creation Auto-create Contacts and Leads for everyone copied on emails
- Stakeholder mapping Build complete buying committees - 6-10 contacts per deal instead of 2-3
- Always-current data Contact info updates automatically with each new email
Runs in your Salesforce and email infrastructure using a zero-trust architecture. No third-party servers access your email content. BYOM - bring your own AI model: OpenAI, Claude, Gemini, or any provider.
- Privacy-first architecture Data never leaves your infrastructure - no third-party servers
- Data masking PII in email content is masked before it reaches your AI provider
- Smart filtering Internal, HR, and legal emails automatically excluded from sync
- Configurable matching rules Priority rules, domain exclusions, and review queue for uncertain matches
- Security Audit Record Full sync and AI interaction history for compliance and governance
"They should be focused on the customer more than data entry, so we are taking that out."
- Sales Operations Leader, Retail Media
Setup
How long does it take to go live?
Install from AppExchange, connect your email provider, and configure matching rules. Most teams are live within days. Full deployment with custom rules and stakeholder mapping takes up to three weeks.
Security
Where does our email data go?
GPTfy Connect runs server-side within your Salesforce and email infrastructure. No third-party servers access your email content. Data never leaves your infrastructure.
Email Providers
Which email platforms are supported?
Microsoft 365 (Outlook/Exchange) and Google Workspace (Gmail). Server-side sync - no browser plugins or desktop apps required. Works with your existing email setup.
Data Privacy
Can we control which emails sync?
Yes. Smart filtering automatically excludes internal, HR, and legal emails. You configure domain exclusions, keyword rules, and matching priorities. Uncertain matches go to a review queue.
Pricing
How does Connect pricing work?
Flat-fee pricing - no per-email charges, no per-sync fees, no consumption billing. Community and portal users get flat-fee pricing instead of per-user licensing. A fraction of legacy sync tools.
Adoption
What if reps don't use it?
That's the point - they don't have to. GPTfy Connect runs entirely in the background. Reps keep using Outlook or Gmail. Emails, calendar events, and tasks sync automatically without any rep action.
Don't take our word for it. Make us prove it.
Our forward-deployed engineers work alongside your Salesforce admin and business team, in your org, with your data, on your real use cases. No presentations. No guesswork. A working email sync your team uses from day one.
"I'm a firm believer of deploying pilots and seeing the value than just looking at presentations." - CTO, Financial Services
Flat-fee pricing. No consumption surprises. Part of the GPTfy platform.
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