Access Salesforce Data & CPQ in Slack.
Configure quotes, check pricing, update opportunities, and access CRM data—all without leaving Slack.
Sales Teams, Configure Quotes Without Leaving Slack
Sales Teams, Configure Quotes Without Leaving Slack
CPQ Quote Configuration
Use natural language in Slack to configure CPQ quotes, add products, apply discounts, and generate pricing. AI handles the CPQ logic while you work in Slack.
Real-time Opportunity Updates
Update Salesforce opportunities, check pipeline status, and access account details directly through Slack messages. No context switching required.
Revenue Teams, Accelerate Deal Velocity
Instant Pricing & Availability Checks
Check product pricing, inventory availability, and configuration rules from Slack. Get instant answers to accelerate quote generation.
Collaborative Quote Workflows
Work with team members on complex quotes. Share CPQ configurations, review pricing, and get approvals—all within your Slack workspace.
Operations Teams, Streamline Quote Approval
Operations Teams, Streamline Quote Approval
Automated CPQ Workflows in Slack
Receive Slack notifications for quote approvals, pricing exceptions, and deal escalations. Respond directly in Slack to update Salesforce records.
Audit Trail & Compliance
Maintain complete audit trails of CPQ activities performed in Slack. All changes sync to Salesforce with full compliance and security.
How Slack CRM Access Works
Four simple steps to access Salesforce data and CPQ functionality from Slack
Ask GPTfy Bot in Slack
Ask the GPTfy bot questions about Salesforce data, CPQ pricing, or quote configuration using natural language.
AI Validates & Authenticates
AI validates your Slack identity, authenticates against Salesforce, and ensures proper security and access controls.
Access CRM & CPQ Data
AI retrieves data from Salesforce or executes CPQ operations like quote configuration, pricing checks, and product bundling.
Get Instant Responses
Receive formatted answers, CPQ configurations, or data summaries in Slack. All changes automatically sync to Salesforce.
Why Leading Organizations Choose GPTfy Slack Integration
Transform Slack into a powerful Salesforce workspace with CPQ capabilities
Full CPQ Functionality in Slack
Configure quotes, apply pricing rules, check product availability, and manage bundling—all through Slack conversations.
50% Faster Quote Generation
Eliminate context switching. Generate and configure CPQ quotes in Slack without opening Salesforce.
Real-time Salesforce Sync
All CPQ actions, data queries, and updates in Slack instantly sync to your Salesforce org with complete audit trails.
Frequently Asked Questions
GPTfy integrates Slack with Salesforce CPQ, allowing you to perform CPQ operations using natural language in Slack. You can configure quotes, check pricing, add products, apply discounts, and execute other CPQ functions—all without leaving Slack. The AI processes your requests, executes CPQ logic in Salesforce, and returns formatted results in Slack.
Yes, the GPTfy Slack bot can access any Salesforce data you have permissions to view, including accounts, opportunities, cases, contacts, custom objects, and CPQ records. Simply ask questions in natural language, and the AI will retrieve and format the relevant data in Slack.
Use natural language to describe the quote you want to create. For example, 'Create a quote for Acme Corp with 10 units of Product X at 15% discount.' The AI interprets your request, calls Salesforce CPQ APIs with the correct parameters, and returns the configured quote details in Slack. You can also modify existing quotes by describing the changes you want.
Yes, GPTfy uses OAuth-based authentication through Slack. When you interact with the GPTfy bot, it authenticates you through Slack using established OAuth protocols. All Salesforce data access follows your existing security and field-level security settings, and all actions are logged in Salesforce with complete audit trails.
Absolutely! Team members can view and discuss CPQ quotes, pricing, and configurations in Slack channels or direct messages. When approved changes need to be made, any authorized team member can request updates through Slack, which sync to Salesforce in real-time. This creates a collaborative workflow where the quote lives in Slack for discussion but remains synchronized with Salesforce.
You can perform virtually all CPQ operations from Slack: create and configure quotes, add or remove products, apply discounts and pricing rules, check product availability and compatibility, generate pricing scenarios, bundle products, apply promotional codes, check configuration rules, and submit quotes for approval. The AI handles the CPQ API calls based on your natural language requests.
Get Salesforce & CPQ in Slack
Book a 30-minute demo and experience how Slack integration enables CPQ quote configuration and Salesforce data access without leaving your workspace.
Schedule Slack Demo100% Salesforce Native, Enterprise-Grade Security
GPTfy Slack integration uses OAuth-based authentication through Slack. All Salesforce data access follows your existing security settings, field-level security, and profiles. Complete audit trails log every CPQ action and data access, ensuring compliance and security.