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No Data Cloud / Agentforce Required
Available on AppExchangeAvailable on Microsoft AppSource

Salesforce Data, Meet Microsoft Copilot.

85%

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.

GPTfy Microsoft Copilot Integration for Technical Directors - Secure Salesforce Data Access
Microsoft Copilot integration for sales leaders and pipeline acceleration

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.

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.

Microsoft Copilot integration for service leaders and CSAT improvement

Also Available: Microsoft Teams Integration

Beyond Copilot, GPTfy also offers dedicated Microsoft Teams integration for Salesforce. Access customer data, create records, and collaborate directly within your Teams workspace.

Teams Chat Integration
Real-time Salesforce Data
Team Collaboration
View Full Teams Integration Info

Enterprise-Grade Architecture

Built with native Salesforce security and Microsoft 365 integration, GPTfy provides enterprise-grade AI capabilities while maintaining complete data sovereignty.

GPTfy Enterprise Architecture - Native Salesforce Security with Microsoft 365 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

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.

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.

Implementation typically takes hours, not weeks. Organization administrators can configure GPTfy in their Salesforce environment through our guided setup wizard with existing SSO integration.

Simple, Transparent Pricing

$5
per user per month
Microsoft Copilot Integration Add-on

What's Included:

  • Access to MS Copilot
  • Teams App integration
  • MS Office Suite - PowerPoint, Word, Outlook, Excel
  • Full Microsoft ecosystem support

Add-on for GPTfy Pro or Enterprise plans. Requires active Salesforce and Microsoft 365 Copilot subscriptions.

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.