Access Salesforce Data in MS Copilot with GPTfy.
Transform Microsoft Copilot to access customer data, generate insights, and eliminate grunt work with real-time Salesforce data.
Sales Leaders, Accelerate Pipeline
Smart Customer Intelligence
Generate Account 360° views, opportunity summaries through secure on-platform processing with complete data lineage through our Microsoft Copilot agent.
Automated Content Generation
Create personalized emails, account plans, knowledge transfer documents through voice capture enabling faster interactions via Microsoft Copilot.
Service Leaders, Grow CSAT Scores
Bidirectional Data Flow
Create tasks and activities in Salesforce directly from Microsoft 365 through secure API integration via our Microsoft Copilot agent.
Multi-Application Access
Access Salesforce data across Teams, Word, PowerPoint, Outlook through unified Microsoft 365 integration with Microsoft Copilot.
Technical Directors, Secure Your Integration
Microsoft-Approved Security
Deploy through Microsoft AppSource with enterprise-grade security validated by Microsoft, maintaining complete audit trails and compliance records.
Native Salesforce Architecture
Access Salesforce data through our certified Copilot agent with field-level security and existing authentication protocols.
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 Our Microsoft Copilot Agent
85% Context Switching Eliminated
Access complete customer information through Microsoft 365 without switching between applications, saving 15+ hours per rep monthly through our Microsoft Copilot agent.
60% Faster Document Creation
Generate personalized emails, proposals, and account plans directly in Microsoft 365 using live Salesforce data through Microsoft Copilot.
100% Microsoft Certified
Deploy confidently with Microsoft AppSource certification and enterprise security standards built into our Copilot agent.
Frequently Asked Questions
GPTfy provides seamless Salesforce data access within Microsoft 365 applications through our secured Microsoft Copilot agent, available from Microsoft AppSource. Access customer information directly in Teams, Word, PowerPoint, and Outlook without context switching.
Yes, our integration is secured because it's a Microsoft-approved Copilot agent with direct certification from Microsoft AppSource. Your data stays within the Microsoft-Salesforce ecosystem with enterprise-grade security and complete audit trails.
Implementation typically takes hours, not weeks. Organization administrators can deploy our Microsoft Copilot agent directly from AppSource through guided setup with your existing Microsoft authentication.
Eliminate Context Switching in 15 Seconds
Book a 30-minute demo and we'll show you how to access Salesforce data in Microsoft Copilot.
100% Microsoft Certified, Enterprise-Grade Security
Unlike other solutions that send your data to external systems, our Microsoft Copilot agent operates within your existing Microsoft-Salesforce ecosystem, maintaining the highest levels of security through AppSource certification.