Skip to main content
GPTfy - Salesforce Native AI Platform

Convert Leads Faster. Less Writing.

GPTfy reads Salesforce lead conversation history and generates a context-aware follow-up email designed to move the lead toward an opportunity — in seconds, not minutes.

When reps are pursuing multiple leads simultaneously, per-lead email time compounds fast — GPTfy reads the existing conversation on each Salesforce Lead record and drafts a targeted follow-up that advances the relationship without manual effort.

Capabilities demonstrated

Lead Follow-up Email Prompt

  • Processes the existing email conversation on the Lead record to build context before writing.
  • Generates a follow-up rooted in the prior exchange — not a generic cold outreach template.
  • Includes a clear next action such as arranging a call to move the lead toward conversion.

Data Anonymization Before AI Processing

  • GPTfy masks lead data before it leaves Salesforce, so raw prospect information stays in your org.
  • Only anonymized context reaches the AI provider through GPTfy's security layer.

Flexible Delivery

  • One click populates the Salesforce email body — subject line and message are ready immediately.
  • Clipboard copy option sends the draft to Gmail, Outlook, or any external email tool.

Use this video when

A sales team returns from a conference with a large batch of inbound leads and needs to follow up with all of them quickly

A rep is nurturing several leads simultaneously and cannot spend five or more minutes composing each email

A lead has gone quiet after initial outreach and needs a re-engagement message that references the prior exchange

A manager wants consistent, high-quality lead follow-ups across the entire team without adding review overhead

An SDR is converting inbound leads to opportunities and needs to propose next steps without spending time drafting

A revenue operations team wants to standardize lead nurturing cadences and reduce per-rep variation in outreach quality

Frequently asked questions

GPTfy reads the activity history on the Salesforce Lead record — including prior emails between the rep and the prospect — and uses that conversation context to generate a follow-up email. The output is rooted in what has already been said, so it references the prior exchange rather than starting from scratch with a generic pitch.

Before any lead information leaves Salesforce, GPTfy anonymizes the data on the record. Personally identifiable information is masked through GPTfy's security layer so that only anonymized context reaches the AI model, keeping raw lead data inside your Salesforce org.

Yes. The demo shows that the output is designed to advance the lead toward becoming an opportunity. For example, the generated email includes an action like arranging a follow-up call, rather than simply summarizing the prior conversation. The AI uses the conversation context to determine the right next action to propose.

Both options are supported. Clicking the Salesforce send email button populates the email body automatically. If you prefer Gmail, Outlook, or another email client, you can copy the output to your clipboard and paste it directly into the message body. Either way, the draft is immediately ready to use with minimal adjustment.

When a rep is working several leads simultaneously, reading back through each email thread and brainstorming a response takes several minutes per lead. Those minutes compound quickly across a full lead queue. GPTfy eliminates that reading and drafting time so reps can process more leads in less time without sacrificing email quality.

Use it when reps are managing high lead volumes from events, conferences, or inbound campaigns, when a lead has gone quiet and needs a re-engagement message, or when you want to ensure every lead receives a timely, personalized follow-up regardless of how full the rep's pipeline is.

Ready to see this in your Salesforce org?

Book a 45-minute session and we'll walk through this use case using your own data.

Book a Demo
Video transcript
When word gets out about a product or service you're working with, whether it's through product demos at conferences, or outreach done by your sales team, this can turn into leads from prospective buyers or partners and for your sales reps, it will be their job to convert these leads into opportunities. You'll wanna waste as little time as possible converting these leads because opportunities are where you get your revenue and AI can be just the tool you need to cut out any of the grunt work associated with converting leads into opportunities. Now, since AI is very contextual with the responses it gives to prompts, we can use these contextual capabilities to write a quality follow-up email for this lead. So as you can see in the activity history, this conversation already has two emails involved with it. So we're gonna have AI write a follow-up email based on the conversation so far between me and Emily Johnson. So we have this lead follow-up email prompt selected, and we're gonna run GPTfy. It's gonna anonymize the information on this lead before sending it over to AI. It's gonna return a follow-up email that's based on the conversation so far. It's rooted in that context and it also seeks to advance this lead into eventually becoming an opportunity. So yeah, like here in this line right here, the action is being taken to arrange a call. So now if you wanna send this email, you can simply click the send email button in Salesforce and it puts it all into the body and then you can modify it however much you please to better tailor it to your preferred methods of converting this lead. But if you don't want to do this in Salesforce, you want to do this outside, you can simply click this clipboard button and then paste it into the body of Gmail or Outlook or wherever you wish to send this email. Now, normally it takes several minutes to read through emails and brainstorm a response to get to this point. And when you need to pursue several leads at once, those minutes can add up very quickly. With AI, you have the ability to cut out all of that grunt work and cut right to the chase when it comes to converting your leads into opportunities. I hope you found this useful and I hope this can spark some interest in one of the many ways AI can be used as a time-saving measure in Sales Cloud.

Explore More

Gmail & Outlook Plugin

Send AI-generated lead emails directly through Gmail or Outlook from Salesforce.

AI for Higher Education

See how higher education institutions use GPTfy for lead nurturing and enrollment outreach.

AI for High Tech

Discover how high-tech sales teams use GPTfy to accelerate lead conversion.

AI for Sales

See how GPTfy accelerates the full sales cycle inside Salesforce.

Prompt Builder

Learn how GPTfy's Prompt Builder lets admins configure AI prompts for any Salesforce workflow.

Demo Videos

Browse all Salesforce and AI demo videos by category.

Last updated: February 2026