Sync Tasks to Salesforce. One Source of Truth.
GPTfy Task Sync pulls tasks from Google Tasks or Microsoft To Do into Salesforce, links them to contacts and opportunities, and with autosync keeps the CRM updated so managers see what reps are working on—without double entry.
Reps run their day in Google Tasks or Microsoft To Do, but those tasks rarely make it into Salesforce—so managers don't see what's being worked on. Task Sync brings tasks into the CRM, matches them to contacts and opportunities, and autosync runs on a schedule so there's one source of truth.
What's inside this demo
Connect Google Tasks or Microsoft To Do
- Task Sync is part of GPTfy Workspace Sync (managed package); connect Gmail/Google Tasks or Outlook/Microsoft To Do.
- View and select tasks to import; match the task to a contact and optionally to an account and opportunity.
Match to Contacts and Opportunities
- When importing, search and select the contact the task is for; pick the account and, if applicable, the opportunity so the task appears in the right place in Salesforce.
- Imported tasks give managers visibility into what each rep is doing without reps re-entering tasks in the CRM.
Autosync
- Schedule how often tasks are synced (e.g. midday); GPTfy syncs tasks automatically so the CRM stays current.
- Same autosync concept applies to email and calendar so the full picture of rep activity is in one place.
Use this video when
Reps live in Google Tasks or Microsoft To Do and you need task visibility in Salesforce for forecasting and coaching.
Managers are recreating or asking for task updates because tasks never make it into the CRM.
You want a single place for email, calendar, and tasks so AI and reporting have full context.
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.
Video transcript
Hello everyone and uh, welcome to this demo and we are gonna talk about, uh, a problem that we see, right? So most of the sales reps right. They manage their day through Google tasks, or if the team uses Microsoft, you know, they can, they would, they would be using Microsoft to-dos to, you know, go through their days. And, uh, that has, uh, those tasks mostly never get transported to your sales force, CRM and, uh, your sales manager is completely oblivious to what you are doing. Let's say a sales rep might need to send a proposal. Or, uh, you know, some, some document to a particular prospect and, uh, they're working on it. They're, they're managing their tasks through Gmail tasks or Microsoft to do, and they're working, but your sales manager who's looking at the sales force has no idea what you're working on. So at the end, sales managers then have to recreate all the tasks inside Salesforce. So the sales managers have the complete picture of what their reps, you know, what each rep is working on. And, uh, that is a hindrance for the sales rep. It is an extra task they have to do. And that's exactly what GPTfy Task Sync you know, solves. What you see right now is our GPTfy Corporate and we have something called Workspace Sync. It has multiple features, email sync, calendar sync, task sync. Basically, it is a one stop shop to sync the complete picture of your sales reps, your communications, the events that you are happening. Any particular prospect inside Salesforce, and this is no plugin. This is this comes as a, you know, feature of with our managed package. So let's, let's get back to Task Sync. So I have Task Sync over there, and, uh, as the name suggests, it will. You know, go inside your, uh, Gmail or your Microsoft to do whatever you are using, and it's gonna bring all the tasks that you are doing, and it's gonna sync everything to Salesforce. So let's say I have for this demo, I will use Gmail. So let's say I'm a, I'm a sales rep, and, uh, I need, I'm just gonna create a new task. Let's say I need to send Avi from United Oil and Gas, the data sheet on. The the GPTfy copilot agent. Okay? And I'm gonna set this task. So I've created a new task right now and, uh, I'm gonna head over to my Salesforce. I will open task sync. Bear in mind, I'm gonna, I'm showing all this, you know, manually, uh, because I want to, you know, really show what is happening inside, you know, or in the background. So as you can see, right, you can connect your Outlook or your Gmail. I have connected my Gmail for this demo, but GPTfy supports both Outlook and, uh, Google ecosystems. All right. See, I have logged, I'm logged in over here as me. And this was the task that we just created. And I'm gonna select this and you see one task selected and we can import the selection. And this now, uh, as I'm doing it manually, it gives me the option to, you know, search contacts. It is associated to, let's say I. Mention Avi Green, and then I can select the account as it associated to. So let's just take test one for now and, uh, this particular account doesn't have any opportunity, but it, if it did, the opportunity would also show up so you can actually sync this task under an opportunity as well. And I'm just gonna hit import. And this task has been imported. Now I'm showing you all of this manually for sure, but we have something called auto sync and uh, we can basically schedule. Uh, how often you want your tasks to be synced. So let's say by the middle of the day you are, you know, you are a sales rep by the middle of the day, you want your task to get synced. Uh, inside of Salesforce, you can actually schedule it and GPTfy will do it automatically. And that goes for your emails, your calendar, events and tasks. So the payoff is you don't have to recreate each task, at the end of the day inside Salesforce, so your sales manager can see. And that improves the overall efficiency of the sales rep. And, uh, to see, you know, such demos in action or you want to see any of your particular use cases, uh, please book a demo with us and, uh, we would love to have a conversation with you and, uh, yeah. Thank you so much.
Last updated: March 2026