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Connect Salesforce to ChatGPT

  • What's the pipeline recap?

Ask ChatGPT about your Salesforce pipeline, lead sources and stuck opportunities, without building a report first. Lemonado connects them in about 3 minutes, no API keys needed.

Try free with $150 in creditsAdd to ChatGPT
MCPhttps://mcp.lemonado.io/mcp

Why connect Salesforce to ChatGPT?

Salesforce reports answer the questions someone planned for. For everything else, people export to a spreadsheet and paste it into ChatGPT. Lemonado skips the export: pick it with @ and ChatGPT pulls the leads, opportunities and campaigns it needs, plus the ad spend behind them.

  • All your Salesforce data

    Leads and their lead source, ready to ask about.

  • Always today's numbers

    Opportunities, stages, amounts and close dates, synced from Salesforce automatically, so answers use today's numbers.

  • Connect all your tools

    Questions like "What does an opportunity cost?" use Salesforce and HubSpot, LinkedIn Ads at once.

How to connect Salesforce to ChatGPT

Add to ChatGPT

Before you start

  • A Salesforce account you can sign in to
  • A ChatGPT account
  • A Lemonado account (the free trial works)
  1. 1

    Connect Salesforce in Lemonado

    In Lemonado, open Connectors, find Salesforce and sign in. Connect with a Salesforce login whose profile can view leads, opportunities and campaigns. Sandbox orgs work too, if you want to try it there first.

  2. 2

    Turn on external access

    In the company's settings, open External tools, turn the connection on, choose which sources it can reach and copy the server URL.

    text
    https://mcp.lemonado.io/mcp
  3. 3

    Open ChatGPT plugins

    Go to chatgpt.com/plugins. Select + and choose Add custom MCP server.

  4. 4

    Add Lemonado

    Name it Lemonado, add a short description, and paste the server URL under Connection. Set authentication to OAuth.

    text
    https://mcp.lemonado.io/mcp
  5. 5

    Create the plugin

    Review the acknowledgement and select Create as a plugin. Check the tools ChatGPT discovers, then install it.

  6. 6

    Ask ChatGPT about Salesforce

    Start a new chat, type @ and pick Lemonado. Sign in to Lemonado when ChatGPT asks. Try "@Lemonado Give me a five-line Salesforce recap for Monday's sales sync: opportunities opened, won and lost since last Monday, and which big ones haven't moved." Or ask: "Can you brief the CFO?" or "Which leads went cold?"

Good to know

  • Your ChatGPT account and workspace settings decide whether you can add custom MCP servers. Workspace admins can turn it off.
  • Older guides point to Settings → Apps → Developer mode. OpenAI has replaced that flow with Plugins.

What can ChatGPT do with Salesforce?

ChatGPT reads your Salesforce numbers when you pick @Lemonado, and writes the update, the summary or the next step for you.

ChatGPT logoChatGPT

@Lemonado Give me a five-line Salesforce recap for Monday's sales sync: opportunities opened, won and lost since last Monday, and which big ones haven't moved.

14 new opportunities worth $212k, 4 won for $68k, 3 lost. Five opportunities over $20k haven't changed stage in three weeks.

Source: Salesforce

Connect Salesforce to another AI app.

Other integrations for ChatGPT

All ChatGPT integrations

Reading this as an AI agent?

Everything an agent needs to set this up, in plain text. Paste this page's link into ChatGPT and ask it to connect you, or copy the block.

For agents · markdown
# Connect Salesforce to ChatGPT (Lemonado MCP)

- Server URL: https://mcp.lemonado.io/mcp
- Transport: Streamable HTTP
- Auth: OAuth; the user signs in to Lemonado in the browser. No API keys.
- In Lemonado: connect the Salesforce org. Connect with a Salesforce login whose profile can view leads, opportunities and campaigns. Sandbox orgs work too, if you want to try it there first.
- In ChatGPT: Plugins → + → Add custom MCP server

```text
https://mcp.lemonado.io/mcp
```

One-click install: https://chatgpt.com/plugins/plugin_asdk_app_69455664de448191bc42a9f6584d34e5

First question to try: "@Lemonado Give me a five-line Salesforce recap for Monday's sales sync: opportunities opened, won and lost since last Monday, and which big ones haven't moved."

More: https://lemonado.io/integrations/salesforce · https://lemonado.io/llms.txt
FAQ

Frequently Asked Questions

Yes. Salesforce's hosted MCP servers can connect to ChatGPT in developer mode once your admin sets them up. Lemonado installs as a ChatGPT plugin and connects Salesforce together with your ad platforms and GA4, so ChatGPT can answer pipeline and cost questions in one go.

Yes. Salesforce's hosted MCP servers is hosted, so ChatGPT can use it too. It covers Salesforce only. Lemonado covers Salesforce plus your ad platforms, GA4 and the rest of your stack in one connection, so ChatGPT can answer questions across them.

Check that Lemonado is installed at chatgpt.com/plugins, then pick it with @ in a new chat. Workspace admins can turn custom plugins off. In Lemonado, check that Salesforce is connected and External tools is on for the company. If records are missing, check that user's profile and sharing rules. Salesforce only shares what that user can see, and your edition needs API access.

Yes, if both are connected in Lemonado. One connection reaches every source you allow, so you can ask things like "Compare LinkedIn lead form submissions last month with Salesforce leads that have LinkedIn as the lead source."

MCP is included in Lemonado's paid plans and in the free trial, so you can try it before you pay.

See plans and pricing

Still have a question?

Shoot us an email at hello@lemonado.io.

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