Integration
Connect Callingly and Salesforce
When Call Completed fires in Callingly, your agent runs Create object record in Salesforce, or New object record in Salesforce to Update or Tag Lead in Callingly. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Callingly and Salesforce to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Callingly and Salesforce can do together
From Callingly to Salesforce
When Call Completed in Callingly
then Create object record in Salesforce
From Salesforce to Callingly
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Callingly and Salesforce
Triggers and actions 6 triggers · 21 actions
- Call Completed
Triggers when a call to a lead is made and completes in Callingly.
- Lead Created
Triggers when a new lead is added to Callingly.
- Lead Updated or Tagged
Triggers when a Callingly lead is tagged or its status, stage or result changes.
- New SMS
Triggers when a text message is sent or received in Callingly.
- Call Lead
Creates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.
- Delete Lead
Deletes a Callingly lead.
- Find Lead
Finds a Callingly lead by phone number and returns the first match.
- Get Call
Returns one Callingly call by its ID, with its outcome, duration, recording and transcript.
- Get Lead
Returns one Callingly lead by its ID, with its contact details and status.
- List Sequences
Returns the follow-up sequences in the Callingly account.
- List Teams
Returns the teams in the Callingly account.
- List Users
Returns the users (agents) in the Callingly account.
- Schedule Call
Creates or updates a lead and schedules a call from your team to the lead at the time you choose.
- Schedule SMS
Schedules a text message to an existing Callingly lead for a future time.
- Send SMS
Sends a text message from one of your Callingly numbers to a lead.
- Update or Tag Lead
Updates a Callingly lead's details, status, stage or tags.
- New object record
Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
- New or updated object record
Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
- Create object record
Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.
- Delete object record
Deletes an existing SObject record by object type and record ID.
- Describe object
Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.
- Find most recent created or updated record
Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
- Find object records
Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.
- Get object record
Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
- List objects
Lists all available SObject types (standard and custom) on the org.
- SOQL query
Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
- Update object record
Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Callingly
Callingly to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Callingly to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Callingly to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Callingly to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Callingly to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Callingly to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
More into Salesforce
Mailchimp to SalesforceMailchimp marketing automation and email platform.
QuickBooks Online to SalesforceQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Pipedrive to SalesforcePipedrive is a sales CRM and pipeline management tool.
Questions
Callingly and Salesforce, answered
What can start an automation from Callingly?
Any of Callingly's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Updated or Tagged and New SMS. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Salesforce when something happens in Callingly?
Any of Salesforce's 9 actions, including Create object record, Find most recent created or updated record, Update object record and Describe object. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesforce to Callingly?
Yes. When something happens in Salesforce, your agent can act in Callingly too. This page covers both directions: Salesforce's triggers and Callingly's actions are listed here as well.
Do I have to build a connector for Callingly or Salesforce?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Callingly and Salesforce without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.