--- title: "Connect Chatter and CRM in Cloud - APIANT.ai" description: "When \"New Group\" fires in Chatter, your agent runs \"Create or Update Contact\" in CRM in Cloud." canonical: "https://apiant.ai/connect/chatter-to-crm-in-cloud" --- # Connect Chatter and CRM in Cloud When **New Group** fires in [Chatter](https://apiant.ai/connections/chatter), your agent runs **Create or Update Contact** in [CRM in Cloud](https://apiant.ai/connections/crm-in-cloud), or **New or Updated Company** in CRM in Cloud to **Create Post** in Chatter. Describe the whole flow and it is built, tested on every scenario and kept running. Chatter **2** triggers Chatter **19** actions CRM in Cloud **4** triggers CRM in Cloud **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Chatter and CRM in Cloud to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Chatter and CRM in Cloud can do together ### From Chatter to CRM in Cloud - When **New Group** in Chatter then **Create or Update Contact** in CRM in Cloud - When **New Post** in Chatter then **Create or Update Lead** in CRM in Cloud ### From CRM in Cloud to Chatter - When **New or Updated Company** in CRM in Cloud then **Create Post** in Chatter - When **New or Updated Contact** in CRM in Cloud then **Create Post in Group** in Chatter 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 Chatter and CRM in Cloud ## Triggers and actions 6 triggers · 26 actions - Trigger **New Group** Triggers when a new Chatter group is created in the org. - Trigger **New Post** Triggers when a new post appears in the authenticated user's news feed. - Action **Add group** Creates a new Chatter group with a name, visibility and optional description and settings. - Action **Add Member to Group** Add a user as a member of a Chatter group. - Action **Create Post** Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user). - Action **Create Post in Group** Create a new Chatter feed post in the specified group. - Action **Delete comment** Deletes a comment from a Chatter post. - Action **Delete group** Deletes a Chatter group. - Action **Delete post** Deletes a Chatter post (feed element). - Action **Find users by name** Returns the Chatter users whose names match the search text. - Action **Get group** Returns the details of a Chatter group, including its name, description, visibility, owner and member count. - Action **Get My User Info** Get profile information for the authenticated Chatter user. - Action **Get user** Returns a Chatter user's profile details, such as name, title, company, photo and follower counts. - Action **Like Feed Element** Like a Chatter feed element (post). - Action **List group members** Returns the members of a Chatter group, with each member's role and user details. - Action **List Groups** List the Chatter groups in the org. - Action **Post Comment** Add a comment to an existing Chatter feed element (post). - Action **Remove member from group** Removes a member from a Chatter group by deleting their group membership. - Action **Search Feed** Search Chatter feed elements matching a text query. - Action **Update group** Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed. - Action **Update post** Edits the text of an existing Chatter post. - Trigger **New or Updated Company** Triggers when a given action is performed on Company. - Trigger **New or Updated Contact** Triggers when a given action is performed on Contact. - Trigger **New or Updated Lead** Triggers when a given action is performed on Lead. - Trigger **New or Updated Opportunity** Triggers when a given action is performed on Opportunity. - Action **Create or Update Activity** Creates a new activity in CRM in Cloud, or updates an existing one when an Activity ID is supplied. Returns the id of the activity. - Action **Create or Update Company** Creates a new Company, or update an exising one specifying its ID field value. - Action **Create or Update Contact** Creates a new Contact, or update an exising one specifying its ID field value. - Action **Create or Update Lead** Creates a new Lead, or update an exising one specifying its ID field value. - Action **Create or Update Opportunity** Creates a new Opportunity, or update an exising one specifying its ID field value. - Action **Find Anagraphic Emails in List** Finds the email addresses of the companies, contacts or leads that belong to a CRM in Cloud list, optionally narrowed to one email address, one record, or one email type. - Action **Find Company** Returns up to 100 companies that match the specified search filter. ## Each app on its own - [ **Chatter** Salesforce Chatter — post to feeds, comment, like, manage groups, and read news/group feeds via the...](https://apiant.ai/connections/chatter) - [ **CRM in Cloud** CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony...](https://apiant.ai/connections/crm-in-cloud) Reviews ## What our customers say ## More from Chatter - [ **Chatter to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/chatter-to-hubspot) - [ **Chatter to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/chatter-to-salesforce) - [ **Chatter to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/chatter-to-slack) - [ **Chatter to Google Sheets** Google Sheets](https://apiant.ai/connect/chatter-to-google-sheets) - [ **Chatter to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/chatter-to-gmail) - [ **Chatter to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/chatter-to-google-calendar) ## More into CRM in Cloud - [ **ActiveCampaign to CRM in Cloud** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-crm-in-cloud) - [ **Airtable to CRM in Cloud** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-crm-in-cloud) - [ **Asana to CRM in Cloud** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-crm-in-cloud) - [ **ClickUp to CRM in Cloud** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-crm-in-cloud) - [ **Brevo to CRM in Cloud** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-crm-in-cloud) - [ **Calendly to CRM in Cloud** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-crm-in-cloud) Questions ## Chatter and CRM in Cloud, answered ### ### What can start an automation from Chatter? Any of Chatter's 2 triggers in the catalog, including New Group and New Post. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in CRM in Cloud when something happens in Chatter? Any of CRM in Cloud's 7 actions, including Create or Update Activity, Create or Update Company, Create or Update Contact and Create or Update Lead. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from CRM in Cloud to Chatter? Yes. When something happens in CRM in Cloud, your agent can act in Chatter too. This page covers both directions: CRM in Cloud's triggers and Chatter's actions are listed here as well. ### ### Do I have to build a connector for Chatter or CRM in Cloud? 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 Chatter and CRM in Cloud 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.