Integration
Connect CONSENSUS and Prospect CRM
When New Lead fires in CONSENSUS, your agent runs Add lead in Prospect CRM, or New contact in Prospect CRM to Create Lead in CONSENSUS. 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 CONSENSUS and Prospect CRM 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 CONSENSUS and Prospect CRM can do together
From CONSENSUS to Prospect CRM
When New Lead in CONSENSUS
then Add lead in Prospect CRM
When Demo Watched in CONSENSUS
then Add contact in Prospect CRM
From Prospect CRM to CONSENSUS
When New contact in Prospect CRM
then Create Lead in CONSENSUS
When New lead in Prospect CRM
then Find Leads in CONSENSUS
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 CONSENSUS and Prospect CRM
Triggers and actions 4 triggers · 33 actions
Trigger
Demo WatchedTriggers when a demo you sent from Sales Accelerator is watched again (its view count goes up).
Trigger
New LeadTriggers when a new lead is captured in Consensus, such as a viewer filling out a demo's lead form.
Action
Create Demo LinkCreates a marketing share link for a demo.
Action
Create LeadCreates a lead in Consensus from a contact's name, email and company.
Action
Create Mail Merge LinkCreates a mail merge link for a demo using your email platform's merge tags.
Action
Delete RecipientDeletes a demo recipient and their data by email address.
Action
Find LeadsReturns leads captured by your demos, optionally filtered by email address or date range.
Action
Find RecipientFinds a demo recipient by email address.
Action
Find Sent DemosReturns the demos your team has sent to prospects, with their view counts and recipients.
Action
Get Current UserReturns the Consensus user this connection acts as and their organization.
Action
Get Demo by Link HashReturns the demo that a Consensus share link points to.
Action
Get Mail Merge LinkReturns one mail merge link.
Action
List Mail Merge LinksReturns your mail merge links.
Action
List Mail Merge PlatformsReturns the email platforms you can build mail merge links for.
Action
Search DemosReturns the demos whose title matches your search text, with their preview links and owners.
Action
Send DemoSends a demo to a prospect contact and returns the personal share link.
Action
Update Sent DemoUpdates the company or opportunity on a demo you sent.
Trigger
New contactTriggers when a new contact is added in Prospect CRM.
Trigger
New leadTriggers when a new lead is created in Prospect CRM.
Action
Add bookingCreates a booking (a scheduled appointment or reservation) in Prospect CRM.
Action
Add contactCreates a new contact in Prospect CRM and returns the created contact record.
Action
Add leadCreates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
Action
Create CustomerCreates a customer (company) record in Prospect CRM and returns the new company.
Action
Create EntityCreates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
Action
Find companiesReturns the companies in Prospect CRM that match a filter, such as a company name.
Action
Find contactsReturns the contacts that match a filter, such as an email address or surname.
Action
Find EntityFinds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
Action
Find leadsFinds leads in Prospect CRM that match a filter condition and returns the matching lead records.
Action
Get companyReturns a single company record by its ID.
Action
Get contactReturns a single Prospect CRM contact by its contact ID.
Action
List webhook actionsReturns the webhook event types Prospect CRM can subscribe to.
Action
Update companyUpdates an existing company in Prospect CRM, changing only the fields you fill in.
Action
Update contactUpdates an existing contact in Prospect CRM. Only the fields you fill in are changed.
Action
Update EntityUpdates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
Action
Update leadUpdates an existing lead in Prospect CRM. Only the fields you fill in are changed.
Action
Update Opportunity StatusChanges the status of an opportunity (lead) in Prospect CRM.
Action
Update Problem StatusUpdates the status of an existing problem (support case) in Prospect CRM.
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
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More into Prospect CRM
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Google Sheets to Prospect CRMGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Prospect CRMGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
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Google Drive to Prospect CRMGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Prospect CRMMailchimp marketing automation and email platform.
Questions
CONSENSUS and Prospect CRM, answered
What can start an automation from CONSENSUS?
Any of CONSENSUS's 2 triggers in the catalog, including New Lead and Demo Watched. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Prospect CRM when something happens in CONSENSUS?
Any of Prospect CRM's 18 actions, including Create Customer, Create Entity, Update company and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Prospect CRM to CONSENSUS?
Yes. When something happens in Prospect CRM, your agent can act in CONSENSUS too. This page covers both directions: Prospect CRM's triggers and CONSENSUS's actions are listed here as well.
Do I have to build a connector for CONSENSUS or Prospect CRM?
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 CONSENSUS and Prospect CRM 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.