Integration

Connect Outlook and Salesforce

When New Contact Added fires in Outlook, your agent runs Create object record in Salesforce, or New object record in Salesforce to Outlook Send Email in Outlook. 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 Outlook and Salesforce to do together?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Examples

Pick one to fill the box, then change anything: the steps, the wording, even the apps. Go as long as you like.

Connect your AI client

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)
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)

Connecting Outlook and Salesforce lets email, calendar and contact activity feed the CRM without anyone retyping it. Incoming and sent mail can look up Salesforce records and create Cases or Tasks against them, while new Salesforce records can send Outlook mail, draft replies or put meetings on the calendar.

Example flows

What Outlook and Salesforce can do together

From Outlook to Salesforce

From Salesforce to Outlook

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 Outlook and Salesforce

Triggers and actions 7 triggers · 272 actions

Each app on its own

Reviews

What our customers say

More from Outlook

More into Salesforce

Questions

Outlook and Salesforce, answered

Can an email from a known customer open a Salesforce Case automatically?

Yes. The New Outlook Message trigger can run Find object records to look for a Contact matching the sender's address, then Create object record to open a Case linked to that Contact, and Outlook Create Draft Reply to prepare the response.

What happens if no matching record exists in Salesforce?

Find object records and SOQL query return nothing when there is no match, so the run can stop there instead of creating anything. You choose whether the following Salesforce or Outlook actions only run when a record was found.

What can start an automation from Outlook?

Any of Outlook's 5 triggers in the catalog, including New Contact Added, New Outlook Message, New Sent Message and New Calendar Event. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Salesforce when something happens in Outlook?

Any of Salesforce's 9 actions, including Create object record, Find object records, Update object record and Find most recent created or updated record. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Salesforce to Outlook?

Yes. When something happens in Salesforce, your agent can act in Outlook too. This page covers both directions: Salesforce's triggers and Outlook's actions are listed here as well.

Do I have to build a connector for Outlook 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 Outlook 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.