--- title: "Connect RampedUp and Salesforce - APIANT.ai" description: "When \"New Alert\" fires in RampedUp, your agent runs \"Create object record\" in Salesforce." canonical: "https://apiant.ai/connect/rampedup-to-salesforce" --- # Connect RampedUp and Salesforce When **New Alert** fires in [RampedUp](https://apiant.ai/connections/rampedup), your agent runs **Create object record** in [Salesforce](https://apiant.ai/connections/salesforce), or **New object record** in Salesforce to **Append Contact** in RampedUp. Describe the whole flow and it is built, tested on every scenario and kept running. RampedUp **1** trigger RampedUp **12** actions Salesforce **2** triggers Salesforce **9** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want RampedUp and Salesforce 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 RampedUp and Salesforce can do together ### From RampedUp to Salesforce - When **New Alert** in RampedUp then **Create object record** in Salesforce - When **New Alert** in RampedUp then **Find most recent created or updated record** in Salesforce ### From Salesforce to RampedUp - When **New object record** in Salesforce then **Append Contact** in RampedUp - When **New or updated object record** in Salesforce then **Find Contact by LinkedIn URL (Any Match)** in RampedUp 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 RampedUp and Salesforce ## Triggers and actions 3 triggers · 21 actions - Trigger **New Alert** Triggers when RampedUp publishes a new company or contact alert, such as a new hire, funding round, acquisition or expansion, optionally limited to the alert types, companies and locations you choose. - Action **Append Contact** Looks up one person in RampedUp's contact database from an email, LinkedIn URL, or name and company, and returns their job title, professional email, phone and company details. Uses RampedUp credits. - Action **Find Contact by LinkedIn URL (Any Match)** Finds a contact by LinkedIn profile URL and returns them if they have ANY of the contact details you ask for (personal email, professional email, mobile or phone), rather than all of them. Uses a credit when a match is found. - Action **Get Account Status** Returns your RampedUp account's plan dates, credit limits and credits used, so an automation can check its remaining balance before appending. - Action **Get Alert by ID** Returns the full details of one RampedUp alert, such as the new hire, funding round, investors or acquisition, by the alert ID from the New Alert trigger. - Action **Get Companies by IDs** Returns the full RampedUp profiles of several companies at once, by their RampedUp company IDs from Search Companies. - Action **Get Company by ID** Returns the full RampedUp profile of one company, including size, revenue, industry, address and technologies, by its RampedUp company ID from Search Companies. - Action **Get Contact by ID** Returns the full, unmasked details of one RampedUp contact, including email and phone, by its RampedUp contact ID from Search Contacts. Uses a credit. - Action **Get Contacts by IDs** Returns the full, unmasked details of several RampedUp contacts at once, by their RampedUp contact IDs from Search Contacts. Uses a credit per contact. - Action **Get Corporate Family** Returns a company's corporate family from RampedUp: its parent, subsidiaries and, optionally, affiliates. - Action **Search Alerts** Searches RampedUp's company and contact alerts, such as new hires, funding, acquisitions and expansions, by date, type, company and location. Searching uses no credits; use Get Alert by ID for full details. - Action **Search Companies** Searches RampedUp's company database by name, industry, size, revenue, location and technology, and returns matching companies. Searching uses no credits; use Get Company by ID for a full profile. - Action **Search Contacts** Searches RampedUp's contact database by title, level, company, location and other filters, and returns matching contacts. Emails and phone numbers come back masked; append a contact to get its full details. Searching uses no credits. - Trigger **New object record** Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending. - Trigger **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. - Action **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. - Action **Delete object record** Deletes an existing SObject record by object type and record ID. - Action **Describe object** Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names. - Action **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). - Action **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. - Action **Get object record** Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list. - Action **List objects** Lists all available SObject types (standard and custom) on the org. - Action **SOQL query** Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY. - Action **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). ## Each app on its own - [ **RampedUp** RampedUp is a B2B data platform with 850 million contact and company records.](https://apiant.ai/connections/rampedup) - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) Reviews ## What our customers say ## More from RampedUp - [ **RampedUp to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/rampedup-to-slack) - [ **RampedUp to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/rampedup-to-stripe) - [ **RampedUp to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/rampedup-to-shopify) - [ **RampedUp to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/rampedup-to-trello) - [ **RampedUp to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/rampedup-to-zoom) - [ **RampedUp to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/rampedup-to-twilio) ## More into Salesforce - [ **HubSpot to Salesforce** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **Google Calendar to Salesforce** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-salesforce) - [ **Google Drive to Salesforce** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-salesforce) - [ **Mailchimp to Salesforce** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-salesforce) - [ **QuickBooks Online to Salesforce** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/quickbooks-online-to-salesforce) - [ **Pipedrive to Salesforce** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-salesforce) Questions ## RampedUp and Salesforce, answered ### ### What can start an automation from RampedUp? Any of RampedUp's 1 trigger in the catalog, including New Alert. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Salesforce when something happens in RampedUp? 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 RampedUp? Yes. When something happens in Salesforce, your agent can act in RampedUp too. This page covers both directions: Salesforce's triggers and RampedUp's actions are listed here as well. ### ### Do I have to build a connector for RampedUp 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 RampedUp 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.