--- title: "Connect Salesforce and GoHighLevel - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Create contact\" in GoHighLevel." canonical: "https://apiant.ai/connect/salesforce-to-gohighlevel" --- # Connect Salesforce and GoHighLevel When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Create contact** in [GoHighLevel](https://apiant.ai/connections/gohighlevel), or **New or updated contact** in GoHighLevel to **Create object record** in Salesforce. Describe the whole flow and it is built, tested on every scenario and kept running. Salesforce **2** triggers Salesforce **9** actions GoHighLevel **1** trigger GoHighLevel **32** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Salesforce and GoHighLevel 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 Salesforce and GoHighLevel can do together ### From Salesforce to GoHighLevel - When **New object record** in Salesforce then **Create contact** in GoHighLevel - When **New or updated object record** in Salesforce then **Create task** in GoHighLevel ### From GoHighLevel to Salesforce - When **New or updated contact** in GoHighLevel then **Create object record** in Salesforce - When **New or updated contact** in GoHighLevel then **Find most recent created or updated record** in Salesforce 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 Salesforce and GoHighLevel ## Triggers and actions 3 triggers ยท 41 actions - 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 โ€” 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). - Trigger **New or updated contact** Triggered when a contact is created or updated in your HighLevel sub-account. - Action **Add or Remove Tags on Multiple Contacts** Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags. - Action **Create appointment** Book a new calendar appointment. - Action **Create contact** Create a new contact in HighLevel. - Action **Create note** Add a note to a contact. - Action **Create opportunity** Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting. - Action **Create task** Create a task on a contact. - Action **Delete appointment** Cancel/delete a calendar event or appointment. - Action **Delete contact** Delete a contact. - Action **Delete note** Delete a note from a contact. - Action **Delete task** Delete a task from a contact. - Action **Find contacts** Search contacts by name, email, phone, or other criteria. - Action **Find conversations** Search conversations by contact or other criteria. - Action **Find opportunities** Search opportunities by pipeline, stage, contact, or other criteria. - Action **Get appointment** Retrieve a single calendar appointment by ID. - Action **Get calendar** Retrieve a single calendar's configuration by ID. - Action **Get contact** Retrieve a single contact by ID. - Action **Get conversation** Retrieve a single conversation by ID. - Action **Get note** Retrieve a single note on a contact. - Action **Get opportunity** Retrieve a single opportunity by ID. - Action **List calendar events** List calendar events within a date range. - Action **List calendars** List all calendars for the location. - Action **List notes** List all notes on a contact. - Action **List tasks** List all tasks on a contact. - Action **Remove tags from contact** Remove one or more tags from a contact. - Action **Send a message** Send an SMS, email, or other conversation message to a contact. - Action **Update appointment** Update an existing calendar appointment. - Action **Update contact** Update an existing contact's fields. - Action **Update note** Update an existing note on a contact. - Action **Update opportunity** Update an existing opportunity's fields. - Action **Update task** Update an existing task on a contact. - Action **Upsert contact** Create a contact or update it if a matching contact already exists. - Action **Upsert opportunity** Create an opportunity or update it if a matching one already exists. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **GoHighLevel** All-in-one sales and marketing platform agencies white-label and resell to their clients โ€” contacts...](https://apiant.ai/connections/gohighlevel) Reviews ## What our customers say ## More from Salesforce - [ **Salesforce to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/salesforce-to-slack) - [ **Salesforce to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/salesforce-to-google-sheets) - [ **Salesforce to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/salesforce-to-stripe) - [ **Salesforce to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/salesforce-to-shopify) - [ **Salesforce to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/salesforce-to-notion) - [ **Salesforce to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/salesforce-to-trello) ## More into GoHighLevel - [ **SendGrid to GoHighLevel** SendGrid by Twilio โ€” email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-gohighlevel) - [ **Calendly to GoHighLevel** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-gohighlevel) - [ **MINDBODY to GoHighLevel** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-gohighlevel) - [ **PostgreSQL to GoHighLevel** Connect directly to a PostgreSQL database and run SQL statements from your automations.](https://apiant.ai/connect/postgresql-to-gohighlevel) - [ **Vercel to GoHighLevel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/vercel-to-gohighlevel) - [ **Apptoto to GoHighLevel** For appointment-based businesses, Apptoto offers automated SMS text, email or voice reminders and online...](https://apiant.ai/connect/apptoto-to-gohighlevel) Questions ## Salesforce and GoHighLevel, answered ### ### What can start an automation from Salesforce? Any of Salesforce's 2 triggers in the catalog, including New object record and New or updated object record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in GoHighLevel when something happens in Salesforce? Any of GoHighLevel's 32 actions, including Create appointment, Create contact, Create note and Create opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from GoHighLevel to Salesforce? Yes. When something happens in GoHighLevel, your agent can act in Salesforce too. This page covers both directions: GoHighLevel's triggers and Salesforce's actions are listed here as well. ### ### Do I have to build a connector for Salesforce or GoHighLevel? 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 Salesforce and GoHighLevel 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.