Integration

Connect Salesforce and Google Sheets

When New object record fires in Salesforce, your agent runs Add Row in Google Sheets, or New Rows in Google Sheets to Create object record in Salesforce. 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 Salesforce and Google Sheets 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 Google Sheets and Salesforce lets a spreadsheet feed real records into the CRM and lets CRM changes land back in a tab people already read. Rows added or edited in Google Sheets can create or update Accounts, Leads, Opportunities or Cases in Salesforce, and new or changed Salesforce records can be appended or upserted into the sheet.

Example flows

What Salesforce and Google Sheets can do together

From Salesforce to Google Sheets

From Google Sheets to 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 Google Sheets

Triggers and actions 18 triggers · 55 actions

Each app on its own

Reviews

What our customers say

More from Salesforce

More into Google Sheets

Questions

Salesforce and Google Sheets, answered

How do I avoid creating duplicate Salesforce records from a spreadsheet row?

Before writing, the agent uses Find object records or a SOQL query in Salesforce to look for a match on a field such as company name or email. If a record comes back it runs Update object record, and only creates a new record when nothing matches.

Can the sheet show the Salesforce record ID after a record is made?

Yes. After Create object record returns, the agent can write the ID back with Update Spreadsheet Row or Upsert Row in Google Sheets, so the row and the CRM record stay linked for later updates.

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 Google Sheets when something happens in Salesforce?

Any of Google Sheets's 46 actions, including Add Row, Upsert Row, Create Chart and Create Conditional Formatting Rule. Your agent maps the data both ways and tests every scenario before it ships.

Can it also run from Google Sheets to Salesforce?

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

Do I have to build a connector for Salesforce or Google Sheets?

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 Google Sheets 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.