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
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)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
When New object record in Salesforce
then Add Row in Google Sheets
When New or updated object record in Salesforce
then Upsert Row in Google Sheets
From Google Sheets to Salesforce
When New Rows in Google Sheets
then Create object record in Salesforce
When Spreadsheet Row Changed in Google Sheets
then Find object records 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 Google Sheets
Triggers and actions 18 triggers · 55 actions
Trigger
New object recordPolling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.
Trigger
New or updated object recordPolling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.
Action
Create object recordCreates 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 recordDeletes an existing SObject record by object type and record ID.
Action
Describe objectReturns 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 recordReturns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).
Action
Find object recordsFinds 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 recordRetrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.
Action
List objectsLists all available SObject types (standard and custom) on the org.
Action
SOQL queryExecutes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.
Action
Update object recordUpdates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).
Trigger
Aggregate Metric ChangedFires when an aggregate metric (sum/avg/count/…) over a column changes.
Trigger
Cell Range Values ChangedFires when the values in a specific cell range change.
Trigger
Conditional Format Rule ChangedFires when a conditional-format rule changes.
Trigger
Data Validation Rule ChangedFires when a data-validation rule changes.
Trigger
Developer Metadata ChangedFires when developer metadata changes.
Trigger
Filtered Range Values ChangedFires when the values in a filtered range change.
Trigger
New RowsFires when new rows are appended to a Google Sheet.
Trigger
New Sheet AddedFires when a new sheet (tab) is added to a spreadsheet.
Trigger
New Spreadsheet CreatedFires when a new spreadsheet is created in the account.
Trigger
Spreadsheet Metadata ChangedFires when spreadsheet metadata changes.
Trigger
Spreadsheet Properties ChangedFires when spreadsheet properties change.
Trigger
Spreadsheet Row ChangedFires when a row matching a query changes.
Trigger
Spreadsheet Search MatchFires when a spreadsheet matching search criteria is found.
Trigger
Table Query Result ChangedFires when the result of a SQL-style table query changes.
Trigger
Table Schema ChangedFires when a table's column schema changes.
Trigger
Worksheet Names ChangedFires when worksheet (tab) names change.
Action
Add RowAppend a row to a Google Sheet
Action
Aggregate Column DataRead a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically).
Action
Auto-Resize Rows or ColumnsAuto-fit row heights or column widths over an index range via autoResizeDimensions.
Action
Change Sheet PropertiesUpdate a worksheet's grid properties (row/column count) using an explicit field mask.
Action
Clear Basic FilterRemove the basic filter from a sheet via clearBasicFilter.
Action
Clear Spreadsheet Row(s)Clear the values in a range (formatting preserved).
Action
Copy RangeCopy a source cell range to a destination range within the spreadsheet.
Action
Copy WorksheetCopy a worksheet into a destination spreadsheet.
Action
Create ChartAdd a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId.
Action
Create Conditional Formatting RuleAdd a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells.
Action
Create Multiple Spreadsheet RowsAppend many rows in one call.
Action
Create SpreadsheetCreate a new Google Sheets spreadsheet with the given title.
Action
Create Spreadsheet ColumnInsert a blank column at a given index.
Action
Create Spreadsheet RowAppend a single row of values to a sheet range.
Action
Create Spreadsheet Row at TopInsert a blank row just below the header (row 2), then write the given values into it in one operation.
Action
Create WorksheetAdd a new worksheet (tab) to an existing spreadsheet.
Action
Delete ChartDelete an embedded chart via deleteEmbeddedObject.
Action
Delete SheetDelete a worksheet from a spreadsheet by sheetId (gid).
Action
Delete Spreadsheet Row(s)Delete a contiguous block of rows by index.
Action
Find and ReplaceFind and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id).
Action
Find SpreadsheetFind spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection).
Action
Find WorksheetReturn the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties.
Action
Format Cell RangeApply background color and bold formatting to a cell range via repeatCell.
Action
Format Spreadsheet RowApply a background color across an entire row via repeatCell over a row range.
Action
Get Conditional Format RulesList all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index).
Action
Get Data RangeRead all values in one or more ranges via batchGet.
Action
Get Data Validation RulesRead the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask).
Action
Get Many Spreadsheet Rows (Advanced)Read multiple ranges at once via batchGet.
Action
Get Row by IDRead a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity.
Action
Get Sheet NamesReturn the titles of all sheets (tabs) in the spreadsheet.
Action
Get Spreadsheet by IDFetch spreadsheet metadata (title, sheets, gids, grid properties).
Action
List ChartsList all embedded charts (chartId + title) across every sheet in the spreadsheet.
Action
Lookup Spreadsheet RowRead a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).
Action
Lookup Spreadsheet Rows (Advanced)Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).
Action
Move ChartReposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition.
Action
Rename SheetRename a worksheet's title.
Action
Search SpreadsheetsSearch spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection.
Action
Set Basic FilterApply a basic filter to a range on a sheet via setBasicFilter.
Action
Set Data ValidationApply a ONE_OF_LIST dropdown data-validation rule to a cell range.
Action
Sort RangeSort a cell range by one column in ascending or descending order.
Action
Update ChartReplace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec.
Action
Update Conditional Format RulesReplace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule.
Action
Update Data Validation RuleOverwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held).
Action
Update Spreadsheet RowOverwrite the values at a specific range.
Action
Update Spreadsheet Row(s)Update one or more disjoint ranges in a single batch.
Action
Upsert RowRead a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script).
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
More from Salesforce
Salesforce to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesforce to StripeStripe is a payment processing platform for online businesses.
Salesforce to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salesforce to NotionA new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Salesforce to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Salesforce to ClickUpClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
More into Google Sheets
HubSpot to Google SheetsHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to Google SheetsSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gmail to Google SheetsGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Google SheetsGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Google SheetsGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Google SheetsMailchimp marketing automation and email platform.
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.