--- title: "Connect Salesforce and Sender - APIANT.ai" description: "When \"New object record\" fires in Salesforce, your agent runs \"Unsubscribe Email\" in Sender." canonical: "https://apiant.ai/connect/salesforce-to-sender" --- # Connect Salesforce and Sender When **New object record** fires in [Salesforce](https://apiant.ai/connections/salesforce), your agent runs **Unsubscribe Email** in [Sender](https://apiant.ai/connections/sender), or **New Group** in Sender 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 Sender **4** triggers Sender **10** 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 Sender 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 Sender can do together ### From Salesforce to Sender - When **New object record** in Salesforce then **Unsubscribe Email** in Sender - When **New or updated object record** in Salesforce then **Add group** in Sender ### From Sender to Salesforce - When **New Group** in Sender then **Create object record** in Salesforce - When **New Subscriber** in Sender 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 Sender ## Triggers and actions 6 triggers · 19 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 — 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 Group** Triggers when a new group is created. - Trigger **New Subscriber** Triggers when a new subscriber is added. - Trigger **New Unsubscriber From Group** Triggers when a subscriber is removed from a group. - Trigger **Updated Subscriber** Triggers when a subscriber is updated. - Action **Add group** Create a new subscriber group. - Action **Add Subscriber to Group** Adds a subscriber to a group. - Action **Add / Update Subscriber** Adds a new subscriber. If subscriber with the same email exists, updates the subscriber's data. - Action **Create Campaign** Creates a draft campaign - Action **Get campaign** Retrieve details of a single campaign by campaign id. - Action **Get subscriber** Retrieve a single subscriber's data by email or subscriber id. - Action **List groups** List all subscriber groups on the account. - Action **List subscribers** List all subscribers on the account, paginated. - Action **Remove Subscriber From Group** Removes a subscriber from a group. - Action **Unsubscribe Email** Unsubscribes an email address. ## Each app on its own - [ **Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connections/salesforce) - [ **Sender** Capture leads and turn them into loyal customers through Sender, the easy and affordable email & SMS platform.](https://apiant.ai/connections/sender) 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](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 Sender - [ **SureCart to Sender** The new way to sell on WordPress. A simple yet powerful e-commerce platform designed to grow your business...](https://apiant.ai/connect/surecart-to-sender) - [ **HubSpot to Sender** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sender) - [ **Gmail to Sender** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sender) - [ **Google Calendar to Sender** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sender) - [ **Google Drive to Sender** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sender) - [ **Mailchimp to Sender** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-sender) Questions ## Salesforce and Sender, 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 Sender when something happens in Salesforce? Any of Sender's 10 actions, including Create Campaign, Add group, Add Subscriber to Group and Add / Update Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sender to Salesforce? Yes. When something happens in Sender, your agent can act in Salesforce too. This page covers both directions: Sender's triggers and Salesforce's actions are listed here as well. ### ### Do I have to build a connector for Salesforce or Sender? 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 Sender 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.