Integration
Connect Salesloft and vTiger CRM
When Call Created or Updated fires in Salesloft, your agent runs Create Contact in vTiger CRM, or New Contact (polling) in vTiger CRM to Add task in Salesloft. 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 Salesloft and vTiger CRM 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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)Example flows
What Salesloft and vTiger CRM can do together
From Salesloft to vTiger CRM
When Call Created or Updated in Salesloft
then Create Contact in vTiger CRM
When Meeting Created or Updated in Salesloft
then Create Lead in vTiger CRM
From vTiger CRM to Salesloft
When New Contact (polling) in vTiger CRM
then Add task in Salesloft
When New event in vTiger CRM
then Add note in Salesloft
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 Salesloft and vTiger CRM
Triggers and actions 15 triggers · 29 actions
Trigger
Account Created, Updated or DeletedTriggers when an account (company) is created or updated in Salesloft.
Trigger
Cadence Created, Updated or DeletedTriggers when a cadence is created or updated in Salesloft.
Trigger
Call Created or UpdatedTriggers when a call is created or updated in Salesloft.
Trigger
Meeting Created or UpdatedTriggers when a meeting is created or updated in Salesloft.
Trigger
Note Created, Updated or DeletedTriggers when a note is created or updated in Salesloft.
Trigger
Person Created, Updated or DeletedTriggers when a person is created or updated in Salesloft.
Trigger
Step Created, Created/Updated or DeletedTriggers when a cadence step is created or updated in Salesloft.
Trigger
Task Created, Completed or DeletedTriggers when a task is created or updated in Salesloft.
Trigger
User Created or UpdatedTriggers when a user is created or updated in Salesloft.
Action
Add noteCreates a note on a Salesloft person or account, optionally linked to a call.
Action
Add person to cadenceAdds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
Action
Add taskCreates a call, email or general task in Salesloft for a person, assigned to a user.
Action
Create PersonCreates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
Action
Delete personDeletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
Action
Find accounts by criteriaFinds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
Action
Find PersonFinds people in Salesloft by email address. Returns the first match and the list of all matches.
Action
Find UserFinds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
Action
Get personReturns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
Action
List cadencesReturns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
Action
Remove person from cadenceRemoves a person from a cadence by deleting their cadence membership.
Trigger
New Contact (polling)Fires when a new Contact is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New eventTriggered when any new event is added to your calendar.
Trigger
New Lead (polling)Fires when a new Lead is created in vTiger. Polls via VTQL ordered by createdtime.
Trigger
New opportunityTriggered when a new opportunity (Potential) is created in vTiger CRM.
Trigger
New organizationTriggered when any new organization (Account) is added in vTiger CRM.
Trigger
New ticketTriggered when any new ticket (HelpDesk record) is added.
Action
Create AccountCreate an Account (organization) in vTiger. Provide accountname (required) plus any other Account fields.
Action
Create ContactCreate a Contact in vTiger. Provide lastname (required) and any other Contact fields.
Action
Create LeadCreate a Lead in vTiger. Provide lastname and company (required) plus any other Lead fields.
Action
Create OpportunityCreate an Opportunity (Potential) in vTiger. Provide potentialname, related_to, sales_stage, closingdate (required) plus other fields.
Action
Create RecordCreate a record in any vTiger module. Pass elementType (module name) and element (a JSON object of field values).
Action
Create TicketCreate a Help Desk Ticket in vTiger. Provide ticket_title, assigned_user_id (required) plus other fields.
Action
Delete RecordDelete a vTiger record by its id (e.g. 11x123).
Action
Describe ModuleDescribe the fields and metadata of a vTiger module.
Action
Get Current User (me)Return the logged-in vTiger user — useful as a connection/auth smoke test.
Action
List AccountsList Accounts (organizations) via VTQL. Optional limit (default 100).
Action
List ContactsList Contacts via VTQL. Optional limit (default 100).
Action
List LeadsList Leads via VTQL. Optional limit (default 100).
Action
List Modules (listtypes)List all accessible vTiger modules (element types).
Action
List OpportunitiesList Opportunities (Potentials) via VTQL. Optional limit (default 100).
Action
List TicketsList Help Desk Tickets via VTQL. Optional limit (default 100).
Action
Query (VTQL)Run a vTiger Query Language (VTQL) SELECT statement and return matching records.
Action
Retrieve RecordRetrieve a single record by its vTiger record id (e.g. 11x123).
Action
Update RecordUpdate an existing vTiger record. The element JSON must include the record id and all mandatory fields.
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
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Questions
Salesloft and vTiger CRM, answered
What can start an automation from Salesloft?
Any of Salesloft's 9 triggers in the catalog, including Account Created, Updated or Deleted, Cadence Created, Updated or Deleted, Call Created or Updated and Meeting Created or Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in vTiger CRM when something happens in Salesloft?
Any of vTiger CRM's 18 actions, including Create Account, Create Contact, Create Lead and Create Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from vTiger CRM to Salesloft?
Yes. When something happens in vTiger CRM, your agent can act in Salesloft too. This page covers both directions: vTiger CRM's triggers and Salesloft's actions are listed here as well.
Do I have to build a connector for Salesloft or vTiger CRM?
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 Salesloft and vTiger CRM 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.