Integrations serve as bridges between your AI agents and the external services you rely on daily. By establishing these connections, you can create seamless workflows that span across multiple platforms, allowing your agents to access data from and perform actions within your entire digital ecosystem.For new users, it’s important to understand that integrations enable four key capabilities:
Connecting external services to your Relevance AI account
Setting up triggers that automatically activate your agents based on external events
Using pre-built actions that allow your agents to interact with external platforms
Creating custom API calls for advanced integration scenarios
Let’s explore each of these capabilities in detail.
The first step in leveraging integrations is connecting your external services to Relevance AI:
Navigate to the Integrations page from the left-hand menu of your Relevance AI account
Browse the available integrations and select the service you want to connect
Click on the integration card to begin the connection process
Follow the authentication steps to authorize the connection (typically involves logging into the service or providing API credentials)
Once connected, the integration will appear as “Connected” in your list of available integrations
Each integration may have specific configuration options depending on the service. The platform guides you through the necessary steps to establish a secure and functional connection.
A particularly valuable integration option is connecting your own Large Language Model (LLM) accounts:
Go to the Integrations page in the left-hand menu
Look for the LLM provider you want to connect (such as OpenAI, Anthropic, or Google)
Click on the provider and enter your API key
Once connected, you can use your own LLM account with your agents
This capability allows you to leverage your existing LLM subscriptions and manage usage under your own account, giving you greater control over your AI resources and potentially reducing costs.
Triggers are events from integrated platforms that automatically activate your agents. This transforms your agents from reactive tools that wait for instructions into proactive assistants that respond to events in your digital environment.
Email Integrations (Gmail, Outlook): Trigger an agent when you receive an email matching specific criteria
CRM Integrations (HubSpot, Salesforce): Activate an agent when a new contact is created or a deal stage changes
Support Integrations (Freshdesk, Zendesk): Start an agent workflow when a new support ticket is created
Messaging Integrations (Slack, WhatsApp Business): Trigger an agent when a message is received in a specific channel
For example, with the HubSpot integration, you could set up a trigger that activates your sales assistant agent whenever a new lead is created in your CRM. The agent could then automatically research the lead, prepare a personalized outreach message, and schedule a follow-up task.
This is where integrations truly shine! Once connected, integrations provide a library of pre-built actions that your agents can use to interact with external platforms. These actions can be incorporated into your agent’s workflows at any point, not just as triggers.
These actions are the building blocks of powerful workflows. For example, your agent could use the HubSpot “Get Contact” action to retrieve customer information, then use the “Create Task” action to set up a follow-up, and finally use the Slack “Send Message” action to notify your sales team.The beauty of these actions is that they can be used in any combination and at any point in your agent’s workflow. You’re not limited to a predefined sequence - you can create custom workflows that perfectly match your business processes.
4. Using the Integration’s API Tool Step (Advanced)
For advanced users who need more flexibility than the pre-built actions provide, Relevance AI offers direct API access to your connected integrations:
Create a new tool in the Tools section
Scroll down to Tool Steps
Click ”+ Add Step”
Search for and select the integration’s API tool step (e.g., “HubSpot API”)
Select your connected account from the dropdown
Configure the API endpoint, method, and parameters
Save your tool
This advanced capability allows you to access any functionality exposed by the integration’s API, even if there isn’t a pre-built action for it yet. It’s perfect for custom workflows that require specialized interactions with your external services.
The true power of integrations comes from combining multiple actions across different platforms into cohesive workflows. Here’s an example of how you might use integrations to automate a lead nurturing process:
A new lead is created in HubSpot (trigger)
Your agent uses the Google Search action to research the lead’s company
The agent uses the HubSpot action to add research notes to the contact record
The agent uses the Gmail action to send a personalized introduction email
The agent uses the Google Calendar action to schedule a follow-up task
The agent uses the Slack action to notify the sales team about the new lead
All of this happens automatically, without any manual intervention required. These workflows can dramatically increase efficiency, reduce human error, and ensure consistent execution of your business processes.
Agent Triggers - Learn more about setting up events that automatically activate your agents based on specific conditions or actions.Tools - Discover how to enhance your agents with specialized tools that extend their capabilities and allow them to perform specific tasks.Agent Configuration - Explore the complete process of setting up and customizing your AI agents to work with integrations and other features.
Q: How many integrations can I connect to my Relevance AI account?
A: There is no hard limit on the number of integrations you can connect. You can connect as many services as you need to support your workflows.Q: Can I connect multiple accounts from the same service?A: Yes, you can connect multiple accounts from the same service. This is useful if you need to work with different accounts for different purposes or clients.Q: What happens if an integration temporarily fails?
A: The system will attempt to reconnect and, if unsuccessful, will notify you of the issue. Your agents will continue to function with their other capabilities while the integration is being restored.Q: Can I create custom integrations if what I need isn’t available?
A: While Relevance AI continually expands its integration library, you can also use webhook integrations or API tool steps to connect with services that don’t have dedicated integrations yet.