Clientify is a powerful CRM platform designed to streamline sales and customer management processes. With Relevance AI, you can elevate your CRM capabilities by leveraging AI Agents to automate workflows and enhance decision-making.
Clientify empowers you to manage customer relationships effectively, while Relevance AI amplifies this by enabling AI Agents to automate tasks and optimize interactions based on data-driven insights.
Predictive Pipeline Orchestration
The AI agent leverages historical data patterns to optimize sales pipeline movement and forecast outcomes with enhanced accuracy.
Dynamic Lead Qualification
The agent continuously evaluates and scores leads using real-time behavioral data and engagement metrics for precise qualification.
Proactive Customer Intelligence
Your agent anticipates customer needs and potential issues by monitoring engagement patterns and behavioral signals.
Relevance AI seamlessly integrates with Clientify, enhancing your CRM workflows with intelligent automation.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Clientify account
- A Relevance AI account with access to your projects and datasets
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration enables seamless connectivity between Clientify's CRM capabilities and Relevance AI's workflow automation platform, allowing you to manage contacts, tasks, and automate CRM operations programmatically. This streamlines your sales and customer management processes.
With automated contact management, task creation and tracking, and OAuth-based secure authentication, you can ensure that your workflows are both efficient and secure. The RESTful API integration and custom field support further enhance the flexibility of your operations.
To get started, ensure you have the required accounts and credentials, including a Clientify account with API access and OAuth credentials. You'll also need a Relevance AI account with the appropriate access level.
Once your environment is set up with Node.js 12.x or higher and HTTPS support for OAuth callbacks, you can install the integration package and configure your OAuth credentials. Initializing the API client is straightforward, allowing you to quickly create contacts, tasks, and update contact information.
For troubleshooting, common issues such as authentication errors, rate limiting, and invalid contact statuses are addressed with clear solutions. Implementing best practices like error handling, data validation, and logging will further enhance the reliability of your integration.
For additional support or detailed API documentation, refer to the Clientify API Documentation and Relevance AI Integration Docs, as well as community forums. Always handle sensitive data securely and follow security best practices when implementing the integration.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Clientify + Relevance AI integration without writing code:
- Start with a clean Clientify setup: Organize your contacts and tasks with clear naming conventions and consistent data formats.
- Utilize pre-built workflows: Relevance AI provides templates for automating contact management and task creation—perfect for quick implementation.
- Connect securely: Ensure you authorize the correct Clientify account and set the appropriate OAuth permissions during setup.
- Test before scaling: Execute automations on a small set of data first to identify potential issues before applying them broadly.
- Monitor API usage: Be mindful of rate limits and implement strategies like batching requests to avoid hitting thresholds.
