Force Manager integration
The CRM to Supercharge Sales Teams. On the road. In the office. From home.
What your agents can do with Force Manager
6 pre-built Force Manager tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
List All Users
Returns a list of all users in the app.
Find Contact
Search for an existing contact by email, name, or phone.
Create Opportunity
Creates a new business opportunity in ForceManager.
Triggers (3)
New Opportunity
Emit new event when a new opportunity is created.
New Contact
Emit new event when a new contact is created.
New Activity
Emit new event when a new activity is created.
Set up Force Manager in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Force Manager account
In Relevance AI, open Integrations and add Force Manager. You will be sent to Force Manager to sign in and approve access, and the connection is stored against your workspace.
Use Force Manager in an agent
Create a tool, add a Force Manager tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Force Manager to work in your agents
Connect Force Manager alongside 1,800+ other integrations and let your agents run the busywork.