Nectar CRM integration
NectarCRM is a solution for customer relationships, focused on the management and acceleration of sales.
What your agents can do with Nectar CRM
4 pre-built Nectar CRM tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
Create Task
Created a new task.
Create Sale Opportunity
Created a sale opportunity.
Create Contact
Created a new contact.
Create Appointment
Created a new appointment.
Set up Nectar CRM 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 Nectar CRM account
In Relevance AI, open Integrations and add Nectar CRM, then paste your API key. You will find it in your Nectar CRM account settings.
Use Nectar CRM in an agent
Create a tool, add a Nectar CRM tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Nectar CRM to work in your agents
Connect Nectar CRM alongside 1,800+ other integrations and let your agents run the busywork.