NetHunt CRM is a versatile customer relationship management tool that allows you to manage records, comments, and Gmail threads effectively. With Relevance AI, you can elevate your CRM experience by leveraging AI Agents to automate processes and gain deeper insights into your customer interactions.
NetHunt CRM streamlines your customer relationship management with powerful record and comment management. Relevance AI amplifies these capabilities by enabling AI Agents to automate tasks and provide insights that drive engagement and efficiency.
Seamless Email Intelligence
The AI agent analyzes and extracts actionable insights from Gmail threads while automatically syncing with CRM records.
Predictive Pipeline Orchestration
Leverages historical data patterns to optimize sales workflows and automate lead qualification processes.
Strategic Insight Generation
Transforms raw CRM data into actionable business intelligence through pattern recognition and trend analysis.
Relevance AI integrates seamlessly with NetHunt CRM, 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 NetHunt CRM account
- A Relevance AI account
- Authorization credentials (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration between NetHunt CRM and Relevance AI utilizes secure OAuth authentication, ensuring that only authorized workflows can access your CRM data. Relevance AI manages API operations (such as finding, creating, updating records, and adding comments) seamlessly in the background, allowing you to focus on your core tasks without worrying about errors, formatting, or limits.
With built-in validation and type conversion, your workflows will operate smoothly, even when data formats differ. This integration empowers you to automate CRM record management, streamline comment handling, and leverage advanced search capabilities, all while maintaining a seamless connection with your Gmail threads.
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 NetHunt CRM + Relevance AI integration without writing code:
- Start with a well-structured NetHunt CRM setup: Use clear folder names and consistent field formats to ensure smooth data management.
- Utilize pre-built workflows: Relevance AI provides templates for automating record creation, updates, and comment management—perfect for quick implementation.
- Connect with precision: Make sure to authorize the correct NetHunt CRM account and folder during the integration setup.
- Test thoroughly before scaling: Execute automations on sample records first to identify potential issues before applying them to your entire dataset.
- Monitor API usage: Be mindful of rate limits by spacing out requests and using batch operations to avoid throttling.
