Pipeline CRM is a comprehensive tool for managing deals, contacts, and tasks within your organization. With Relevance AI, you can elevate your CRM capabilities by harnessing AI Agents to drive smarter decision-making and enhance operational efficiency.
Pipeline CRM streamlines deal management and contact handling, while Relevance AI empowers you to leverage that data with intelligent AI Agents that automate and optimize your processes.
Seamless Data Orchestration
The AI Agent gains the ability to automatically coordinate and optimize complex data workflows across multiple sources in real-time.
Intelligent Relationship Synthesis
Enables the Agent to create meaningful connections between customer data, deals, and activities for enhanced business intelligence.
Real-time Decision Acceleration
Combines Pipeline's data processing capabilities with AI analysis for instant, data-driven decision support.
Relevance AI seamlessly integrates with Pipeline CRM, enhancing your workflows with powerful data transformations and insights.
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 Pipeline account
- A Relevance AI account with access to the project you want to integrate
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
This integration enables secure and efficient interaction between Pipeline CRM and your applications through Relevance AI's transformation platform. With OAuth authentication, only authorized workflows can access your Pipeline CRM data, ensuring enterprise-grade security.
Relevance AI manages API operations (like creating deals, finding contacts, and scheduling tasks) in the background, allowing you to focus on your business processes without worrying about errors, formatting, or rate limits.
Built-in validation and type conversion ensure that your workflows run smoothly, even when data formats vary, while comprehensive access to Pipeline CRM's features simplifies complex CRM operations.
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 0CodeKit + Relevance AI integration without writing code:
- Start with a clear setup: Ensure your 0CodeKit account is properly configured with the necessary OAuth credentials and permissions.
- Utilize example code: Leverage the provided code snippets for PDF compression and barcode reading to jumpstart your integration.
- Validate inputs: Always check your input parameters for correctness before making API calls to avoid unnecessary errors.
- Test with sample data: Run your automations using test PDFs and images to ensure everything works smoothly before going live.
- Monitor API usage: Keep an eye on your API calls to avoid hitting rate limits, and implement caching where appropriate.
