Relintex CRM integration
Solutions for Finance, Insurance, and Legal Teams.
Set up Relintex CRM in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
1
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
2
Connect your Relintex CRM account
In Relevance AI, open Integrations and add Relintex CRM, then paste your Username and Password. You will find it in your Relintex CRM account settings.
3
Call Relintex CRM from an agent
Create a tool and add an API tool step. Your agent can call any Relintex CRM endpoint using the account you just connected.
Put Relintex CRM to work in your agents
Connect Relintex CRM alongside 1,800+ other integrations and let your agents run the busywork.