Revamp CRM is a comprehensive customer relationship management platform that streamlines sales processes and enhances customer engagement.
Supercharge your CRM with AI Agents that can intelligently interact with customers, automate workflows, and drive better business outcomes.
Revamp CRM excels at managing customer relationships and sales processes. Relevance AI enhances this with intelligent AI Agents that can automate interactions, qualify leads, and deliver personalized customer experiences at scale.
Intelligent Engagement
The agent can interact with customers in real-time, providing personalized responses based on their history.
Seamless Data Access
The agent can pull and utilize customer data from Revamp CRM for informed decision-making.
Automated Insights
The agent can analyze customer behavior and generate actionable insights without manual intervention.
Relevance AI gives you access to a wide variety of Revamp CRM tools within your AI-powered workflows.
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 Revamp CRM account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Revamp CRM data. Relevance AI handles API operations (like GET, POST, PUT, DELETE, PATCH) in the background—so you don't have to worry about authentication tokens, request formatting, or rate limits.
Built-in validation and error handling ensure your CRM workflows run smoothly, with automatic data type conversion and response formatting.
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.
