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.
Best Practices for Non-Technical Users
To get the most out of the Revamp CRM + Relevance AI integration without writing code:
- Organize CRM data: Maintain clean contact records and standardized field formats.
- Leverage API endpoints: Use predefined API paths for common operations like contact management and lead tracking.
- Authenticate properly: Verify OAuth permissions and account access before running automations.
- Monitor responses: Check API response status codes to ensure successful data transmission.
- Optimize requests: Batch updates when possible and implement proper error handling.
