Sales Simplify is a cutting-edge sales enablement platform that streamlines B2B sales processes through lead management, analytics, and CRM integration.
Enhance your sales operations with AI agents that can automate qualification, provide insights, and drive engagement.
Sales Simplify excels at lead management and sales analytics. Relevance AI transforms this data into intelligent AI agents that can qualify leads, provide real-time insights, and automate personalized customer engagement.
Intelligent Lead Prioritization
The agent analyzes engagement data to prioritize high-value leads for sales teams.
Dynamic Customer Insights
Real-time analysis of customer behavior enables tailored engagement strategies.
Automated Workflow Orchestration
The agent streamlines repetitive tasks, allowing sales teams to focus on closing deals.
Relevance AI gives you access to Sales Simplify's powerful sales enablement 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 Sales Simplify account
- A Relevance AI account with access to your workspace
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Sales Simplify data. Relevance AI handles API operations (like GET, POST, PUT, DELETE) 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 sales workflows run smoothly, even with complex data transformations.
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 Sales Simplify + Relevance AI integration without writing code:
- Configure OAuth properly: Ensure correct account authorization and permission settings are in place.
- Structure API requests: Use clear endpoint paths and appropriate HTTP methods for each operation.
- Manage headers effectively: Set necessary custom headers while respecting authorization header requirements.
- Handle responses carefully: Monitor response status codes and parse response bodies appropriately.
- Implement rate limiting: Space out API calls to prevent hitting Sales Simplify's request limits.
