Smart Reach is a leading marketing automation platform that streamlines customer engagement and enhances lead generation.
Amplify your marketing efforts with AI Agents that can intelligently segment, personalize, and automate customer interactions.
Smart Reach excels at marketing automation and customer engagement tracking. Relevance AI transforms this into intelligent AI Agents that can personalize interactions and automate complex marketing workflows at scale.
Intelligent Engagement
The agent can analyze customer data to deliver personalized interactions.
Seamless Automation
Automates repetitive tasks, allowing teams to focus on strategic initiatives.
Real-time Insights
Provides immediate analytics to inform decision-making and optimize campaigns.
Relevance AI gives you access to Smart Reach's marketing automation capabilities 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 Relevance AI account
- An Airtable account with access to the base and table you'd like to use
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The integration leverages secure OAuth authentication, ensuring only authorized workflows access your SmartReach data. Smart Reach handles API operations seamlessly in the background—managing request formatting, authentication headers, and response handling automatically.
Built-in request validation and response parsing ensure reliable data exchange between your workflows and the SmartReach platform.
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 SmartReach + Relevance AI integration without writing code:
- Configure API authentication: Ensure proper OAuth setup and permission scopes are granted.
- Structure your requests: Use consistent endpoint paths and HTTP methods for reliable API calls.
- Validate response data: Check status codes and response bodies to confirm successful operations.
- Handle rate limiting: Space out API requests appropriately to avoid hitting SmartReach's limits.
- Monitor integrations: Regularly check API logs and response headers for potential issues.
