Solve CRM is a powerful platform designed to manage customer relationships and streamline CRM workflows. With Relevance AI, you can elevate your CRM capabilities by leveraging AI Agents to automate processes and gain deeper insights.
Solve CRM provides robust tools for managing customer interactions, while Relevance AI empowers these processes with intelligent AI Agents that automate tasks and derive insights from your data.
Predictive Pipeline Orchestration
AI agent analyzes historical CRM data to optimize sales stages and forecast deal outcomes with higher accuracy
Real-time Customer Intelligence
Agent continuously monitors customer signals across touchpoints to deliver proactive engagement recommendations
Adaptive Performance Optimization
Agent learns from successful outcomes to continuously refine sales strategies and team effectiveness
Relevance AI seamlessly integrates with Solve CRM to enhance your customer relationship 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 Solve CRM account
- A Relevance AI account with access to your project settings
- Authorization credentials (you'll connect securely using API keys—no sensitive info stored manually)
Security & Reliability
This integration enables seamless communication between Solve CRM and Relevance AI, allowing you to manage customer relationships and automate CRM workflows. The integration provides capabilities for creating contacts and making authorized API calls to Solve CRM's platform, with key benefits including automated contact management, secure OAuth authentication, flexible API access, and streamlined data synchronization.
To get started, ensure you have a Solve CRM account with API access, OAuth credentials, and a Relevance AI account. You'll also need Node.js 12.x or higher and an HTTPS-enabled environment.
Once you have the prerequisites, install the Relevance AI SDK and configure OAuth authentication. After initializing the client, you can create contacts and make custom API calls effortlessly.
For creating a contact, simply provide the necessary contact data, and the integration will handle the rest. Similarly, for making custom API calls, specify the method and path, and receive the response in a structured format.
In case of any issues, refer to the troubleshooting guide for common errors and their solutions. Implement best practices for error handling, data validation, and response handling to ensure smooth operation.
For additional support or detailed API documentation, please refer to the official Solve CRM API documentation or contact our support team.
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 Solve CRM + Relevance AI integration without writing code:
- Start with a clean contact list: Ensure that all contact fields are clearly defined and consistently formatted.
- Utilize pre-built workflows: Relevance AI provides templates for creating and managing contacts, making it easy to get started.
- Connect securely: Double-check your OAuth credentials and permissions to ensure a smooth integration process.
- Test API calls with sample data: Before implementing on live data, test your API calls to avoid potential issues.
- Monitor API usage: Be mindful of rate limits and implement throttling to prevent service interruptions.
