Twenty is a CRM platform that facilitates effective customer relationship management through a powerful API. With Relevance AI, you can supercharge your CRM interactions, allowing AI Agents to automate processes and derive actionable insights from your data.
Twenty's CRM platform streamlines customer relationship management with robust API access. Relevance AI enhances this by integrating intelligent AI Agents that can automate tasks and provide insights based on your CRM data.
Intelligent Data Orchestration
The AI agent seamlessly coordinates and enriches customer data across multiple touchpoints for enhanced relationship insights.
Predictive Pipeline Mastery
Leverages historical patterns and real-time data to forecast sales outcomes and optimize deal progression.
Strategic Data Synthesis
Combines and analyzes multiple data sources to generate comprehensive customer understanding and actionable recommendations.
Relevance AI enables you to leverage Twenty's CRM capabilities directly within your AI-driven 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 enables secure OAuth authentication, ensuring that only authorized workflows can access your Twenty CRM data. Relevance AI manages API operations (such as GET, POST, PATCH, DELETE) seamlessly, allowing you to focus on your core tasks without worrying about errors, formatting, or limits.
With built-in validation and flexible data manipulation options, your workflows can run efficiently, even when dealing with varying data formats. This integration simplifies record management, making it easy to create, update, or delete records in your Twenty CRM.
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.
