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 Twenty + Relevance AI integration without writing code:
- Start with a clean CRM setup: Use clear naming conventions for records and maintain consistent data formats.
- Utilize pre-built workflows: Relevance AI provides templates for common operations like creating, updating, or deleting records—perfect for quick implementation.
- Connect with care: Ensure you authorize the correct Twenty account and set the appropriate permissions during the integration setup.
- Test before scaling: Execute API calls on sample data first to identify potential issues before applying changes to live records.
- Monitor API usage: Be aware of rate limits and implement throttling to avoid hitting request caps.
