Twenty integration

Open-source CRM platform. Use Twenty from Zoft voice agents, chat agents, workflows and AI employees.

Account details
8 actions
2 triggers

Get early access Talk to sales

Starts withNew Person
ZoftAgent or workflow decides what happens next
Then in TwentyCreate Company
AndCreate Contact

Illustrative flow built from Twenty’s real triggers and actions.

Zoft + Twenty

What Zoft can do with Twenty.

01Voice agentsA phone agent can use Twenty actions such as Create Company and Create Contact during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Twenty while it talks to the customer.
03WorkflowsStart a workflow when “New Person” happens in Twenty, or use Twenty as any step on the canvas.
04AI employeesAn AI employee can find and use Twenty actions on its own, and ask for your approval before it sends or changes anything important.

Actions 8

Things Zoft can do in Twenty.

Find PersonSearches for person records in Twenty CRM.
Find CompanySearches for company records in Twenty CRM.
Update PersonUpdates an existing person record in Twenty CRM.
Create CompanyCreates a new company record in Twenty CRM.
Create ContactCreates a new person record in your Twenty CRM workspace.
Update CompanyUpdates an existing company record in Twenty CRM.
Custom API CallMake a custom API call to a specific endpoint
Create OpportunityCreates a new opportunity (deal) in Twenty CRM.

Triggers 2

Events in Twenty that can start a workflow.

New PersonTriggers when a new person is created in Twenty CRM.
New CompanyTriggers when a new company is created in Twenty CRM.

Setup

Connect Twenty in three steps.

01ConnectChoose Twenty in Connections and enter the account details Twenty asks for, such as a store name or token.
02Put it to workAdd Twenty as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Sales and CRM

FAQ

Twenty on Zoft, answered.

What can Zoft do with Twenty?

Zoft supports 8 actions and 2 triggers for Twenty. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Twenty to Zoft?

Choose Twenty in Connections and enter the account details Twenty asks for, such as a store name or token.

Can a voice agent or chat agent use Twenty?

Yes. Once Twenty is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Twenty without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Twenty to work in your operation.