App Connector · CRM & support
Twenty
Your own open source CRM, worked from chat.
Work your own Twenty CRM: companies, people, deals, notes, and tasks.
What you can do
Turn the connector on with your own account and the assistant works inside Twenty.
Read the CRM
Companies, people, deals, notes, tasks, and your custom objects.
Keep the pipeline moving
Capture leads, advance deals, and log notes and tasks as you talk.
Shape the data model
Add fields and custom objects that match how you sell.
Start from nothing
The assistant can set Twenty up for you first: self-hosted with Docker or on Twenty cloud.
Things you can ask
Type these in chat once the connector is on.
How you sign in
Create an API key in Twenty under Settings, APIs & Webhooks, then paste your server URL and the key. Works with a self-hosted instance and with Twenty cloud.
Whatever the method, you do it once. Credentials are encrypted and stay on your machine; the Plexon server never sees them. Activation is per workspace, so the connector can be on for one project and off for another.
More in CRM & support
Connectors stack: turn on several and the assistant moves work between them.
Connect Twenty to Plexon
Install Plexon, open the Apps view, and turn on Twenty, then sign in once. From then on you just ask.