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App Connector · CRM & support

Twenty

Track customers and sales in Twenty from chat.

Manage companies, contacts, deals, notes, and tasks in your Twenty customer records.

Download PlexonHow connectors work

What you can do

A connector lets the assistant use an app or tool for you. Once connected, ask it to work with Twenty.

Read customer records

Companies, people, deals, notes, tasks, and the custom record types you use.

Keep the pipeline moving

Capture leads, advance deals, and log notes and tasks as you talk.

Choose the fields you need

Add fields and record types that match how you sell.

Start from nothing

The assistant can set Twenty up on your own servers or on Twenty cloud.

Things you can ask

Type these in chat once the connector is on.

Set up a CRM for my business and shape it around how we sellAdd the lead I just met: Ada Lovelace at Acme, from the conferenceMove the Acme deal to Proposal and log a note from the callWhich deals over 10k have not moved in two weeks?

What you need

Use Twenty on your own servers or in Twenty cloud. Copy your Twenty address and an account connection key into Plexon.

Setup details

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.

For an installation on your own servers, Twenty uses Docker. Twenty cloud is the hosted option.

Plexon encrypts saved passwords and connection keys on your computer.

When a task uses an online app, that app receives the request. Its results may also be sent to the AI service handling your chat. You can turn the connector on for one workspace and leave it off for another.

More in CRM & support

Connectors stack: turn on several and the assistant moves work between them.

SalesforceFind sales opportunities, update customer records, and check which leads need a follow-up.HubSpotManage contacts, companies, deals, and tickets.GoHighLevelManage contacts, conversations, appointments, sales opportunities, and payments for one GoHighLevel sub-account.ZendeskSearch, create, and update support tickets.IntercomSearch conversations and contacts.MailchimpManage audiences, campaigns, and email automations.

Connect Twenty to Plexon

Install Plexon, open Apps, and follow the setup steps for Twenty. Then describe what you want to do in chat.

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