Twenty CRM

The Twenty CRM integration lets agents look up and create people, companies and opportunities, move opportunities between stages, and add notes in your Twenty workspace.

Connect

Twenty uses an API key.

1. In Twenty, go to Settings → APIs & Webhooks and create an API key. Copy it: Twenty shows it only once.
2. In the VoisX console, open your project and go to Tools → Add tool → From template.
3. Find Twenty CRM and select it.
4. Enter the Base URL (https://api.twenty.com/rest for Twenty Cloud, or https://<your-domain>/rest if you host Twenty yourself) and paste the API key.
5. Select the actions you want to enable and click Install integration.

Actions

Action	What it does
List People	Lists people
Search Person by Email	Finds a person by email address
Create Person	Creates a person
List Companies	Lists companies
Search Company by Domain	Finds a company by its website domain
Create Company	Creates a company
List Opportunities	Lists opportunities
Create Opportunity	Creates an opportunity
Update Opportunity Stage	Moves an opportunity to another stage
Create Note	Creates a note
Link Note to Record	Attaches a note to a person, company or opportunity

Example: log a call

At the end of every sales call:
1. Use Search Person by Email with the caller's email. If not found, use Create Person.
2. Use Search Company by Domain with the domain of their email. If not found, use Create Company.
3. Use Create Note with a three-line summary of the call, then Link Note to Record on the person.

Troubleshooting

401 Unauthorized

The API key was deleted or has expired. Create a new key in Twenty and reinstall the integration.

Duplicate people or companies

Always search before creating. Tell the agent in its prompt to use the search actions first.