Twenty CRM

Connect Twenty CRM to Hay to let your AI agent look up and manage people, companies, notes, tasks, and any custom object in your workspace.

What is Twenty CRM?#

Twenty is a modern, open-source CRM where teams track people, companies, notes, and tasks — and can add their own custom objects and fields. Connecting Twenty to Hay lets your AI agent recognize customers, pull up their company details, log notes and follow-up tasks, and work with any custom object you've defined — all while the conversation is happening.

How to Connect Twenty CRM#

1. In Twenty, go to Settings → APIs & Webhooks → Generate API Key and copy the key
2. In the Hay dashboard, go to Integrations → Marketplace
3. Find Twenty CRM and click Connect
4. Fill in Twenty API URL — if you use Twenty Cloud, this is https://api.twenty.com; if you self-host Twenty, use your own instance address (without any /rest at the end)
5. Fill in API Key with the key you copied in step 1 (it's stored encrypted)
6. Save — Hay verifies the connection against your workspace right away

The same setup works for both Twenty Cloud and self-hosted Twenty workspaces — only the API URL differs. For technical details, see the plugin page on GitHub: https://github.com/hay-chat/hay-core/tree/master/plugins/core/twenty

What Hay Can Do with Twenty CRM#

Once connected, your agent gets 26 Twenty tools:

People#

• Find a person by their email address
• Get a person's full details
• Search people by name or other criteria
• Create a new person
• Update a person's information
• List everyone who works at a given company

Companies#

• Find a company by its website domain or by name
• Get a company's full details
• Search or list companies
• Create a new company
• Update a company's information

Notes & Tasks#

• Create a note and attach it to a person or company
• List the notes on a person or company
• Create a task (for example, a follow-up reminder)
• Find and update existing tasks

Custom Objects & Workspace Schema#

• Discover the objects and fields in your workspace — including any custom objects you've added
• Look up the valid options for dropdown-style fields
• List, read, create, update, and delete records of any object type — so custom objects work just like the built-in ones

Your agent uses these tools automatically as conversations unfold: when a customer writes in, it can find them by email, check their company, log a note about the conversation, and create a follow-up task — no manual CRM work required.