Application Integration
We know you have other systems and applications that need to interact with your CRM system so we have made that easy by providing two APIs and a host of native and 3rd party integrations.
50 articles
- Automation HubIn the Automation Hub see which Apps are integrated with Coevera and other suggested integrations. You can also request a custom solution.
- How to enable and configure Active Directory SSO settings to enable single sign-on for CoeveraLearn how to enable and configure Single-Sign-On (SSO) settings to enable single sign on for Coevera Cloud.
- Accessing the Coevera API KeyHow Admins can access your Coevera API Key from the Admin Module
- How to enable and configure Azure AD settings to enable single sign-on (SSO) for CoeveraGuidance for IT Administrators on the settings needed to enable Azure AD (Microsoft Entra ID) for single sign on (SSO) for Coevera.
- Creating a Twilio SendGrid Account and adding SendersGuidance on setting up a SendGrid Account and then adding senders, authenticating the domain, choosing a plan and creating the API key
Integrating Coevera to Microsoft
Quick guide to getting Microsoft & Coevera working together
- Microsoft 365 (Office 365) Outlook Email IntegrationHow to integrate MS Outlook emails with Coevera to track email communications with Contacts related to Accounts, Leads and Opportunities
- Office 365 Tasks IntegrationHow to integrate Microsoft Office 365 Outlook Tasks (To Do) with Coevera
- Coevera Microsoft 365 (Office 365) Outlook Add-inHow to install and use the Microsoft Office 365 Add-in within your Outlook Inbox
- Microsoft 365 (Office 365) — Sending Emails from CoeveraThis article covers sending emails directly from Coevera using the Create Email function, send to a single recipient or group.
- Microsoft 365 (Office 365) — Using Templates with Word and ExcelUsing the Coevera Templates Add-in for Office 365 to pull your Coevera data directly into Word/Excel & saving files to the Documents tab
- Integrating your Microsoft 365 (Office 365) Contacts with CoeveraHow to integrate your Microsoft 365 Contacts with Coevera to synchronise Contacts between Outlook and Coevera
- Integrating your Microsoft 365 (Office 365) Appointments with CoeveraHow to connect your Microsoft 365 Calendar to Coevera and options to choose which appointments will appear in Coevera
- How to enable and use the Office 365 Sharepoint Online Integration to Coevera CloudHow to enable Office 365 Sharepoint integration to Coevera Cloud to link to files stored in Sharepoint/OneDrive from within Coevera.
Integrating Coevera to Google
Quick guide to getting Google & Coevera working together
- Google Add-In — Using Google Forms to create records in CoeveraLearn how to install the Coevera Google Add-in for Google Forms to create Leads, Accounts or Contacts directly into Coevera
- Gmail Integration — Sending Emails from CoeveraGmail users can use the Coevera Create Email option to send emails directly from Coevera and choose a single recipient or a group.
- Integrating your Gmail with CoeveraLearn how to integrate Gmail with Coevera. All emails you send to and receive from Contacts who are in Coevera will appear in Feeds.
- Coevera Google Add-on — Working with GmailHow to install the Coevera Gmail add-on, how to track & compose emails and view and create records in Coevera using the add-on
- How to enable and use the Google Drive Integration to Coevera CloudHow to enable Google Drive integration to Coevera Cloud so your team can share and sync documents between Coevera and Google Drive.
- Google Add-In — Using Google Docs & Google Sheets for Document TemplatesLearn how to install the Coevera Google Add-in with Google Sheets and Google Docs to create templates with information from Coevera.
- Coevera Google Chrome Extension — Using the Web ClipperInstall our Web Clipper to clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Coevera
- Integrating your Google Contacts with CoeveraHow to integrate your Google Contacts with Coevera.
- Integrating your Google Calendar with CoeveraThis article will show you how to integrate your Gmail Calendar with Coevera.
- Integrating your Google Tasks with CoeveraLearn how to connect Google Tasks to Coevera
- BI Feeder — Exporting Coevera Data to use with BI SolutionsThe BI Feeder allows you to export Coevera data to a PostgreSQL that you can access directly using your Business Intelligence solution.
- BI Feeder — Connecting to Google Data StudioThe BI Feeder allows you to export Coevera data to a PostgreSQL database using Google Data Studio
- BI Feeder — Connecting to Microsoft Power BIThe BI Feeder allows you to export Coevera data to a PostgreSQL database and access it using Power BI from Microsoft
- Using the Business Card ScannerLearn how to quickly enter Contact information into Coevera by scanning a business card using the Coevera Mobile App.
- Geolocation - how to use the Map View for Accounts, Contacts, Leads and OpportunitiesHow to use the Map View for Accounts, Contacts, Lead, Opportunities. Learn about Geolocation, using and activating the option
- How to enable and use the Dropbox Integration to Coevera CloudHow to enable Dropbox integration to Coevera Cloud so your team can share and sync documents between Coevera and Dropbox.
- Using the RingCentral Integration to CoeveraLearn how to activate RingCentral with the Coevera automation hub.
- Auto Profiling for Accounts and Contacts in CoeveraHow the auto profiling integration enriches Account and Contact records in Coevera
- How to enable and use the Jira Integration to CoeveraLearn to activate and integrate Jira with Coevera from the Coevera automation hub.
- How to enable and use the Hubspot Integration to CoeveraLearn how to activate and use the Hubspot integration from the Coevera automation hub
- How to enable and use the PandaDoc Integration to CoeveraLearn how to activate and integrate PandaDoc with Coevera's Automation Hub and how to access, create and send documents.
- Automation Hub - Using Analytics and Logs for Integrations and AddonsUse the Analytics and Logs for your addons and integrations to track usage and identify problems
- Location Tracking - Tracking Activities based on their locationActivate this add on to track the location of logged activities created in the Coevera Mobile app
- Email Integration using Twilio SendGridUsing the integration to SendGrid for sending bulk emails from Coevera
- Coevera - WhatsApp Messaging IntegrationConnect a personal WhatsApp account to Coevera to enable conversations with customers directly from Coevera using WhatsApp messages
- Advanced Fields & Forms - Using the Field Mappings Add-onAdmins can create custom field mappings between related entities or update the system mappings
Mobile Applications
Learn how to confidently navigate through our mobile apps!
- Scanning Documents into RecordsUse your phone’s camera in order to scan in documents to records in Coevera.
- Mobile — Creating a New Account or ContactUncover the many different ways to create new Account and Contacts when using Coevera Mobile.
- Using Tasks & Appointments on MobileLearn the assortment of different methods to create new Activities using the Coevera Mobile App.
- Mobile — Contacting Help & SupportThe Coevera Mobile App has a variety of resources to help you get support and assistance for any problems or questions you encounter.
- Dashboard in Mobile AppLearn how to use the Mobile app dashboard and all its features including: open, closed and won opportunities and more
- Opportunities in the Mobile AppHow to create and edit Opportunities, move opportunities in the sales process, handle winning and losing opportunities on the Mobile App.
- Leads in Mobile AppArticle demonstrates how to create and edit leads, moving a lead to a qualified opportunity and handling losing leads on the Mobile app.
- Using the Navigator Menu in Mobile AppHow to use the Navigator Menu on the Mobile App. Viewing different types of targets, using activities card and more.
- Getting started with the Coevera Mobile AppThis article describes how to download and login to the Coevera Mobile Cloud App.
- Call via MS Outlook Add-In on Mobile DevicesThis article describes how you can initiate a call via the Coevera MS Outlook Add-In on your mobile device.
- Call with Desktop App on Mobile DevicesCoevera allows you to initiate calls from your cloud application, making the actual call from your mobile phone