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Microsoft 365 (Office 365) Outlook Email Integration
How to integrate MS Outlook emails with Coevera to track email communications with Contacts related to Accounts, Leads and Opportunities… integrate to and enter your password, if prompted ⤵ You’ll then need to click on “Accept” to grant… How to connect each user’s Microsoft 365 (formerly Office 365) Outlook Email to Coevera
How to enable and use the Office 365 Sharepoint Online Integration to Coevera Cloud
How to enable Office 365 Sharepoint integration to Coevera Cloud to link to files stored in Sharepoint/OneDrive from within Coevera… you’ll now be able to choose to select that file from MS Sharepoint… How to activate the Sharepoint integration in the Coevera Automation Hub
How to enable and use the Microsoft Teams Video Calling Integration to Coevera
Learn how to activate Microsoft Teams Video Calling from the Automation Hub and how to access within Appointments in Coevera… How to activate the Microsoft Teams Video Calling integration in the Coevera Automation Hub… How to use the Video Calling widget with Microsoft Teams
Call via MS Outlook Add-In on Mobile Devices
This article describes how you can initiate a call via the Coevera MS Outlook Add-In on your mobile device… How Calling via the MS Outlook Add-In Works… Call with MS Outlook Add-In on Mobile Devices
Integrating your Google Contacts with Coevera
How to integrate your Google Contacts with Coevera… Follow the example below of a bidirectional sync to understand how to sync contacts to and from Coevera… How to connect your Google Contacts to Coevera
Office 365 Tasks Integration
How to integrate Microsoft Office 365 Outlook Tasks (To Do) with Coevera… How to connect Microsoft Outlook Tasks (To Do) to Coevera… Follow the example below to understand how to sync tasks to Coevera: Open Microsoft Outlook and create
Integrating your Google Calendar with Coevera
This article will show you how to integrate your Gmail Calendar with Coevera… Anyone wishing to switch it off will need to navigate to their User Avatar, then the “Settings” button… Follow the example below to understand how to sync Google Calendar
How to enable and use the PandaDoc Integration to Coevera
Learn how to activate and integrate PandaDoc with Coevera's Automation Hub and how to access, create and send documents… How to activate the PandaDoc integration in the Coevera Automation Hub… When you come to send your proposal, you'll be able to use the pull-down menu for the person in role
Integrating your Microsoft 365 (Office 365) Contacts with Coevera
How to integrate your Microsoft 365 Contacts with Coevera to synchronise Contacts between Outlook and Coevera… Pick the Microsoft account you want to integrate to and enter your password if prompted ⤵ You’ll… then need to click on “Accept” to grant permission for the integration to work ⤵ Select one of
How to enable and use the Jira Integration to Coevera
Learn to activate and integrate Jira with Coevera from the Coevera automation hub… type fields to map to in Coevera ⤵ The message tells me I need to create a new custom field to add… How to activate the Jira integration in the Coevera Automation Hub