Automation Hub Add-ons
14 articles
- 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
- ZoomInfo IntegrationAdministrators turn on the ZoomInfo integration and choose how Account and Contact records are enriched. Records can be enriched manually, with a ZoomInfo widget in the record form, or automatically,…