Automation Hub, Activities, Reports Improvements and more

Overview

The headline of this release is a wave of new Automation Hub integrations for the Coevera Cloud. You can now connect Coevera to Dropbox to share documents from Opportunities, Accounts, and other entities; to Mailchimp to track emails sent to Leads, sync Contacts, and assign campaigns to prospects; to Zendesk to sync contacts and surface new tickets in the Activity feed; and to Shopify, where every finished sale creates a won Opportunity. The PandaDoc integration was also updated to pass all contacts related to the entity you are working on straight into PandaDoc, without copy and paste.

Elsewhere, Activities gain comments in the Activity detail for sharing updates on individual tasks, calls, and meetings, plus an enhanced Activity Preview where you can add comments and documents, set a reminder, set up a follow-up, and mark an activity complete without leaving the preview. Reports get unified Drag & Drop across all report settings and a new Context Panel for scrolling through the rest of a report's data while drilling into a single record. A batch of smaller improvements rounds things out — a filterable Pie Chart on an Account's Opportunities tab, auto-populated Contacts and Accounts, the ability to unlink records from an Account, and a warning when an import file holds too many records.

What we're proud of

Your sales stack, connected

The Automation Hub gains four new Coevera Cloud integrations — Dropbox, Mailchimp, Zendesk, and Shopify — so documents, marketing campaigns, support tickets, and completed orders all flow into Coevera, alongside an updated PandaDoc integration that carries related contacts across automatically.

Automation Hub Updates

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  We have added new integrations to the Coevera Cloud! You can now integrate Coevera with:

  • Dropbox – Use Dropbox to instantly share important documents with your sales team. Access your Dropbox from Coevera Opportunities, Accounts and other entities.
  • Mailchimp – Harmonize your Sales and Marketing. Mailchimp integration allows you to track emails sent to your Leads, sync your Contacts and assign your Mailchimp campaigns to prospects, directly in Coevera.
  • Zendesk – Streamline your customer satisfaction Pipeline. You can have your Zendesk contacts synced with Coevera and check any new Zendesk tickets in Coevera Activity feed.
  • Shopify – Every finished sale in Shopify will create a won Opportunity in Coevera, giving you a complete overview of your customer purchase history.
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  PandaDoc Integration Update

  • Forget “copy and paste”. We have updated our PandaDoc integration to have all contacts related to the entity you are working on passed into PandaDoc seamlessly.

#automation-hub-updates

Activities Improvements

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  We have added Comments in the Activity detail, so you can now share updates between your sales team for individual tasks,calls or meetings. Open a saved activity and add Comments in the right hand panel.
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  We have enhanced the Activity Preview in the Activities menu or from the Activities tab of a record. You can now add comments, documents, set a Reminder, set up a follow up and Mark the Activity as Complete directly in the Activity Preview.

#activities-improvements

Reports Improvements

Various Improvements