Setup guides

Connect your tools to Coco.

One guide per integration: the plan or role you need, each setup step in order, and what to do when a key is rejected. These are the same guides Coco shows next to the connect form in the app.

  • Apollo

    Coco searches and enriches people and companies in Apollo. Sending email, enrolling sequences and paid lookups always wait for your OK.

  • CRM / Database

    A CRM for teams without one, or a prospect database next to HubSpot or Salesforce. Changes need your OK in chat unless Autonomous mode is on.

  • HubSpot

    Coco reads your HubSpot pipelines, deals, contacts and email history. It never changes anything in HubSpot.