Coco
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Setup guide

Connect CRM / Database to Coco

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.

How you connect
Built into Coco
CRM / Database docs
Not needed
Last checked
Connect in Coco →

What Coco does

Coco reads your pipelines, deals, contacts and companies in CRM / Database. Changes go through a separate write credential. In Ask mode Coco asks before each change. In Autonomous mode it makes routine changes itself, but replacing a whole record always asks.

Before you start

  • Nothing to set up elsewhere. Coco creates the CRM / Database account for you.
  • Only you can use this connection; teammates connect their own.

Steps

  1. Step 1: Click Use CRM / Database

    Under CRM read access, click Use CRM / Database. Coco creates your account and connects it. You'll see the account it connected to.

  2. Step 2: Use your own token insteadOptional

    If you already have a CRM / Database account, create a personal access token there with exactly the crm:read scope. Paste it into the Personal access token field and click Connect.

Troubleshooting

Coco turns down the token because of its scopes

Create a new token in CRM / Database with only the crm:read scope, then paste it here.

Coco can't read the CRM account

Ask a CRM / Database admin to turn on API access for the account, then try the same token again.

A brand-new token doesn't work yet

New tokens can take a few seconds to activate. Wait, then click Check connection. Don't create another token.