Custom CRM Integration

Why connect your CRM?

CooVex can score and analyze leads much more accurately when it has access to your real deal data. Connecting your CRM lets the AI see which leads converted, which churned, and why — making every future recommendation smarter.

Option A: Push leads from CooVex to your CRM

When CooVex discovers or scores a lead, it can automatically create or update a contact in your CRM. Register a CRM endpoint:

POST https://app.coovex.com/api/v1/integrations/crm

{
  "name": "My CRM",
  "endpoint_url": "https://yourcrm.com/api/contacts",
  "auth_header": "Bearer YOUR_CRM_TOKEN",
  "field_map": {
    "name": "full_name",
    "email": "email_address",
    "company": "company_name",
    "score": "coovex_score",
    "status": "lead_stage"
  }
}

Whenever CooVex creates or updates a lead, it sends a POST to your CRM endpoint with the mapped fields. Your CRM just needs to accept a standard JSON body.

Option B: Pull leads from your CRM into CooVex

If your CRM has a REST API, tell CooVex where to fetch contacts from:

POST https://app.coovex.com/api/v1/integrations/crm/pull

{
  "fetch_url": "https://yourcrm.com/api/contacts",
  "auth_header": "Bearer YOUR_CRM_TOKEN",
  "field_map": {
    "full_name": "name",
    "email_address": "email",
    "company_name": "company"
  },
  "sync_interval": "6h"
}

CooVex will pull contacts from your CRM every 6 hours and keep the lead list in sync.

Option C: Webhook-based real-time sync

For real-time sync, configure your CRM to send a webhook to CooVex whenever a contact is created or updated:

Your CRM webhook URL:
POST https://app.coovex.com/api/v1/integrations/crm/inbound?key=YOUR_API_KEY

Payload (CooVex auto-maps common field names):
{
  "name": "Jane Smith",
  "email": "jane@acmecorp.com",
  "company": "Acme Corp",
  "phone": "+1-555-0100",
  "stage": "qualified",
  "deal_value": 4500
}

CooVex accepts any JSON shape — it uses AI to map fields automatically. You do not need to match an exact schema.

Checking sync status

GET https://app.coovex.com/api/v1/integrations/crm/status
Authorization: Bearer YOUR_API_KEY

# Response:
{
  "connected": true,
  "last_sync": "2026-07-06T09:00:00Z",
  "leads_synced": 342,
  "errors": 0
}

Field reference

These are the standard fields CooVex understands. Any field name not in this list is stored as a custom attribute.

• name — full name of the contact
• email — email address (used as unique identifier)
• company — company or organization name
• phone — phone number
• website — company website URL
• status — pipeline stage (new, contacted, qualified, proposal, won, lost)
• deal_value — estimated deal size in your workspace currency
• source — where this lead came from
• notes — free-text notes
• tags — array of string tags

Need help?

If your CRM uses a non-standard format or you need a custom integration, contact us at support@coovex.com — we build custom connectors for Business and Agency plan customers.