SETUP GUIDE

Connect. Ready.

Connect your lead sources, import data, automate workflows, and sync your business tools into one clean CRM workflow.

Cortexa Agentic CRM integrations map connecting lead sources and business tools

WhatsApp

Connect WhatsApp and capture leads

Website Forms

Import leads from webforms and sign-ups

Ads

Sync ads, budgets, and ROI in real time

Live Chat

Put chat conversations into your pipeline

Email

Communicate and nurture in one place

Calendar

Sync appointments and schedules

Teams

Collaborate with your team in real time

1

Connect Your Apps

Connect all your lead sources, inboxes, and tools in CORTEXA. Capture leads automatically and sync them into your CRM in real time.

WhatsApp, website forms, and live chat
Email, ads, teams, calendar, and other sources
Unify your pipeline and stop manual work
Connecting WhatsApp, website forms, email, ads, and calendar apps to Cortexa
2

Import Your CRM

Move your existing contacts, leads, and deals into CORTEXA to centralize your CRM.

Migrate contacts, deals, and notes
Keep your data structure and history
Map fields easily with step-by-step import preview
Your Current CRM
HubSpot
Salesforce
Pipedrive
+ more
Secure Migration
➔
CORTEXA
Contacts
Leads
Deals
Activities
3

Import CSV / Excel

Quickly import data from CSV or Excel to add contacts, leads, and more in just a few clicks.

Drag & drop or upload your file
Map columns and preview your data
Clean, validate, and import securely
Drag & drop your file hereor browseCSV, XLSX • Max 50MB
➔
CORTEXA
Contacts
Leads
Deals
Activities
4

Zapier & Automations

Connect CORTEXA with 5,000+ apps using Zapier and automate your workflows.

Trigger on new leads, updates, appointments, and more
Run actions across your favorite apps
Save time and reduce manual work
New Lead in CORTEXATrigger
New Lead in Pipeline
⚡ INSTANT
➔
Notify TeamAction
Send Message to #leads
⏱ 2 SEC
➔
Add to SheetAction
Add Row to Sheet
➔
Send EmailAction
Email Follow-up to Lead
➔
Update CRMAction
Create / Update Contact
5

API & Webhooks

Build powerful integrations with our API and webhooks or connect to thousands of tools.

REST API for real-time CRM access
Webhooks for instant event updates
Secure, scalable, and developer-friendly
API Access
POSThttps://api.cortexa.com/v1/leads
{
  "name": "John Doe",
  "email": "john@example.com",
  "source": "website"
}
View API Documentation
Webhook Events
lead.createdlead.updateddeal.wonmessage.received
Send Webhooks To
https://yourdomain.com/webhooks/cortexa

How It Works

1

Connect Sources

Connect your apps, forms, ads, and tools.

➔
2

Import Data

Bring in your CRM, CSV, or spreadsheets.

➔
3

Automate Workflows

Use Zapier or automations to save time.

➔
4

Sync Everything

All leads and data sync into CORTEXA CRM.

➔
5

Grow Faster

Track, engage, and close more deals.

CORTEXA