Building with Coherence + [Partner]: A Complete Integration Guide

Overview

This guide walks through setting up a bidirectional sync between Coherence CRM and [Partner], enabling:

Real-time data consistency

Automated workflow triggers

Unified reporting

Prerequisites

Coherence account (Pro tier)

[Partner] account

Coherence API key

[Partner] API key

Setup

Step 1: Create Integration User

const integrationUser = await coherence . users . create ({ name : ' Partner Integration ' , email : ' integration@[yourcompany].com ' , role : ' integration ' , permissions : [ ' leads:read ' , ' deals:write ' ] });

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Step 2: Configure Webhooks

await coherence . webhooks . create ({ url : ' https://[partner].com/webhooks/coherence ' , events : [ ' deal.created ' , ' deal.stage_changed ' , ' lead.converted ' ], secret : process . env . WEBHOOK_SECRET });

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Step 3: Sync Logic

app .…