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HANDBOOK

The Ultimate Coda Handbook for Sales Teams

Connect your team, data, and processes with these Coda solutions.

Brian Lederman

Packs in Sales & customer success

packs
FreeProTeamEnterprise
Enterprise$30
Salesforce

By Coda

Two-way sync (beta)
Connect the world's #1 CRM platform with Coda.
Pro$5
Google Calendar

By Coda

Two-way sync (beta)
See your events and create new events from your doc.
Gmail
Pro$5
Gmail

By Coda

See and send emails from your doc by connecting to Google.
Weather
Free
Weather

By Coda

See forecasts for any location. Powered by AccuWeather.
Typeform
Free
Typeform

By Coda

Sync responses to user surveys and online forms to your doc.
Coda Webhook
Team$2
Coda Webhook

By Simpladocs Packs

Trigger Coda Webhook automations and send custom data with your requests
Google Contacts
Pro$5
Google Contacts

By Coda

See and update your contacts from doc.
Pro$5
Shopify

By Coda

Manage products, customers, and orders.
Team$10
QuickBooks

By Leandro Zubrezki

Two-way sync (beta)
Manage your QuickBooks Online companies from your docs.
Enterprise$30
HubSpot

By Coda

Connect your HubSpot CRM platform to Coda.
FedEx
Free
FedEx

By Coda

Track FedEx packages by tracking number.
Calendly
Free
Calendly

By Punit Shah

Sync your Calendly links and scheduled events
Microsoft Outlook Calendar
Enterprise$30
Microsoft Outlook Calendar

By Pack Whale

Sync and edit your calendar events.
Google Tasks
Free
Google Tasks

By Louca Dufault

See your tasks and create new tasks from your doc.
Microsoft Outlook Mail
Enterprise$30
Microsoft Outlook Mail

By Pack Whale

Read and send Outlook emails.
Free
Barcode

By Coda

Generate barcodes from a table.
Stripe
Team$10
Stripe

By Leandro Zubrezki

Two-way sync (beta)
Supercharge your company’s financial data with the power of docs.
JotForm
$5
JotForm

By Simpladocs Packs

Bring in submissions, gather data, and even delete submissions
Documint
Free
Documint

By Documint LLC

Create custom PDFs from your Coda Docs
Fireflies
Free
Fireflies

By Simpladocs Packs

Sync meetings and full transcripts of all your meetings
Recurrence Rule
Free
Recurrence Rule

By Louca Dufault

Build recurrence into your docs & tables to make event dates repeat according to a custom schedule
Free
UPS

By Coda

Track the status of UPS packages.
Team$10
Intercom

By Coda

Customer support, from a doc.
Webflow
Team$10
Webflow

By Leandro Zubrezki

Two-way sync (beta)
Sync your Webflow collections, including e-commerce data and form submissions as tables.
Twitter
Free
Twitter

By Spencer Chang

Explore tweets, twitter users, and followers!
Twilio
Pro$5
Twilio

By Coda

Send text messages directly from your doc.
HTML Email Builder
Free
HTML Email Builder

By Ben Lee

Generate HTML for professional, newsletter style emails.
Fathom AI Notetaker
Free
Fathom AI Notetaker

By Richard White

Never take notes on a Zoom call again. Organize your call recordings & highlights in Coda
Todoist
$3
Todoist

By Luis Curiel

Manage your Todoist tasks and projects from your home base.
Harvest
Free
Harvest

By Simpladocs Packs

Sync clients, timesheets, invoices and more