Integrations
Connect Cothon with Salesforce, Pipedrive, Slack, Microsoft Teams, and Google
Integrations
Connect Cothon with the tools your team already uses. CRM integrations keep your sales pipeline in sync with your procurement work, and messaging integrations bring notifications and a conversational assistant into Slack and Microsoft Teams.
All integrations connect through OAuth — you authorize Cothon in the other product, and you can disconnect at any time. Cothon never sees or stores your password for these services.
Available integrations
| Integration | What it does |
|---|---|
| Salesforce | Bidirectional sync of opportunities, bid analyses, and proposals with your Salesforce org |
| Pipedrive | Sync opportunities, analyses, and proposals to Pipedrive deals, with automatic custom-field provisioning |
| Slack | Notifications to a default channel, a conversational bot, slash commands, and interactive opportunity messages |
| Microsoft Teams | Notifications with adaptive cards and a conversational bot for search and status questions |
| Profile sync — import your name and profile photo from your Google account |
Note
"Sign in with Google" and "Sign in with Microsoft" for logging in to Cothon are separate from these integrations and are always available on the login screen. The integrations on this page connect your Cothon profile and workflow to external tools after you are signed in.
Connecting an integration
- Go to Settings → Integrations.
- Find the integration you want and click Connect.
- Sign in to the external service and authorize the requested permissions.
- You are returned to Cothon with the connection active.
Each connection shows its status on the Integrations page, and most integrations offer a Send test message or sync action so you can confirm everything works right away.
What each integration is best for
CRM sync (Salesforce, Pipedrive) — keep government opportunities you are pursuing visible in the same pipeline as your commercial deals. When an analysis completes or a proposal is generated, the linked CRM record is updated so your sales team sees the latest state without leaving their CRM.
Messaging (Slack, Teams) — receive notifications in a channel you choose and ask the assistant questions ("find opportunities about network security", "show my projects") directly from chat.
Google profile — one-click import of your display name and avatar so your Cothon profile matches the rest of your workspace. You choose which connected account (Google, Slack, or Teams) supplies your effective avatar and title in Settings → Profile.
Disconnecting
Each integration has a Disconnect button in Settings → Integrations. Disconnecting:
- Removes the stored access tokens from Cothon immediately
- Stops all future syncs and notifications for that integration
- Leaves data already synced to the external system in place — nothing is deleted on either side
You can reconnect at any time.
Tip
For complete removal, also revoke Cothon's access from the other product's side (for example, Salesforce Connected Apps or Slack App Management).
Next steps
- Salesforce — CRM sync setup and field reference
- Pipedrive — deals, pipelines, and custom fields
- Slack — notifications, bot, and slash commands
- Microsoft Teams — notifications and the PM Assistant bot
- Google — profile sync
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