Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Integrations · CRM · Marketing

Connect WhatConverts to Coherence.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

. 2 triggers can start a workflow, and 4 actions can run inside one.

Start free All integrations

New LeadCreate a Coherence record

A Coherence record changes

Create Lead

Updated LeadUpdate a Coherence record

A Coherence workflow runs

Export Leads

TRIGGERS AND ACTIONS

Everything WhatConverts can do in a workflow.

Triggers start a workflow when something happens in WhatConverts. Actions are the steps a workflow can run there.

Triggers · 2New LeadUpdated Lead

Actions · 4Create LeadExport LeadsUpdate LeadFind Lead

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with WhatConverts.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Bring WhatConverts activity into CoherenceStart from a supported WhatConverts event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with · New Lead
or Updated LeadFinishes with · Create or update a Coherence record

Act in WhatConverts from a Coherence workflowUse a change in Coherence to run a supported WhatConverts action, so the next step follows the record instead of relying on someone to copy it.

Starts with · A Coherence record or workflow changes

Finishes with · Create Lead
or Export Leads

Connect WhatConverts to the wider customer workflowCombine WhatConverts with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.

Starts with · New Lead
or Updated Lead

Finishes with · Create Lead, then preserve the outcome in Coherence
or Export Leads

SET UP

How to connect WhatConverts.

The exact authentication fields depend on WhatConverts. The workflow structure stays straightforward.

1Connect the accountAuthorize the WhatConverts account and permissions the workflow needs.

2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.

3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

Apps for the same workflow.

Apps that share a category with WhatConverts or provide a complementary trigger or action.

ActiveCampaignMarketing · CRM9 triggers · 7 actions

WhatsScaleCommunication · Marketing · CRM5 triggers · 28 actions

Instantly.aiMarketing · CRM2 triggers · 6 actions

PhantomBusterMarketing · CRM1 trigger · 2 actions

PredictLeadsProductivity · CRM · Marketing0 triggers · 12 actions

Reply.ioCRM · Marketing0 triggers · 10 actions

QUESTIONS

WhatConverts integration questions.

What can I automate with the WhatConverts integration?

WhatConverts currently provides 2 triggers that can start a workflow and 4 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.

How many WhatConverts triggers and actions are available?

WhatConverts currently lists 2 triggers and 4 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can WhatConverts connect to other apps through Coherence?

Yes. A workflow can combine supported WhatConverts triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect WhatConverts?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect WhatConverts?

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