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Connect to cobra

Open the menu with the gear icon in the top right and select Connections. In this dialog, all external systems connected to mailfino are managed.

Open Connections Menu Item
Open Connections Menu Item

If no connection has been established yet, mailfino will directly open the selection of available systems. Otherwise, click on the connection dialog New connection. Then select Cobra CRM from.

Select Cobra as the connection
Select Cobra as the connection

Enter the access data for cobra. Depending on the cobra environment, you will need the user email, password, and tenant ID. Then click on Next.

Enter Cobra access credentials
Enter Cobra access credentials

mailfino checks the connection before saving. If the check is successful, the new connection is created and you will be returned to the connection dialog.

After saving, you will see the cobra connection in the left list. On the right, you can check the access data and open the further areas of the connection.

Saved Cobra Connection
Saved Cobra Connection