The tools you use, connected to Docvivo
See on one screen which services send data to Docvivo. Set up what isn't connected yet and manage what is, all from here.
- Meta
- API
Also included
Meta: WhatsApp, Instagram, Messenger, Lead Ads
WhatsApp Business Platform, Instagram DM, Facebook Messenger and Meta Lead Ads connect through Meta's own connection screens.
- WhatsApp Business Platform
- Instagram DM
- Facebook Messenger
- Meta Lead Ads
Google Calendar and Google Contacts
Export appointments to Google Calendar in one click, and import your contacts from Google Contacts.
- Google Calendar
- Google Contacts
Email and import
SMTP email is used for notifications. Import your existing records from Excel in bulk.
- Email (SMTP)
- Excel import
API access key and add-on modules
Connect the forms on your website and your own systems with an API access key. The Turkish Ministry of Health integration (SYS/e-Nabız, SKRS, e-Rapor) is offered as an add-on module.
- API access key
- Turkish Ministry of Health (add-on module)
Other features
Frequently asked questions
Which channels can I manage messages from?
WhatsApp, Instagram DM and Facebook Messenger messages land in one real-time inbox. Submissions from Meta lead forms and from the forms on your website also become potential records automatically.
How can I bring my existing customer and client records into Docvivo?
Your data from Excel or other systems is transferred into the Docvivo CRM platform with smart import tools and the guidance of our technical team, with zero risk of data loss.
From first message to sale, start today
Create your free account, connect your channels and greet your first potential. Wherever you get stuck during setup, our team is there to help.
