Resources

Documentation

Everything you need to connect your mailboxes and start turning replies into pipeline. Full API reference ships with general availability.

1. Connect your mailboxes

Coldbean connects Gmail and Outlook over OAuth, plus any IMAP/SMTP mailbox with an app password. Access is scoped to reading and organising mail — Coldbean never sends on your behalf.

2. Filter the noise

Smart filters split genuine replies from bounces, auto-responders, and out-of-office notes so your team only works real conversations.

3. Read Bean Score

Every inbound reply is scored Hot, Warm, or Decaf based on intent signals: meeting requests, pricing questions, objections, and referrals. Scores are suggestions, not guarantees — reps always stay in control.

4. Build your pipeline

Positive replies auto-create deals in DealFlow. Customise stages, deal values, and close probability, then sync to HubSpot, Salesforce, or Pipedrive.

Need help?

Email support@coldbean.ai and a human will reply.

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