Supabase Integration

Connect a Supabase project and pull records from any table or view into your CRM lead inbox. Schema is auto-discovered via the OpenAPI spec. Records are live-read on each page load — only promoted records enter your CRM, so there's no background sync to maintain.

Prerequisites#

• Supabase project (free tier works).
• Project URL and an API key — anon key, service_role key, or a custom JWT.
• A table or view containing the records you want to surface in the Lead Inbox.
• Coeffection role with integrations:manage permission.

Connecting Supabase#

1. In the Supabase dashboard, go to Settings → API and copy your Project URL and the API key you want to use.
2. In Coeffection: Admin Settings → Integrations → Supabase → Connect.
3. Enter your Project URL and paste the API key.
4. Select a table or view — Coeffection auto-discovers the schema via OpenAPI.
5. Map source columns to Coeffection entity fields using the guided wizard.
6. Records appear in your Lead Inbox — promote, reject, or snooze them one by one.

What you get#

• Live-read inbox — no background sync to maintain. Each Lead Inbox page load queries Supabase fresh; only records you promote enter the CRM database.
• OpenAPI schema discovery— column types and relationships are auto-detected; you don't hand-define mappings.
• Flexible authentication — anon keys (public-table access), service_role keys (full database access), or custom JWTs (per-user or scoped).
• Promote / Reject / Snooze workflow — same triage flow as the rest of the Lead Inbox; mirrors Airtable, CSV, and other lead sources.
• Shared wizard with entity creation — the same mapping wizard that creates new entity types from CSV uploads also maps Supabase columns.