Covve Scan + LeadConnector
Scan cards in Covve Scan and add or update opportunities in LeadConnector
Effortlessly manage your sales leads with this seamless automation. When a new card is scanned in the Covve Scan app, this workflow instantly adds or updates an opportunity in the LeadConnector app, ensuring your pipeline stays up-to-date and organized. Focus on nurturing your relationships while staying on top of business opportunities.
Effortlessly manage your sales leads with this seamless automation. When a new card is scanned in the Covve Scan app, this workflow instantly adds or updates an opportunity in the LeadConnector app, ensuring your pipeline stays up-to-date and organized. Focus on nurturing your relationships while staying on top of business opportunities.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!Add/Update Opportunity
Adds or updates an existing opportunity.
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Scanned Card
Triggers when a new card is scanned and saved.
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date of Birth
Campaign IDRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
