Covve Scan + Pipedrive

Create new Pipedrive organizations from scanned cards in Covve Scan

This workflow bridges the gap between Covve Scan and Pipedrive, streamlining your organizational processes. When a business card is scanned in the Covve Scan app, the details are instantly routed to Pipedrive, creating a new organization in the platform. It simplifies data entry, saves time, and ensures that no valuable business contact slips through the cracks.

When this happens...
Scanned Card
Triggers when a new card is scanned and saved.
TriggerInstant
automatically do this!
Create Organization
Creates a new organization.
ActionWrite

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Supported triggers and actions

Scanned Card
Triggers when a new card is scanned and saved.
Trigger
Instant
Try It
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- NoteRequired
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It

New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- FilterRequired
Trigger
Polling
Try It

- Stage in pipeline
Trigger
Instant
Try It
- Org Fields
Trigger
Instant
Try It
- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
Action
Write
- DealRequired
- Add Multiple Products?
Action
Write
- Subject
- Owner
- Organization
- Deal
- Lead
- Project
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Write
- FileRequired
- File Name
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Write
- NameRequired
Action
Write
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- ActivityRequired
- Subject
- Owner
- Organization
- Deal
- Lead
- Project
- Mark as done
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- Copy Null
- PersonRequired
- Name
- Emails
- Phones
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- PersonRequired
Action
Search
- Search type
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
- Search By
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Search type
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- NameRequired
Action
Search or write

- Activity filterRequired
Trigger
Polling
Try It
- FilterRequired
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- PersonRequired
- LabelRequired
Action
Write
- Product IdRequired
- Product Variation IdRequired
Action
Write
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- ContentRequired
- Deal
- Pin note to deal
- Person
- Pin note to person
- Organization
- Project
- Pin note to organization
- Lead
- Pin note to lead
- Pin note to project
Action
Write
- Name
- Emails
- Phones
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy Null
- DealRequired
- Title
- Status
- Stage
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- OrganizationRequired
- Name
Action
Write
- Copy Null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Filter
- Status
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- Search Type
- Owner
- Filter
- Mark as done
- Organization
- Deal
- Lead
- Project
- Type
- Use combined date and time field?
- Duration
- Is Busy?
- Note
- Public description
- Primary Participant
- Participants
Action
Search or write
- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Search or write
- Search type
- Name
- Emails
- Phones
Action
Search or write

About Covve Scan

Covve Scan is an app that scans and accurately reads business cards using Covve’s AI powered business card reader.

Learn more

Related categories

Productivity

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

Create persons in Pipedrive from new scans in Covve Scan

Create Pipedrive leads from new scanned cards in Covve Scan

Covve Scan + Pipedrive

Create new Pipedrive organizations from scanned cards in Covve Scan

Scanned Card

New Activity

New Deal

New Comments in Notes

Organization Matching Filter

New Person

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Discount to Deal

Add Product to Deal

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Activity

Update Lead

Update Person

Update Project

API Request (Beta)

Find Deals Associated With a Person

Find Deals

Find Leads

Find Notes

Find Person

Find Project(s)

Find User

Find or Create Deal

Find or Create Organization

Activity Matching Filter

Deal Matching Filter

New Lead

New Note

New Organization

Deleted Person

New Project

Updated Deal

Updated Person

Add Label to Person

Add Product Variation

Create Deal

Add Follower

Create Note

Create Person

Create Project

Add/Remove Deal Labels

Update Deal

Update Organization

Update Product

Update Task

Find Activity

Find Deal

Find Lead

Retrieve Note

Find Organization

Find Products

Find Task

Find or Create Activity

Find or Create Lead

Find or Create Person

About Covve Scan

Related categories

About Pipedrive

Related categories

Similar apps

Zoho CRM

Zendesk Sell

Agile CRM

Related Zap Templates

Related Zap Templates