Covve Scan + Zoho CRM
Create or update Zoho CRM entries when new cards are scanned in Covve Scan
Speed up your CRM data entry with this integration. When you scan a card in Covve Scan, it will seamlessly create or update a module entry in your Zoho CRM. This smooth process helps you keep your contacts updated without manual intervention, enhancing your productivity by directly populating your CRM with essential information. Harness this workflow to maintain accurate records and drive efficiency in your business.
Speed up your CRM data entry with this integration. When you scan a card in Covve Scan, it will seamlessly create or update a module entry in your Zoho CRM. This smooth process helps you keep your contacts updated without manual intervention, enhancing your productivity by directly populating your CRM with essential information. Harness this workflow to maintain accurate records and drive efficiency in your business.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!Create/Update Module Entry
Create or update module entries
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Scanned Card
Triggers when a new card is scanned and saved.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try It
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
