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Agile CRM + Covve Scan

Create Agile CRM contacts for new scans in Covve Scan

Do you find yourself spending too much time copying contact details from one source to another while risking errors in valuable data? This Zapier automation will take this pain away by creating a contact in Agile CRM for every new scan that you do in Covve Scan.

Do you find yourself spending too much time copying contact details from one source to another while risking errors in valuable data? This Zapier automation will take this pain away by creating a contact in Agile CRM for every new scan that you do in Covve Scan.

  1. When this happens...
    Covve ScanCovve Scan
    Scanned Card

    Triggers when a new card is scanned and saved.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Covve Scan triggers, actions, and search

    Scanned Card

    Triggers when a new card is scanned and saved.

    Trigger
    Instant
    Try It
  • Agile CRM triggers, actions, and search

    Changing Any Deal Milestone

    Changing any milestone in Agile CRM should be triggered.

    Trigger
    Instant
    Try It
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agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Related categories

  • CRM (Customer Relationship Management)

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