Scan new cards in Covve Scan and create or update contacts in EngageBay Marketing
Capture vital business card details with Covve Scan and instantly update or generate new contacts in your EngageBay Marketing app. This efficient workflow ensures no important information slips through the cracks, boosting your marketing efforts and saving you time from manual data entry. Stay up-to-date effortlessly, with your contact list always current and promptly reflecting any changes.
Capture vital business card details with Covve Scan and instantly update or generate new contacts in your EngageBay Marketing app. This efficient workflow ensures no important information slips through the cracks, boosting your marketing efforts and saving you time from manual data entry. Stay up-to-date effortlessly, with your contact list always current and promptly reflecting any changes.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!Create or Update Contact
Updates the contact based on the email address. Creates a new contact if one is not found.
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Scanned Card
Triggers when a new card is scanned and saved.
Try ItNew Company
Triggers when a new company is created.
Try ItNew Deal
Triggers when a new deal is added to your account upon confirmation.
Try ItGet Owners
Trigger to get all owners.
Try It
TagRequired
Try ItNew Contact
Triggers when a new contact is added to your account upon confirmation (has completed any applicable double opt-ins).
Try ItNew Event
Triggers when a new event is added to your account upon confirmation.
Try ItNew Task
Triggers when a new task is added in the EngageBay.
Try It