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Covve Scan + Follow Up Boss

Create new inquiries or website events in Follow Up Boss for every scanned card in Covve Scan

Enhance your networking and follow up processes with Covve Scan and Follow Up Boss. When you scan a card with Covve Scan, it immediately creates a record in Follow Up Boss. This integration ensures that you never miss out on a potential client or networking opportunity, allowing for seamless interaction management all in one convenient location.

Enhance your networking and follow up processes with Covve Scan and Follow Up Boss. When you scan a card with Covve Scan, it immediately creates a record in Follow Up Boss. This integration ensures that you never miss out on a potential client or networking opportunity, allowing for seamless interaction management all in one convenient location.

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

    Triggers when a new card is scanned and saved.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    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
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    Action
    Write
covve-scan logo
covve-scan logo

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
follow-up-boss logo

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier