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.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!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.
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