Create new Hoops customers from newly scanned cards in Covve Scan
Stay on top of your customer management by enabling this workflow. Whenever you scan a card in Covve Scan, it creates a corresponding customer profile in the Hoops app. This ensures your customer information stays organized and updated without requiring manual data entry. Improve your customer engagement efforts with this streamlined process.
Stay on top of your customer management by enabling this workflow. Whenever you scan a card in Covve Scan, it creates a corresponding customer profile in the Hoops app. This ensures your customer information stays organized and updated without requiring manual data entry. Improve your customer engagement efforts with this streamlined process.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!Create Customer
Triggers when a Customer is created.
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Scanned Card
Triggers when a new card is scanned and saved.
Try ItNew Job
Triggers when a Job is created.
Try ItCompany Name
Company EmailRequired
Company Phone
Company Website
Profile
Billing Address: Address Line 1
Billing Address: Address Line 2
Billing Address: City
Billing Address: State
Billing Address: Post Code
Billing Address: Country
Shipping Address: Address Line 1
Shipping Address: Address Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Post Code
Shipping Address: Country
Contact First NameRequired
Contact Last Name
Contact EmailRequired
Contact Phone Number
New Customer
Triggers when a Customer is created.
Try ItJob Title
Reference
Quantity
Description
Company Name
Company EmailRequired
Company Phone
Company Website
Profile
Billing Address: Address Line 1
Billing Address: Address Line 2
Billing Address: City
Billing Address: State
Billing Address: Post Code
Billing Address: Country
Shipping Address: Address Line 1
Shipping Address: Address Line 2
Shipping Address: City
Shipping Address: State
Shipping Address: Post Code
Shipping Address: Country
Contact First NameRequired
Contact Last Name
Contact EmailRequired
Contact Phone Number