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Covve Scan + Insightly

Covve Scan + Insightly

Covve Scan + Insightly integrations

Create new Insightly records from newly scanned Covve Scan cards

Turn your scanned business cards into actionable insights immediately with this workflow. Once a card is scanned in the Covve Scan app, a new record is swiftly created inside the Insightly app. This streamlines your process, saves time, and ensures no valuable contact slips through the cracks. This integration is ideal for professionals looking to optimize their networking efforts.

  1. When this happens...
    Scanned Card
    Scanned Card
    Scanned CardTriggers when a new card is scanned and saved.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a Record
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More things you can do with Covve Scan and Insightly

Discover other triggers and actions you can use with Covve Scan and Insightly

  • Covve Scan triggers, actions, and search
    Scanned Card

    Triggers when a new card is scanned and saved.

    Trigger
    Instant
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    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Action
    Write
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About Covve Scan
Covve Scan is an app that scans business cards and QR codes using Covve's AI powered business card reader; organizes leads for individuals and teams.
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About Insightly
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
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