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Covve Scan + IRIS CRM

Create new IRIS CRM leads from new scanned cards in Covve Scan

Simplify your lead generation process with this streamlined workflow. When you scan a card in the Covve Scan app, a new lead is instantly created in your IRIS CRM. It's an efficient way of ensuring valuable contact information from business cards makes its way swiftly and accurately into your CRM, enhancing your sales pipeline and productivity.

Simplify your lead generation process with this streamlined workflow. When you scan a card in the Covve Scan app, a new lead is instantly created in your IRIS CRM. It's an efficient way of ensuring valuable contact information from business cards makes its way swiftly and accurately into your CRM, enhancing your sales pipeline and productivity.

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

    Triggers when a new card is scanned and saved.

    TriggerInstant
  2. automatically do this!
    IRIS CRMIRIS CRM
    Create New Lead

    Create a new lead.

    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
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    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Current StatusRequired

    Trigger
    Instant
    Try It
    • Info

    • Previous StatusRequired

    • New StatusRequired

    Trigger
    Instant
    Try It
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
iris-crm logo
iris-crm logo

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Related categories