Covve Scan + LeadConnector
Covve Scan + LeadConnector
Covve Scan + LeadConnector integrations
Scan cards in Covve Scan and add or update opportunities in LeadConnector
Effortlessly manage your sales leads with this seamless automation. When a new card is scanned in the Covve Scan app, this workflow instantly adds or updates an opportunity in the LeadConnector app, ensuring your pipeline stays up-to-date and organized. Focus on nurturing your relationships while staying on top of business opportunities.
- When this happens...Scanned CardTriggers when a new card is scanned and saved.
- automatically do this!Add/Update OpportunityAdds or updates an existing opportunity.
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More things you can do with Covve Scan and LeadConnector
Discover other triggers and actions you can use with Covve Scan and LeadConnector
- Scanned Card
Triggers when a new card is scanned and saved.
Try ItTriggerInstant - First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
ActionWrite- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
ActionWrite- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
ActionWrite
- In PipelineRequired
- Moved to Stage
Try ItTriggerInstant- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
ActionWrite- Phone Number
- Email
- First Name
- Last Name
- Full Name
ActionWrite
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 LeadConnector
LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
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