Covve Scan + Salesforce
Create Saleforce records from new Covve Scan card scans
Imagine scanning an important business card of a potential sales lead and then having to manually copy the data to your company's CRM. That's a clear waste of effort and source of potential risks. This Zapier automation solves this problem by creating a lead in Salesforce every time that you scan a card in Covve Scan.
Imagine scanning an important business card of a potential sales lead and then having to manually copy the data to your company's CRM. That's a clear waste of effort and source of potential risks. This Zapier automation solves this problem by creating a lead in Salesforce every time that you scan a card in Covve Scan.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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