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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.

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    When this happens...
    Covve ScanCovve Scan
    Scanned Card

    Triggers when a new card is scanned.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite

Supported triggers and actions

What does this mean?
covve-scan logo
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.

Related categories

  • Productivity
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