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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.

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

    Triggers when a new card is scanned and saved.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

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

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
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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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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier