Covve Scan + Sierra Interactive

Covve Scan + Sierra Interactive integrations

Create new leads in Sierra Interactive from scanned cards in Covve Scan

Easily manage your networking efforts with this streamlined process. Once you scan a business card using the Covve Scan app, a new lead will be immediately created in your Sierra Interactive app. This seamless workflow helps you stay organized and acts promptly on networking opportunities, enhancing your CRM efficiency.

When this happens...
Scanned CardTriggers when a new card is scanned and saved.
TriggerInstant
automatically do this!
Create LeadCreate a new lead in your Sierra account.
ActionWrite

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More things you can do with Covve Scan and Sierra Interactive

Discover other triggers and actions you can use with Covve Scan and Sierra Interactive

Scanned Card
Triggers when a new card is scanned and saved.
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Agent
  Required
- New Tag
  Required
- Sites
  Required
Trigger
Instant
Try It
- Message
  Required
- Lead Id or Email or Phone
  Required
Action
Write

- Traditional Action Plan
  Required
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone Number
  Required
Action
Write
- Type
  Required
- Description
  Required
- Due Date
  Required
- Lead ID or Email or Phone
  Required
Action
Write

- Lead Id or Email or Phone Number
  Required
Action
Write
- Traditional Action Plan
  Required
- Lead Id or Email or Phone Number
  Required
- Note
Action
Write

- Site
  Required
- Agent
  Required
- Source Type
- Type
- Source
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Site
  Required
- Agent
  Required
Trigger
Instant
Try It
- Sites
  Required
- Agent
  Required
Trigger
Instant
Try It
- Fully Automated Action Plan
  Required
- Note
- Start Next Day if Applied After
- Lead Id or Email or Phone Number
  Required
Action
Write
- Lead First Name
  Required
- Lead Last Name
  Required
- Password
  Required
- Lead Type
- Lead Status
- Email
  Required
- Email Status
- Phone
- Phone Status
- Agent
- Referral Fee
- Send Registration Email
- Lead Source Type
- Note
- Tags
- Source
- Site
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write
- Lead Id or Email or Phone
  Required
Action
Write
- Fully Automated Action Plan
  Required
- Update Action Plan Status
  Required
- Lead Id or Email or Phone Number
  Required
- Note
Action
Write
- Lead Id or Email or Phone
  Required
- First Name
- Last Name
- Password
- Email
- Phone
- Referral Fee
- Note
- Lead Status
- Email Status
- Phone Status
- Source Type
- Tags
- Remove Tags
- Source
- City
- Street Address
- Zip
- State
- Home Anniversary
- Birthday
Action
Write

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.

Learn moreLearn moreHelpHelp

Related categories

Productivity

About Sierra Interactive

Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your business.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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