Covve Scan + Zoho CRM
Create new Zoho CRM entries from scanned cards in Covve Scan
Easily manage your business contacts with this smart workflow. Whenever you scan a new card in the Covve Scan app, it will instantly create a new module entry in your Zoho CRM. This way, you can streamline your contact management process, saving time and ensuring no important information is lost or overlooked. Enjoy seamless coordination between Covve Scan and Zoho CRM with this efficient automation.
Easily manage your business contacts with this smart workflow. Whenever you scan a new card in the Covve Scan app, it will instantly create a new module entry in your Zoho CRM. This way, you can streamline your contact management process, saving time and ensuring no important information is lost or overlooked. Enjoy seamless coordination between Covve Scan and Zoho CRM with this efficient automation.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!Create Module Entry
Creates a new entry in a module
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Scanned Card
Triggers when a new card is scanned and saved.
Try ItNew Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
