Compass + Covve Scan

Create new Compass leads from scanned cards in Covve Scan

This workflow springs into action when a card is scanned using the Covve Scan app, seamlessly creating a new lead within the Compass app. It provides a clear, efficient solution to manage your business contacts and offers eased lead creation, boosting your productivity. Using generic and universally understood terms, it ensures a hassle-free experience in managing your business prospects.

This workflow springs into action when a card is scanned using the Covve Scan app, seamlessly creating a new lead within the Compass app. It provides a clear, efficient solution to manage your business contacts and offers eased lead creation, boosting your productivity. Using generic and universally understood terms, it ensures a hassle-free experience in managing your business prospects.

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

    Triggers when a new card is scanned and saved.

    TriggerInstant
  2. automatically do this!
    CompassCompass
    Create a New Lead

    Create a new lead in your Compass CRM.

    ActionWrite
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Supported triggers and actions

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Tags

    Action
    Write
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compass-da26590 logo

About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn more

Related categories

  • Productivity