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.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- automatically do this!Create a New Lead
Create a new lead in your Compass CRM.
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Scanned Card
Triggers when a new card is scanned and saved.
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First Name
Last Name
Email Address
Phone Number
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