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How to integrate Covve Scan with Agile CRM

Create a contact in Agile CRM when you scan a new card in Covve Scan

Updated 2 days ago

Integrating Covve Scan with Agile CRM is a great way to increase data entry efficiency. This Zapier automation will create a contact in Agile CRM every time that you scan a card in Covve Scan, and will pass on all the details from the business card into Agile CRM, without you having to type a single character!

Here's how to set this up in a few simple steps:

1. Access the Covve Scan - Agile CRM template and tap 'Try it'

2. Make sure you are logged in your Zapier account

3. Go to Covve Scan and get your api key for Zapier. You can find it in the Covve Scan app -> Settings

4. Sign in to both Covve Scan and Agile CRM to enable the Zap

 



5. From now on, all your new scans will automatically be sent to Agile CRM.

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