FAQ
Integrate Covve Scan with Salesforce, and improve data entry efficiency * Business tier only
Updated 2 days ago
Covve Scan can be directly integrated with Salesforce, so you can send your scanned cards straight into Salesforce.
* This is only available for our Business tier customers: https://covve.com/business-card-scanner-for-teams/
Step 1: Enter your Salesforce credentials (you only have to do this once)
Step 2: Scan a card in Covve
Step 3: Send to Salesforce
And the card details appear as a lead in Salesforce (you may need to refresh the Salesforce screen)