Connect Salesmate and Covve Scan to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Salesmate
Choose an Action
Automatically do this!
- Request a new Action for Covve Scan
Enable Integrations or automations with these events of Salesmate and Covve Scan
Enable Integrations or automations with these events of Salesmate and Covve Scan
Actions
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Salesmate and Covve Scan accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesmate triggers actions in Covve Scan (or vice versa).
Absolutely. You can customize how Salesmate data is recorded in Covve Scan. This includes choosing which data fields go into which fields of Covve Scan, setting up custom formats, and filtering out unwanted information.
The data sync between Salesmate and Covve Scan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Salesmate and Covve Scan. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn MoreAbout Covve Scan
Covve Scan is an app that scans and accurately reads business cards using Covve’s AI powered business card reader.
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