Covve Scan integrates with Zoho CRM to streamline lead capture. Using this integration, captured leads, along with all their details, are transmitted to Zoho CRM.

The Covve Scan user logins to its Zoho account via the Covve Scan app in order to enable the integration. As soon as the integration is enabled the user can send captured leads to Zoho as Leads. The app maps Covve Scan data to the appropriate Zoho Lead fields, ensuring seamless CRM integration.

How to enable the Zoho CRM integration

From the Covve Scan main page tap on the burger menu on the top left.

Go to Settings à Integrations and find the Zoho one. Tap on Connect.

If you don't have an account in Covve Scan you'll be requested to create one before logging in Zoho. Just create an account using one of the provided options.

After succesful account creation (or if you already have one), you will be redirected to a Zoho login website. Login to Zoho using your Zoho credentials.

Upon successful login you’ll return in the Covve Scan app and you’ll see that your Zoho account is connected.

Tap on the Zoho tile and visit the informational integration page in order to see the logged in user.

The integration is not set and ready to be used.

How to use the Zoho CRM integration

Go to the Covve Scan homepage and scan a business card by taping on the Scan button on the bottom right of the screen. Upon successful scan, tap on the 3-dot menu on the bottom left of the contact. Tap on “Send to Zoho”.

If the lead is successfully sent to Zoho, go to your Zoho environment in Leads and find your newly created entry.

Data Transmitted

The mapping of Covve Scan data to Zoho Lead is the below.

Cove Scan field Zoho Lead field First part of Full Name First_Name Last part of Full Name Last_Name Company Company Job Title Title First Email Email First Phone Phone Second Phone Mobile Notes Description Address.Steet Street Address.City City Address.State State Address.PostalCode Zip_Code Address.Country Country Website Website