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Covve Scan Integration

ApproveThis manages your Covve Scan Integration approvals.

April 22, 2025

Integration Category: Productivity

When Business Cards Meet Approval Workflows

Let's be real – business cards are like confetti at a networking event. They're everywhere one minute, clogging up your wallet the next. Covve Scan cleans up the mess by turning paper scraps into digital contacts. But here's where it gets interesting: What if you could automate who gets to keep those contacts in your systems? That's where ApproveThis comes in. Together, they're not just organizing business cards – they're enforcing accountability in your contact management.

The Hidden Cost of "Just Add It to the CRM"

Most teams don't realize how much time gets wasted on contact verification. Sales reps scan a card, dump it into Salesforce, and three weeks later someone realizes the phone number's wrong. With Covve Scan's AI accuracy and ApproveThis' approval rules, you're not just digitizing cards – you're quality-checking them before they pollute your CRM. For companies between 50-5,000 employees, this combo solves two problems: messy data and decision bottlenecks.

How It Works (Without the Tech Jargon)

Here's the simple version: Covve Scan reads the card, ApproveThis asks the right person "Is this contact worth keeping?" via email. The approver clicks yes/no without needing to log into anything. If approved, the contact auto-populates your CRM or ATS. If denied? It gets archived with a paper trail. No more "Who added this random vendor?" moments.

Real Teams Using This Integration

1. Sales Teams: From Conference Swag to Qualified Leads

Imagine your biz dev team at a trade show. They collect 200 cards daily. Without approvals:
- Junior reps upload duplicates
- Fake/incomplete contacts slip through
- Sales ops spends hours cleaning data

With the integration:
Every scanned card triggers an ApproveThis request to the regional sales director. They review key details (company size, role relevance) directly from their inbox. Approved contacts flow into HubSpot; rejects get flagged for follow-up. Bonus: ApproveThis' calculated fields can auto-approve contacts meeting criteria like "VP-level at $10M+ companies."

2. Procurement Teams: Vendor Onboarding Without the Spreadsheet Circus

Procurement specialists collect supplier cards like Pokemon. But rogue vendor additions lead to compliance risks. One manufacturing company we work with uses this setup:
1. Covve Scan captures supplier contact at a site visit
2. ApproveThis routes it to both the procurement manager and legal
3. Only contacts approved by both get added to their vendor portal

They've cut vendor onboarding time by 40% because approvers don't need to hunt down PDFs or chase emails.

3. HR Teams: Contractor Compliance Made Simple

A mid-sized tech company uses this integration for contractor onboarding. Recruiters scan agency contact cards, which trigger approval requests to department heads. ApproveThis' vacation delegation ensures requests never stall if a manager's OOO. Once approved, contacts sync to BambooHR with tags for "Approved Vendor" status.

Features You'll Actually Use

Beyond basic approvals, here's what makes this combo stand out:

Threshold Autopilot: Set rules like "Auto-approve any contact under $50K contract value" to skip micromanagement.
Approval Groups: Require consensus from IT + Security for supplier contacts in regulated industries.
Mobile-Friendly: Approvers can reject a sketchy sales rep's card while waiting at the airport lounge.

Setting It Up Without the Headache

If you can send an email, you can set this up:

  1. Create a Zapier account (free tier works)
  2. Choose Covve Scan as the trigger ("New Scanned Card")
  3. Select ApproveThis as the action ("Create Approval Request")
  4. Map fields: Covve's scanned data → ApproveThis' request form
  5. Add approval rules (thresholds, groups, etc.) in ApproveThis

Total setup time: 15 minutes. Less time than it takes to manually process 10 business cards.

Why Your Approvers Will Actually Like This

Nobody wants another app to log into. With ApproveThis:
- Approvers get clean, mobile-friendly emails
- One-click decisions from any device
- No need for Covve Scan licenses ($29/user/month saved)
- Automatic reminders for slackers who delay approvals

The Quiet Advantage: Audit Trails

For compliance teams, this integration is gold. Every scanned card gets:
- Timestamp of scan
- Original card image in Covve
- Approval/rejection reason in ApproveThis
No more mystery contacts – just a clean record for audits or contract disputes.

When Not to Use This Integration

We'll be honest – this isn't magic. If your team gets 5 business cards a month, automate something else. But if any of these sound familiar, keep reading:
- "Why do we have 3 entries for the same vendor?"
- "Who approved this unvetted supplier?"
- "The CRM is full of outdated contacts"

Bottom Line for Decision Makers

This isn't about business cards. It's about controlling what enters your systems. For 50-5,000 person companies, ApproveThis + Covve Scan via Zapier acts like a bouncer for your data. It's low-cost (seriously – no per-approver fees), simple for teams, and kills spreadsheet busywork.

Next Steps That Don't Suck

If you've read this far, you're either really bored or see the potential. Here's how to proceed without sales fluff:
1. Check Covve Scan's pricing (they have a free trial)
2. Start an ApproveThis trial
3. Use Zapier's pre-built template to connect them

Or skip the DIY and book a 12-minute demo where we'll show real examples from companies your size.

🥳

Integrate with Covve Scan Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Covve Scan

Suggested workflows (and their Zapier components) for Covve Scan

Create approval requests for new Covve Scan cards

Automatically streamline your contact approval process. Every time a new card is scanned in Covve Scan, this integration creates a corresponding approval request in ApproveThis. This ensures that contact information is verified and approved before being added to your CRM, optimizing your contact management workflow efficiently.

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

Action

Create Request

Creates a new request, probably with input from previous steps.

Initiate ApproveThis requests for scanned business cards

Keep your business contacts organized and verified. When a new card is scanned in Covve Scan, an approval request is immediately created in ApproveThis. This automation ensures that all new contact data undergoes verification through a structured approval workflow, reducing errors and enhancing decision-making.

Zapier Components

Covve Scan Logo

Trigger

Scanned Card

Triggers when a new card is scanned and saved.

Action

Create Request

Creates a new request, probably with input from previous steps.