Hello,
Does anyone have experience with Covve Business Card Scanner to Odoo via Zapier?
I'm trying to test the Covve app with a trial API Key, which they confirm is valid and testing positively on their end. However, when I enter it into Zapier to connect, it says it's expired or I don't have the right permissions.
Did you have to doo something special within Odoo in order for it to connect correctly? Any guidance is appreciated.
Thanks!
Just a suggestion, both Microsoft and Google have iPhone and Android Apps that convert business cards into Contacts that can then be imported into Odoo (after exporting them via Google Contacts or iCloud Contacts).
The benefit of this approach is that the Employees with the cards are the ones doing the work.
It is a manual process but several of our Customers are doing it, and some are even skipping the export/import step and creating the Contact in Odoo via one of our Mail Plugins (Gmail or Outlook).
See https://www.odoo.com/documentation/18.0/applications/general/integrations/mail_plugins.html and https://docs.google.com/presentation/d/1tkI-AslZkBPTd1aMW46WeCnCXH7b07kHPFdJwtRnzP4
Thank you, Ray.
We are looking for a more automated approach, other than the act of scanning the card itself. If we have to do all the import/export manual process, we might as well enter the data directly into Odoo.
I'll keep the Mail plugin in mind. That could come in handy down the road. For now, the leads are coming from in person networking events with attendees who still rely on physical business cards over digital cards.