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BatchDialer + Podio

BatchDialer + Podio

BatchDialer + Podio integrations

Generate tasks in Podio for every new lead created in BatchDialer

When a new lead is created in BatchDialer, this workflow streamlines your process by effortlessly setting up a task in Podio. This ensures you stay on top of all new leads, never missing an opportunity to follow-up. It simplifies your lead management process and enables consistent productivity.

  1. When this happens...
    New Lead Created
    New Lead Created
    New Lead CreatedTriggers when a a new lead is created.
    TriggerPolling
  2. automatically do this!
    Create Task
    Create Task
    Create TaskTriggers when you add a new task.
    ActionWrite
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More things you can do with BatchDialer and Podio

Discover other triggers and actions you can use with BatchDialer and Podio

  • BatchDialer triggers, actions, and search
    New Calendar Events

    Will return a list of new calendar events since last endpoint call.

    Trigger
    Polling
    Try It
  • BatchDialer triggers, actions, and search
    New Updated Contacts

    Will return a list of updated contacts since last endpoint call.

    Trigger
    Polling
    Try It
  • BatchDialer triggers, actions, and search
    New DNC Numbers

    Will return a list of phone numbers that have been added to DNC (do not call) list since last endpoint call.

    Trigger
    Polling
    Try It
    • Contact ID
      Required
    • Vendor Contact ID
    • Phone Number 1
      Required
    • Phone Number 2
    • Phone Number 3
    • Phone Number 4
    • Phone Number 5
    • Phone Number 6
    • Phone Number 7
    • Phone Number 8
    • Phone Number 9
    • Phone Number 10
    • Title
    • First name
    • Middle name
    • Last name
    • Address
    • City
    • State
    • Postal code
    • Mailing address
    • Mailing city
    • Mailing state
    • Mailing postal code
    • Country
    • Gender
    • Date of birth
    • E-mail
    • Security phrase
    • Comment
    • Custom fields
    Action
    Write
  • BatchDialer triggers, actions, and search
    New Call Disposition Events

    Will return a list of new call disposition events since last endpoint call.

    Trigger
    Polling
    Try It
  • BatchDialer triggers, actions, and search
    New Lead Created

    Triggers when a a new lead is created.

    Trigger
    Polling
    Try It
    • Contact ID
      Required
    • Campaign ID
      Required
    Action
    Write
    • Contact ID
      Required
    • Vendor Contact ID
    • Phone number 1
    • Phone number 2
    • Phone number 3
    • Phone number 4
    • Phone number 5
    • Phone number 6
    • Phone number 7
    • Phone number 8
    • Phone number 9
    • Phone number 10
    • Title
    • First name
    • Middle name
    • Last name
    • Address
    • City
    • State
    • Postal code
    • Mailing address
    • Mailing city
    • Mailing state
    • Mailing postal code
    • Country
    • Gender
    • Date of birth
    • E-mail
    • Security phrase
    • Comment
    • Custom fields
    Action
    Write
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About BatchDialer
BatchDialer is a predictve dialing software for sales teams
Learn moreLearn moreHelpHelp
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CRM (Customer Relationship Management)
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podio logo
podio logo
About Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn moreLearn moreHelpHelp
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Project Management
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