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Get The Referral + Podio

Get The Referral + Podio

Get The Referral + Podio integrations

Create new items in Podio when new leads appear in Get The Referral

Streamline your referral workflow and stay organized with this automation. When a New Lead is added to your Get The Referral account, an Item will be created in a Podio workspace simultaneously, keeping everything in one place and eliminating manual entries. This automation ensures you never miss a lead and improves the efficiency of your referral management process.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemTriggers when you add a new item, record or entry to an app (standard or custom).
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More things you can do with Get The Referral and Podio

Discover other triggers and actions you can use with Get The Referral and Podio

  • Get The Referral triggers, actions, and search
    Lead Opt-In / Opt-Out

    Triggers when a lead opts-in to being contacted

    Trigger
    Instant
    Try It
    • Advocate Id
      Required
    • Product Id
      Required
    • Email
      Required
    • First Name
    • Last Name
    • Phone
    • Address Line 1
    • Address Line 2
    • State
    • City
    • Postal Code
    • Best Time to Contact
    • External Id
    • Is Lead From CRM?
    • Note
    Action
    Write
    • Lead ID or Email Address
      Required
    Action
    Write
    • Sales Rep Id
      Required
    • Email
      Required
    • First Name
      Required
    • Last Name
      Required
    • PW
    • Country Code
    • Phone
    • Address Line 1
    • Address Line 2
    • City
    • State
    • Postal Code
    • Parent Advocate Id
    • Referral Code
    • XTRM User Id
    Action
    Write
    • Advocate ID or Email Address
      Required
    Action
    Write
    • Lead ID
      Required
    • New Lead Status
      Required
    • Sale Amount
    Action
    Write
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About Get The Referral
Get The Referral manages, connects and automates leads to your CRM.
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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.
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