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.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!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
- Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Advocate IdRequired
- Product IdRequired
- EmailRequired
- 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
ActionWrite- Lead ID or Email AddressRequired
ActionWrite
- New Advocate
Triggers when a new advocate is created.
Try ItTriggerInstant - Sales Rep IdRequired
- EmailRequired
- First NameRequired
- Last NameRequired
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
ActionWrite- Advocate ID or Email AddressRequired
ActionWrite- Lead IDRequired
- New Lead StatusRequired
- Sale Amount
ActionWrite
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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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