Get The Referral + Podio
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.
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 Lead
Triggers when a new lead is created.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
- Free forever for core features
- 14 day trial for premium features & apps
Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Try ItNew Lead
Triggers when a new lead is created.
Try ItAdvocate 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
Lead ID or Email AddressRequired
New Advocate
Triggers when a new advocate is created.
Try ItSales 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
Advocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Sale Amount
