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).
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