Podio + CallRail Integrations
How to connect Podio + CallRail
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OrganizationRequired
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WorkspaceRequired
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ApplicationRequired
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View
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New Organization
Triggers when you add a new org.
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Workspace
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Application
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WorkspaceRequired
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ApplicationRequired
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Field
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Action TypeRequired
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WorkspaceRequired
ApplicationRequired
View
Select a premade view to filter items to your selection which allows you to trigger off a subset of items in your app.
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Select your desired organization.
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You must select at least one thing from either the following Organization, Workspace, Label, or Response User Fields. Select your desired organization.
Workspace
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Application
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Label
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Responsible User
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Status
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How Podio + CallRail Integrations Work
- Step 1: Authenticate Podio and CallRail.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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About CallRail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
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