Podio + ProspectBoss
Create new Podio items from updated ProspectBoss contact tags
Take your CRM efficiency up a notch with this sleek workflow. Whenever a new contact tag is added in your ProspectBoss account, an item is instantly created in Podio. This means no more manual data entry or switching between apps. Say hello to seamless data organization, as this automation works to save you precious time and keeps your Podio activity up-to-date.
Take your CRM efficiency up a notch with this sleek workflow. Whenever a new contact tag is added in your ProspectBoss account, an item is instantly created in Podio. This means no more manual data entry or switching between apps. Say hello to seamless data organization, as this automation works to save you precious time and keeps your Podio activity up-to-date.
- When this happens...Contact Tag
Triggers when you assign Send Lead tag to a contact in ProspectBoss.
- 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
First Name
Last Name
Alternate Number 1
Contact NumberRequired
Alternate Number 2
Address Line 1
Address Line 2
City
State
Country
Email
Website
Company
Salutation
Extension
Gender
Fax
Lead Id
Product Id
Customer Id
Notes
Call Status
Tag
Try ItFirst Name
Last Name
Phone NumberRequired
Email
Address Line 1
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
View
Try It
