Podio + ProspectX
Create new opportunities in ProspectX from new items in Podio
Start streamlining your lead management process with this efficient workflow. As soon as a new item appears in your Podio app, a fresh opportunity will be created in your ProspectX app. This way, you can speed up your business process and ensure no potential client is overlooked, facilitating a smooth transition from initial interest to promising prospect in your sales pipeline.
Start streamlining your lead management process with this efficient workflow. As soon as a new item appears in your Podio app, a fresh opportunity will be created in your ProspectX app. This way, you can speed up your business process and ensure no potential client is overlooked, facilitating a smooth transition from initial interest to promising prospect in your sales pipeline.
- When this happens...New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
- automatically do this!New Opportunity
Creates a New Opportunity
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