Podio + Zoho CRM

Create Podio items from new Zoho CRM leads

Maximize your efficiency with this seamless workflow. When a new lead is captured in Zoho CRM, an item will be instantly created within Podio. This efficiency-driven automation saves time and reduces manual entry, enabling your team to immediately address lead nurturing and push your CRM operations forward without missing a beat. Leverage this workflow to accelerate your sales cycle and deliver timely interactions.

Maximize your efficiency with this seamless workflow. When a new lead is captured in Zoho CRM, an item will be instantly created within Podio. This efficiency-driven automation saves time and reduces manual entry, enabling your team to immediately address lead nurturing and push your CRM operations forward without missing a beat. Leverage this workflow to accelerate your sales cycle and deliver timely interactions.

  1. When this happens...
    Zoho CRMZoho CRM
    New Lead

    Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    TriggerScheduled
  2. automatically do this!
    PodioPodio
    Create Item

    Triggers when you add a new item, record or entry to an app (standard or custom).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Zoho CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Instant
    Try It
  • Zoho CRM triggers, actions, and search

    New or Updated Lead

    Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.

    Trigger
    Scheduled
    Try It
  • Zoho CRM triggers, actions, and search

    New User

    Triggers when a new active user is added to your Zoho CRM account.

    Trigger
    Scheduled
    Try It
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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.
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Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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