Articles that mention "Podio"

Automatically move leads from Carrot to Podio for better lead tracking

At first, we were manually inputting our leads from our website into our Podio CRM. Then we discovered it was possible to use Zapier to automate the process.

The 8 best database-powered app builders in 2024

Whether you need to manage customer data, organize inventory information, or keep track of your business contacts, there's likely an app for that. Or 30. The only problem is, no app is a perfect match to the way you work.

How a Tech Support Company Cuts Out 5 Hours of Manual Work Every Week

It's 3:47 p.m. on Friday afternoon. You can taste the weekend and it's pumpkin spiced. But then you check your to-do list. You forgot about the week's data entry. Now you need to go into application A and make sure the payment went through.

How a Systems Technologist Helps Her Team Differentiate New and Existing Leads with Automation

In the sales world, you need to distinguish between new and existing leads. You probably have a specific workflow for new leads—maybe a call, demo, onboarding email campaign—that you wouldn't use for existing leads.

Steal This Workflow: How to Save Hours Every Week with Webhooks

You’ve seen them hiding in your app’s settings, promising to send notifications, sync data, and connect to other software you use. Webhooks. They’re the mysterious extra in so many apps.

How a Startup with a Strict Budget Automates their Nurture Emails

In the world of startups, everyone works a lot. The founder puts in 70+ hours a week, the head of marketing is the marketing team, and everyone handles sales. When you work in that environment, you have to be fast, efficient, and unflappable.