Get The Referral + Podio
Create new items in Podio when new leads appear in Get The Referral
Streamline your referral workflow and stay organized with this automation. When a New Lead is added to your Get The Referral account, an Item will be created in a Podio workspace simultaneously, keeping everything in one place and eliminating manual entries. This automation ensures you never miss a lead and improves the efficiency of your referral management process.
Streamline your referral workflow and stay organized with this automation. When a New Lead is added to your Get The Referral account, an Item will be created in a Podio workspace simultaneously, keeping everything in one place and eliminating manual entries. This automation ensures you never miss a lead and improves the efficiency of your referral management process.
- When this happens...New Lead
Triggers when a new lead is created.
- 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
New Advocate
Triggers when a new advocate is created.
Try ItAdvocate ID or Email AddressRequired
Lead IDRequired
New Lead StatusRequired
Advocate Email AddressRequired
Project
Project StageRequired
Fail on missing project stageRequired
