Create job entry in Podio, and add lead to workflow in LeadConnector when proposal is signed
Create job entry in Podio, and add lead to workflow in LeadConnector when proposal is signed
Create job entries in Podio when proposals are signed, while removing leads from the proposal nurture workflow in LeadConnector. This ensures faster onboarding and clearer tracking of your sales process.
Workflow preview:
Zap details:
Overview
Create job entries in Podio when proposals are signed, while removing leads from the proposal nurture workflow in LeadConnector. This ensures faster onboarding and clearer tracking of your sales process.