BatchDialer + Podio

Generate tasks in Podio for every new lead created in BatchDialer

When a new lead is created in BatchDialer, this workflow streamlines your process by effortlessly setting up a task in Podio. This ensures you stay on top of all new leads, never missing an opportunity to follow-up. It simplifies your lead management process and enables consistent productivity.

When a new lead is created in BatchDialer, this workflow streamlines your process by effortlessly setting up a task in Podio. This ensures you stay on top of all new leads, never missing an opportunity to follow-up. It simplifies your lead management process and enables consistent productivity.

  1. When this happens...
    BatchDialerBatchDialer
    New Lead Created

    Triggers when a a new lead is created.

    TriggerScheduled
  2. automatically do this!
    PodioPodio
    Create Task

    Triggers when you add a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • BatchDialer triggers, actions, and search

    New Call Disposition Events

    Will return a list of new call disposition events since last endpoint call.

    Trigger
    Scheduled
    Try It
  • BatchDialer triggers, actions, and search

    New Lead Created

    Triggers when a a new lead is created.

    Trigger
    Scheduled
    Try It
    • Contact IDRequired

    • Campaign IDRequired

    Action
    Write
    • Contact IDRequired

    • Vendor Contact ID

    • Phone number 1

    • Phone number 2

    • Phone number 3

    • Phone number 4

    • Phone number 5

    • Phone number 6

    • Phone number 7

    • Phone number 8

    • Phone number 9

    • Phone number 10

    • Title

    • First name

    • Middle name

    • Last name

    • Address

    • City

    • State

    • Postal code

    • Mailing address

    • Mailing city

    • Mailing state

    • Mailing postal code

    • Country

    • Gender

    • Date of birth

    • E-mail

    • Security phrase

    • Comment

    • Custom fields

    Action
    Write
batchdialer logo
batchdialer logo

About BatchDialer

BatchDialer is a predictve dialing software for sales teams
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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podio logo
podio logo

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.
Learn moreHelp

Related categories

  • Project Management

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