DealMachine + Podio
Create new items in Podio when new leads appear in DealMachine
Streamline your lead management process with this seamless DealMachine to Podio workflow. Each time a new lead is identified in DealMachine, an item will be immediately created in Podio, eliminating manual data entry and ensuring your team can swiftly move forward with follow-ups. Simplify and accelerate your lead tracking process, ensuring no opportunity slips through the cracks.
Streamline your lead management process with this seamless DealMachine to Podio workflow. Each time a new lead is identified in DealMachine, an item will be immediately created in Podio, eliminating manual data entry and ensuring your team can swiftly move forward with follow-ups. Simplify and accelerate your lead tracking process, ensuring no opportunity slips through the cracks.
- When this happens...New Lead
Triggers when a new lead is added to your team's DealMachine account.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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New Lead
Triggers when a new lead is added to your team's DealMachine account.
Try ItAddress Line 1 (Parsed Address)
Address Line 2 (Parsed Address)
City (Parsed Address)
State (Parsed Address)
Zip Code (Parsed Address)
Latitude (Lat/Lng)
Longitude (Lat/Lng)
Full Address (Full Address)
Lead IDRequired
Tag IDsRequired
Lead IDRequired
NoteRequired
New Team Member
Triggers when a new team member is added to your team.
Try ItLead IDRequired
List IDsRequired
Lead IDRequired
Team Member IDRequired
Lead IDRequired
