Podio and Zapier expert needed
$8-15 USD / godzinę
Requirements:
--->JP invesyments
-All the status fields that is present on Podio in New vendor lead make them appear on Zapio
-Automatically make the number appear on his phone when he clicks "call" on Podio
-When someone calls him from CRM/podio system (registered user) get their name on the phone (he has the Podio app on his phone) get pop up notification with "this is James Smith calling"
-on the tasks section in Podio, give the option of viewing the tasks of all platform users
-set up a new automation, connecting the Mailchimp app on Podio with maybe Zapier? to send an automated email to leads whose status is Dead/Not Selling or Junk/Not a lead
-----> Avance Developments (another workstation on Padio)
-When database is uploaded, the contact details is automatically taken and added from company’s house database (UK business registry database)
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Can you take the data from Company House database, find directors, create multiple fields for each director inside the database of the Avence Developments?
-Inside commercial agents app - Set up automatic remainder for follow ups with all commercial agents
Numer ID Projektu: #32832603
