You can Push Leads to Customer Relationship Managers (CRM's) in several ways. 

 

  • Push To Podio (via email-to-app functionality)

  • Use Zapier Webhooks

  • API Connection

 

In this article, we are going to focus on the Email to App functionality within Podio


Note:  This solution requires that you have configured MarketingPlex to be able to send out email.

 

Step By Step Instructions:

  1. Go to Podio.

  2. Click the wrench in the app you want to the Warm and Hot Leads to be delivered to.

    • Select the Email to App” function (highlighted).

  • Copy the address it gives you (highlighted below).


  1. Go to MarketingPlex Workflows and locate the folder 'Integration Workflows'.

  2.  Open the 'MarketingPlex Email to Podio - Hot Lead' workflow and click on the 'Internal Notification' step:

  1.  Replace the existing sample email address by pasting the copied address within the workflow settings under “To Custom Email

  2. Enter the fields in the body of the email that you are wanting to push to Podio (see sample email below that others have used below):

  3. Publish and Save the Workflow

  4. Do this for the Warm Leads workflow as well.


Sample Email:


Market:  NC
Temperature: Hot
First Name: {{contact.first_name}}
Last Name: {{contact.last_name}}
Phone: {{contact.phone}}
Email: {{contact.email}}
Address: {{contact.address1}}
City: {{contact.city}}
State: {{contact.state}}
Zip Code:  {{contact.postal_code}} 

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For those using our Custom Contact Buttons, each time you click the Warm or Hot buttons, the lead will be tagged, and an email will be sent to your Podio Leads App.

Note: You can also simply manually tag the contact with Warm or Hot to activate the workflow automation.

Note:  This solution requires that you have configured MarketingPlex to be able to send out email.