We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio.
To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment.
For more details on emailing data from a form to a Podio app, check out this article.
It’s been interesting looking at the systems behind gift cards, gift vouchers and generally sending some kind of credit to someone else through your website. It looks like your main options for allowing people to order gift vouchers or cards through your website are: They fill in a custom form (built using a custom form …
Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, …
More details of question: I want to create a login portal on square space for a real estate developer for client regarding the concerns of their homes. We need to create a login page and management portal of clients who buy our condos. After they move in, we want them to be able to log …
Looking for an easy way to plan out your sales meetings for the week and avoid traffic? One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic. The …
Sync form data without using Zapier (or an API)
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio.
To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment.
For more details on emailing data from a form to a Podio app, check out this article.
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It’s been interesting looking at the systems behind gift cards, gift vouchers and generally sending some kind of credit to someone else through your website. It looks like your main options for allowing people to order gift vouchers or cards through your website are: They fill in a custom form (built using a custom form …
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Automate as many non client facing tasks as possible. Build into your workplace a culture of kaizen, continual improvement and incentive your staff to automate the parts of their job that don’t provide client-facing value. Whether it’s filtering emails, task management automation, automated messaging, helpful notifications or others, create a workplace whether ideas are shared, …
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Looking for an easy way to plan out your sales meetings for the week and avoid traffic? One system we set up was using a combination of a route planning app and a appointment calendar app (in this case, Acuity Scheduling) to cut down on the time that sales staff were spending in traffic. The …