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.
David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for the …
If you’re using ConvertKit for your email marketing, here’s a quick tip that might help you make some money on the side. If you’re embedding a signup form on your website, you’ll copy/paste the code and you’ll see: You can remove the default “Powered By” text but a better idea would be to jump …
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …
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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David Allen, the author of Getting Things Done, coined the term to describe one of the core steps of his “fundamental process”: Write down a project or situation that is most on your mind at this moment. Now describe in a single written sentence your intended desired outcome for this problem or situation. What needs …
How do I create a closed, private service provider, member portal?
Further details of question You are looking for someone to develop a website/web app that will have the following features: 1. Closed membership access platform consisting of members and service providers. 2. Members to be able to view services providers when accessing the backend/locked content and view their offered services/profiles 3. The ability for the …
Use ConvertKit? Make money on the side
If you’re using ConvertKit for your email marketing, here’s a quick tip that might help you make some money on the side. If you’re embedding a signup form on your website, you’ll copy/paste the code and you’ll see: You can remove the default “Powered By” text but a better idea would be to jump …
The unique needs of a financial planning CRM
A CRM for a financial planning business in Australia needs to meet the unique needs of the financial services industry. Using the latest, secure, hosted solutions, we develop custom financial advice practice CRMs that allow you to: Track sales leads Manage financial planning clients Create an intranet for employees to view Standard Operating Procedures (SOP), …