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.
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 …
Additional details of question I’m looking to update the design of my Weebly website so that it looks nice for mobile viewing. Should I buy a custom Weebly theme or update one of the existing Weebly themes? Answer A problem that we hear about with Weebly websites is that people aren’t confident to update the …
From our research, we found that the following were the best recruitment agency management software programs on the market: Recruit CRM (simple) – $25 per user per month Recruiterflow (best design) – $49 per user per month under the Agency plans Top Echelon (most features) – $65 for first user then $30 per user ongoing Vincere (comprehensive) – request …
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …
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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How do I plan out my sales appointments to avoid traffic?
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 …
How do I customise my Weebly theme?
Additional details of question I’m looking to update the design of my Weebly website so that it looks nice for mobile viewing. Should I buy a custom Weebly theme or update one of the existing Weebly themes? Answer A problem that we hear about with Weebly websites is that people aren’t confident to update the …
What’s the best modern recruitment agency software to use?
From our research, we found that the following were the best recruitment agency management software programs on the market: Recruit CRM (simple) – $25 per user per month Recruiterflow (best design) – $49 per user per month under the Agency plans Top Echelon (most features) – $65 for first user then $30 per user ongoing Vincere (comprehensive) – request …
The near-perfect onboarding outreach email
For context, I was looking at CRMs for clients and thought I’d found the best CRM for my needs in a flashy, expensive CRM that did everything including walking your dog and making your breakfast. It wasn’t until I’d dived into the software that I found it didn’t fit my style and visibility needs. Too …