Simple CRM automation with Workflow Automation
Chef Kat is a high-end gourmet private chef in Calgary, Canada who manages her CRM with Podio and uses Podio webforms to collect leads from her website.
Chef Kat had issues with populating initial data on leads, and keeping prospective dates out of her calendar while showing only confirmed dates.
The solution was a 2-app 2-flow setup using Workflow Automation to pre-populate data on all new leads, and to automate copying leads to the confirmed customers app, where dates are configured to show in her calendar.
In this video, we show this basic real-world automation on a set of demo data:
Workflow Automation
Here are the Flow steps as defined in Workflow Automation to achieve this automation in her Podio Workspace:
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1 New Hit from Website
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2 Gig Confirmed (Lead becomes a Customer)
