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Updated over 8 years ago,

User Stats

98
Posts
6
Votes
Alden Simpson
  • Wholesaler
  • Greenville, SC
6
Votes |
98
Posts

Create contact in Google account when new lead is added to Podio

Alden Simpson
  • Wholesaler
  • Greenville, SC
Posted

I need to know the lead name when CallRail rings my cell phone.  If it is the first call from a lead, I let it go to voicemail.  If it is a lead that I have been trying to get in touch with, I need their name to display on the phone so I know to answer.  If I can get the lead name and numbers in my google contacts, I can see the name of the caller on my phone if they are an existing lead.

I am wanting to send my lead name and phone number(s) to my Google contacts and keep them synced if there is a change to the contact made in Podio.  The link below is close to what I am trying to do, but the names and numbers are actually an item in Podio, not a contact.  

https://help.podio.com/hc/en-us/articles/201019908...

Has anyone ever done this before?

I guess I could use Globiflow to create a Podio contact every time a new lead is created in Podio, then sync my google and podio contacts as the article describes.  I would also need any changes to the name or phone number in the Podio item to automatically sync to the Google and Podio contact.

Maybe there is an easier way?

Thanks for the help,

Alden Simpson

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