I currently use podio, As I am not a programmer and that is what attracted me to Podio some three years ago.
It suits my current needs but I have a new project coming that I need some guidance on.
I want someone to write an instruction set on how to set up the following results.
I love the Webforms that Podio allows me to create, and I use a lot of them for lead generation for our sales department.
Currently I have a sales channel that uses the lead management system Velocify.
I want a web form that I can use to capture leads, and post a restricted amount of the data into the Podio App the webform is created from.
I need “ALL” the data from the webform posted to velocify’s system using an HTML posting method.
I have all the mapping data and the ability to test it when completed.
I have yet to figure out how to accomplish this.
Whether it is by using an outside product such as zapier, etc…
What I am looking for is instructions on how to accomplish this, with hundreds of webforms and not have an huge expense. if zapier is $20 once that is ok but if it is $20 for each webform that is a deal breaker.
So the question to you is can you solve my issue, and how much will you charge to solve it.
I have attached a flowchart that graphically represents what I want to accomplish.
Description of Work
Most services such as Podio, Infusionsoft, or Sales Force allow you to create forms to collect data, but I’m not aware of any that you’re able to “get into” and customize the code so it posts to more than one service.
By integrating a form on WordPress, a second action can be added in the functions.php to cause the information to be sent to a second location. So you can create your form and whether you choose the primary submission to be to Velocify or Podio is up to you. I will note that Podio sells a plugin to facilitate the integration, but you don’t need it.
I would code the first form and ensure successful submission to both. Then I would document the process and create screen capture videos for any particularly difficult or confusing tasks.
“I have not been excited about working with a service provider in a long time, Until Now! Darin is a real no non-sense problem solver with great skills and the humility to know his limits. Darin helped me “re-visualize” how to solve my issue and provided me a very easy and “Elegant” solution. Through the years I have worked with probably a hundred or more service providers and I rank Darin in the top 4 after this project. He is definitely worth considering in my opinion. Thanks again Darin!”