Podio – Email/SMS Follow Up Sequencer
In this project, the Client asked for Mailing and texting follow up. So I set up the apps and made the flows accordingly.
According to his needs, Whenever the lead comes into the Podio app, it sets its creation date and starts the follow-up. Then each day the flow checks for the Next follow-up send date inside Podio, if it matches then it sends the Mail and Text and then updates the Next follow-up date and likewise it runs whenever it matches the Next follow-up date. I used Globiflow default’s Email and SMS functionality in order to achieve it.
Please watch the below video. It has the working flow of how it works. You can contact me or make a comment down below in case you have any doubt.
Email ID= Shashankkumar427@gmail.com