Podio automation
Like everyone who is using Podio, I have different apps for the different stages of each transaction.
Every time I move from one app to the next, I have to re-enter a lot of the data from my 1st app, leads.
I want to automatically populate all of my apps with selected data from app 1.
Every time I make changes to the status field in any of my apps I need to go back and update the status fields in app 1 and the others. This is a pain.
I know this can be done automatically, because I see other users doing it. I just can't find a tutorial that can show me how to.
Does anyone know how this automation is done?
Thanks to anyone who can help,
MJ