We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio.
To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment.
For more details on emailing data from a form to a Podio app, check out this article.
Question: I’ve got an existing WordPress website, hosted through BlueHost and would like to connect my new Thinkific online course website to my WordPress website. What’s the best way? Answer: There are a few levels of integration depending on the customer experience you want your clients to have when reviewing and buying your Thinkific …
What I’ve learnt today about creating change in people’s processes: Be understanding. Seriously, be empathic and accept that people are so filled with information that they need to turn the huge ship of their habits and processes around to start seeing things the way you see them. Nurture people into new habits. Working with a …
Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …
Sync form data without using Zapier (or an API)
We were looking for a simple way to sync data from a Typeform to our client’s CRM, Podio.
To do this, we had the form data sent using the Sender Notification feature. We were able to bring across three fields of data using the Subject, Body and Attachment.
For more details on emailing data from a form to a Podio app, check out this article.
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Question: I’ve got an existing WordPress website, hosted through BlueHost and would like to connect my new Thinkific online course website to my WordPress website. What’s the best way? Answer: There are a few levels of integration depending on the customer experience you want your clients to have when reviewing and buying your Thinkific …
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What I’ve learnt today about creating change in people’s processes: Be understanding. Seriously, be empathic and accept that people are so filled with information that they need to turn the huge ship of their habits and processes around to start seeing things the way you see them. Nurture people into new habits. Working with a …
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Further details of question We currently manage a large database of property developments in an excel file, but we need to migrate this to a bespoke database, which will give us more flexibility to build our business processes around the data, and to add more columns and related items, such as photos, files, notes, version …