CRM connection
Call notes in Podio
Turn a recorded call into a clear Podio item comment and a dated task.
Try a call for freeSet it up
- Connect Podio with your account.
- Choose the apps and phone field that hold your leads.
- Upload a call. Review any match that needs your choice.
Questions
Where does the note go?
Callfiled adds the note as a comment on the matched Podio item.
How is the contact found?
Callfiled searches the phone number in the file name inside the apps you choose. If the match is unclear, you choose the item.