HELP: Request Information to be Automatically Inputted into CRM

User Review
0 (0 votes)

Quick Explanation:

During certain transactions, my client needs to request an authorization number from a third party. Then that number needs to be recorded in that project item and sent to the client.

Current Setup:

All of this is currently in Podio. Right now my best idea is that the third party can be automatically emailed the request, then when it is received, it will have to be manually inputted into the CRM before the email with the authorization number is automatically sent to the client.

Idea Scenario:

I would love to skip the human interaction here and I'm envisioning a scenario where each relevant project essentially creates a webpage with a single input, connected to the project. The third-party would receive a link to the page, input the code, and that would automatically get inputted into the CRM item. For the life of me I can't think of how to do this without custom coding (which I don't know how to do). Anything that can connect to Zapier is fair game for me.

Any ideas would be welcome!

submitted by /u/DrHorribleWho
[link] [comments]