Podio and Lob are two powerful platforms that businesses can use to streamline their operations and improve their workflow. With the help of Zapier, integrating these platforms is easy and convenient, providing businesses with an even more efficient solution. In this step-by-step guide, we will show you how to integrate Podio and Lob using Zapier.

How to Integrate?

Step 1: Sign up for Zapier and Lob

To integrate Podio and Lob, you will need to sign up for a Zapier and Lob account. Both platforms offer free trials, so you can test out the solutions before committing to a paid plan.

Step 2: Connect Podio and Zapier

To connect Podio and Zapier, you will need to log in to your Zapier account and create a new Zap. From here, you can select Podio as the trigger app and Zapier will guide you through the setup process.

Step 3: Connect Zapier and Lob

Once you have connected Podio and Zapier, you can connect Zapier and Lob by creating a new action in your Zap. To do this, you will need to select Lob as the action app and Zapier will guide you through the setup process.

Step 4: Create a New Lob Mailing

Once you have connected Zapier and Lob, you can start using the platform to streamline your mailing processes. To create a new Lob mailing, you will need to log in to your Lob account and create a new mailing. From here, you can select the necessary options, such as the type of mailing and the recipient information.

Step 5: Automate the Mailing with Zapier

Using Zapier, you can automate the mailing process by adding the necessary actions to your Zap. For example, you can set up a Zap that automatically sends the mailing to the recipient whenever a new item is created in Podio.

Step 6: Review the Mailing Report

Once the mailing has been sent, you can review the mailing report in Lob to see the status of the mailing and when it was sent.

In conclusion, integrating Podio and Lob using Zapier provides businesses with a powerful solution for streamlining their operations and improving their workflow. By following these steps, you can easily integrate the platforms and start enjoying the benefits of enhanced productivity and efficiency.

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