Podia + Salesforce

Podia + Salesforce integrations

Create new Salesforce leads from new Podia waitlists

Streamlining your interactions with potential customers is crucial in scaling your business. With this workflow, whenever someone joins the waitlist on your Podia platform, a new lead is instantly created in your Salesforce. This saves you the time and effort of manually transferring data and ensures prompt follow-ups with interested parties. Utilize this automation for smoother workflow and increased efficiency in your sales process.

When this happens...
Someone WaitlistsTriggers when someone subscribes for emails from a product waitlist form.
TriggerInstant
automatically do this!
Create LeadCreates a new lead in Salesforce.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Podia and Salesforce

Discover other triggers and actions you can use with Podia and Salesforce

Someone Leaves Community
Triggers when a community member cancels their plan.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Published Blog Post
Triggers when a blog post is published.
Trigger
Instant
Try It
- Email
  Required
- Notify customer
  Required
- Cancel subscription at the end of current period
  Required
Action
Write
- Tag
- Email
  Required
- First name
- Last name
- Full name
Action
Write

- Waitlist
  Required
- Email
  Required
- First name
- Last name
- Full name
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Someone Joins Community
Triggers when someone joins a free or paid community plan.
Trigger
Instant
Try It
- Waitlist
Trigger
Instant
Try It
Product Signed Up For
Triggers when someone signs up for a free or paid product.
Trigger
Instant
Try It
- Product
  Required
- Email
  Required
- First Name
- Last Name
- Send Registration Email
  Required
Action
Write
- Plan
  Required
- Email
  Required
- First Name
- Last Name
- Send Registration Email
  Required
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Podia

Podia is a platform that lets anyone sell memberships, online courses and digital downloads online.

Learn moreLearn moreHelpHelp

Related categories

Online Courses

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Premium

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Salesforce leads when new product sign-ups occur in Podia

Create new Salesforce records each time new products are signed up for in Podia

Update Salesforce leads when new Podia products are signed up for