Loading

Podia + Salesforce

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.

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.

  1. When this happens...
    PodiaPodia
    Someone Waitlists

    Triggers when someone subscribes for emails from a product waitlist form (Unavailable on Podia Free).

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Podia triggers, actions, and search

    Someone Leaves Community

    Triggers when a community member cancels their plan (Unavailable on Podia Free).

    Trigger
    Instant
    Try It
    • Tag

    Trigger
    Instant
    Try It
  • Podia triggers, actions, and search

    Product Signed Up For

    Triggers when someone signs up for a free or paid product (Unavailable on Podia Free).

    Trigger
    Instant
    Try It
    • ProductRequired

    • EmailRequired

    • First Name

    • Last Name

    • Send Registration EmailRequired

    Action
    Write
  • Podia triggers, actions, and search

    Someone Joins Community

    Triggers when someone joins a free or paid community plan (Unavailable on Podia Free).

    Trigger
    Instant
    Try It
    • Waitlist

    Trigger
    Instant
    Try It
    • EmailRequired

    • Notify customerRequired

    • Cancel subscription at the end of current periodRequired

    Action
    Write
    • Tag

    • EmailRequired

    • First name

    • Last name

    • Full name

    Action
    Write
podia logo
podia logo

About Podia

Podia lets anyone sell memberships, online courses and digital downloads online.
Learn more

Related categories

  • Online Courses
salesforce logo

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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