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Podia + Salesforce

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

Boost your sales process by using this workflow. When a new product sign up happens in Podia, a lead is promptly created in Salesforce. This streamlines your workflow by ensuring you instantly capitalize on new sign-ups, fostering rapid response and potential conversion. Stay on top of your sales game and never miss an opportunity.

Boost your sales process by using this workflow. When a new product sign up happens in Podia, a lead is promptly created in Salesforce. This streamlines your workflow by ensuring you instantly capitalize on new sign-ups, fostering rapid response and potential conversion. Stay on top of your sales game and never miss an opportunity.

  1. When this happens...
    PodiaPodia
    Product Signed Up For

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

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Lead

    Creates a new lead in Salesforce.

    ActionWrite
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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
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About Podia

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

Related categories

  • Online Courses
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