Podia + Salesforce
Create new Salesforce records each time new products are signed up for in Podia
Effortlessly manage your customer base with this streamlined workflow. When a new customer signs up for a product in your Podia application, a corresponding record will be instantly created in Salesforce. This automation makes record keeping seamless and ensures that all customer information is organized and up-to-date in your CRM. Simplify your processes and boost productivity while focusing on customer acquisition.
Effortlessly manage your customer base with this streamlined workflow. When a new customer signs up for a product in your Podia application, a corresponding record will be instantly created in Salesforce. This automation makes record keeping seamless and ensures that all customer information is organized and up-to-date in your CRM. Simplify your processes and boost productivity while focusing on customer acquisition.
- When this happens...Product Signed Up For
Triggers when someone signs up for a free or paid product (Unavailable on Podia Free).
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Someone Leaves Community
Triggers when a community member cancels their plan (Unavailable on Podia Free).
Try ItTag
Try ItProduct Signed Up For
Triggers when someone signs up for a free or paid product (Unavailable on Podia Free).
Try ItProductRequired
EmailRequired
First Name
Last Name
Send Registration EmailRequired
