Connect Podio and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Podio to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Podio with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Application" from Podio.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Podio and Salesforce, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- OrganizationRequired
- WorkspaceRequired
Try ItTriggerPolling- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Try ItTriggerPolling- New Organization
Triggers when you add a new organization.
Try ItTriggerPolling - Organization
- Workspace
- Application
Try ItTriggerPolling
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
- Include Image Attachments
Try ItTriggerInstant- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Try ItTriggerPolling- OrganizationRequired
Try ItTriggerPolling- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Try ItTriggerPolling
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Practical ways you can use Podio and Salesforce
Sync new Salesforce records to Podio.
When a new record is created in Salesforce, Zapier syncs it by creating a corresponding item in Podio for project tracking or team collaboration. This automation simplifies cross-platform visibility for IT teams managing multiple tools.
IT
Update Salesforce records for updated Podio items.
Ensure better marketing alignment by syncing changes. When a Podio item gets updated with new data (like campaign results or customer feedback), Zapier automatically updates the corresponding record in Salesforce. This keeps all stakeholders working with the same information.
Marketing & Marketing OpsCreate Salesforce contacts from new Podio items.
When a new item is added in Podio, Zapier will create a corresponding contact in Salesforce. This automation helps ensure that the CRM is always up to date with project or customer information, saving time and reducing human error in data entry.
Sales Ops
