Podio + Salesforce
Create Salesforce records for new Podio items
Maintain consistency between your Podio items and Salesforce records effortlessly with this streamlined workflow. When you add a new item in Podio, it instantly creates a corresponding record in Salesforce, ensuring your data is always up-to-date across both platforms. Eliminate the need for manual entry and save time by connecting Podio and Salesforce through this efficient automation.
Maintain consistency between your Podio items and Salesforce records effortlessly with this streamlined workflow. When you add a new item in Podio, it instantly creates a corresponding record in Salesforce, ensuring your data is always up-to-date across both platforms. Eliminate the need for manual entry and save time by connecting Podio and Salesforce through this efficient automation.
- When this happens...New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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