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Podio + Salesforce

Podio + Salesforce

Podio + Salesforce integrations

Create new Podio items from new Salesforce records

Boost your efficiency with this streamlined workflow. When a new record is added in Salesforce, an item is subsequently created in Podio. This practical automation keeps your sales and project management in sync without lifting a finger, eliminating the need to manually copy data from Salesforce to Podio and allowing you to invest your precious time elsewhere in your business.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Create Item
    Create Item
    Create ItemTriggers when you add a new item, record or entry to an app (standard or custom).
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More things you can do with Salesforce and Podio

Discover other triggers and actions you can use with Salesforce and Podio

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
    Try It
    • History Object
      Required
    Trigger
    Polling
    Try It
    • Salesforce Objects
      Required
    Trigger
    Polling
    Try It
    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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About Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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