Podio + Salesforce
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.
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.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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