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Podio + Salesforce

Create new Salesforce records when new actions occur in Podio

Streamline your workflow by linking your Podio and Salesforce applications. Whenever a new activity takes place in Podio, this automation immediately creates a corresponding record in Salesforce to keep your data up-to-date. Save time, eliminate repetitive tasks, and always have your Salesforce records reflect the latest actions taken in Podio. This effortless workflow solution ensures data consistency across your platforms.

Streamline your workflow by linking your Podio and Salesforce applications. Whenever a new activity takes place in Podio, this automation immediately creates a corresponding record in Salesforce to keep your data up-to-date. Save time, eliminate repetitive tasks, and always have your Salesforce records reflect the latest actions taken in Podio. This effortless workflow solution ensures data consistency across your platforms.

  1. When this happens...
    PodioPodio
    New Action

    Triggers instantly when an action happens inside an app which you choose.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Record

    Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    • WorkspaceRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
  • Podio triggers, actions, and search

    New Organization

    Triggers when you add a new org.

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • Field

    • Action TypeRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    • Label

    • Responsible User

    • Status

    Trigger
    Scheduled
    Try It
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podio logo

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.
Learn moreHelp

Related categories

  • Project Management

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salesforce logo
salesforce logo

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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