Podia + Salesforce

Create new Salesforce leads from new Podia waitlists

Streamlining your interactions with potential customers is crucial in scaling your business. With this workflow, whenever someone joins the waitlist on your Podia platform, a new lead is instantly created in your Salesforce. This saves you the time and effort of manually transferring data and ensures prompt follow-ups with interested parties. Utilize this automation for smoother workflow and increased efficiency in your sales process.

When this happens...
Someone Waitlists
Triggers when someone subscribes for emails from a product waitlist form.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead in Salesforce.
ActionWrite

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Supported triggers and actions

Someone Leaves Community
Triggers when a community member cancels their plan.
Trigger
Instant
Try It
- Tag
Trigger
Instant
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Published Blog Post
Triggers when a blog post is published.
Trigger
Instant
Try It
- EmailRequired
- Notify customerRequired
- Cancel subscription at the end of current periodRequired
Action
Write
- Tag
- EmailRequired
- First name
- Last name
- Full name
Action
Write

- WaitlistRequired
- EmailRequired
- First name
- Last name
- Full name
Action
Write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It

- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Someone Joins Community
Triggers when someone joins a free or paid community plan.
Trigger
Instant
Try It
- Waitlist
Trigger
Instant
Try It
Product Signed Up For
Triggers when someone signs up for a free or paid product.
Trigger
Instant
Try It
- ProductRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
- PlanRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- Path after /services/apexrest/Required
- HTTP methodRequired
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Podia

Podia is a platform that lets anyone sell memberships, online courses and digital downloads online.

Learn more

Related categories

Online Courses

About Salesforce

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

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create Salesforce leads when new product sign-ups occur in Podia

Create new Salesforce records each time new products are signed up for in Podia

Update Salesforce leads when new Podia products are signed up for

Podia + Salesforce

Create new Salesforce leads from new Podia waitlists

Someone Leaves Community

Someone Gets Tagged

Published Blog Post

Remove Someone From Your Community

Subscribe Someone

Waitlist Someone

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

Someone Joins Community

Someone Waitlists

Product Signed Up For

Sign Someone Up for a Product

Add Someone to Your Community

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Call Apex REST

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

About Podia

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates