Freshsales Suite + Podio

Create Freshsales Suite deals for new Podio items

Streamline your sales process with this efficient workflow. When a new item is added in Podio, a deal is immediately created in Freshsales Suite. This seamless process allows for a faster response time, reducing manual data entry while fostering efficient and proactive sales activities. Benefit from this workflow that keeps your sales team on track with every new opportunity.

When this happens...
New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
TriggerPolling
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- WorkspaceRequired
Trigger
Polling
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
Try It
- Organization
- Workspace
- Application
Trigger
Polling
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
Trigger
Polling
Try It

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
- Search Field ValueRequired
Action
Search
- Filter NameRequired
- Include Contact Details
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Select ModuleRequired
- Unique IdentifierRequired
- File NameRequired
- File PathRequired
- Share with team
Action
Write
- Update ByRequired
- Enter Email / Contact IDRequired
- NoteRequired
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated moduleRequired
- Enter NoteRequired
- Targetable IdRequired
Action
Write
- Update ByRequired
- Enter Email / Contact ID / Mobile Number / External IDRequired
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the UserRequired
Action
Search
- Find ByRequired
- Enter Name / Deal IDRequired
Action
Search
- Search ByRequired
- Enter Account ID / NameRequired
- Name
Action
Search or write

- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Field
- Action TypeRequired
- Include Image Attachments
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
Trigger
Polling
Try It
- OrganizationRequired
Trigger
Polling
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
Try It
- Attach ToRequired
- FileRequired
- Silent
Action
Write
- OrganizationRequired
- WorkspaceRequired
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- Filter NameRequired
Trigger
Polling
Try It
- TitleRequired
- Associated ModuleRequired
- Attendees EmailRequired
- From DateRequired
- To DateRequired
- Targetable IdRequired
- Location
- Description
- Time Zone
- Outcome
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Due DateRequired
- Owner IdRequired
- Outcome IdRequired
- Description
- Task Type
- Collaborators
Action
Write
- Module NameRequired
Action
Write
- Associated ModuleRequired
- Targetable IdRequired
- TitleRequired
- Owner IdRequired
- Start DateRequired
- End DateRequired
- Sales Activity TypeRequired
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer NameRequired
- Unique IdentifierRequired
- Event NameRequired
- Additional Event Properties
Action
Write
- Update ByRequired
- Enter Account Name /Account IDRequired
Action
Write
- Deal IDRequired
Action
Write
- Search ByRequired
- Enter Account ID / NameRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
Action
Search
- Search ByRequired
- Enter Contact ID / Email / Phone No/External IDRequired
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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 more

Related categories

Project Management

Freshsales Suite + Podio

Create Freshsales Suite deals for new Podio items

New Application

New Item

New Organization

New Activity

New View

Create Item

Create Task

Find Item

Deal Updated

Account Updated

New Contact

Add File

Add Note to Contact

Create Account

Create Contact

Create Deal

Add Note

Update Contact

Find User

Find Deal

Search the matching Account

New Action

Item Updated

New Workspace

New Task

Attach File

Create Status

Update Item

Contacts Added to a List

New Account

Contact Updated

New Deal

Create Meeting

Create Task

Create a Record on Custom Module

Create Custom Sales Activity

Create a Marketing Event

Update Account

Update Deal

Find Account

Find Contact by Unique Fields

Search the matching Contacts

About Freshsales Suite

Related categories

Similar apps

Zapier Interfaces

About Podio

Related categories

Similar apps

Teamwork

ActiveCollab

Basecamp