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Podio and Salesforce Integration

Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Stay on top of your task list by automatically creating, updating and organizing them in Podio. Do much more by connecting Podio and Salesforce.

Popular Integrations

  • Salesforce - New Custom Object
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    Podio - Add an Item

    Add an Item in Podio on a New Custom Object in Salesforce

  • Podio - New Item Created
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    Salesforce - Add or Update a Contact

    Add or Update a Contact in Salesforce on a New Item Created in Podio

  • Salesforce - New Lead
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    Podio - Add an Item

    Add an Item in Podio on a New Lead in Salesforce

  • Podio - New Item Created
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    Salesforce - Add or Update a Lead

    Add or Update a Lead in Salesforce on a New Item Created in Podio

  • Salesforce - New Contact
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    Podio - Add an Item

    Add an Item in Podio on a New Contact in Salesforce

  • Salesforce - New Opportunity
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    Podio - Add an Item

    Add an Item in Podio on a New Opportunity in Salesforce

  • Salesforce - Updated Opportunity
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    Podio - Add an Item

    Add an Item in Podio on a Updated Opportunity in Salesforce

  • Podio - New Item Created
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    Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object in Salesforce on a New Item Created in Podio

Looking for something else?

Create your own Integration

Connect Podio and Salesforce the way you want. Start by selecting the trigger and action events listed here.

When this happens

TRIGGERS
  • Podio - New Item Created

    New Item Created

    Triggers when new item is created in the selected application

  • Podio - New Task Created

    New Task Created

    Triggers when new shared task is created

  • Podio - New Comment Added

    New Comment Added

    Triggers when new comment is added in the selected application

  • Podio - New Member Added

    New Member Added

    Triggers when new member is added to a space

  • Podio - New Status Posted

    New Status Posted

    Triggers when new status is posted by any user in the Workspace

  • Podio - Tag Added to an Item

    Tag Added to an Item

    Triggers when a tag is added to any Item in the selected application

  • Podio - Item Deleted

    Item Deleted

    Triggers when new item is deleted in the selected application

  • Podio - Member Removed

    Member Removed

    Triggers when a member is removed from the selected space

  • Salesforce - New Contact

    New Contact

    Triggers when there is a new Contact

  • Salesforce - New Custom Object

    New Custom Object

    Triggers when there is a new Custom Object (of the type selected) is created

  • Salesforce - New Lead

    New Lead

    Triggers when there is a new Lead

  • Salesforce - New Opportunity

    New Opportunity

    Triggers when there is a new Opportunity

  • Salesforce - Updated Opportunity

    Updated Opportunity

    Triggers when an existing Opportunity is updated

  • Salesforce - New Account

    New Account

    Triggers when there is a new Account

  • Salesforce - New Event

    New Event

    Triggers when there is a new Event

  • Salesforce - New Task

    New Task

    Triggers when there is a new Task

  • Salesforce - Updated Account

    Updated Account

    Triggers when an existing Account is updated

  • Salesforce - Updated Contact

    Updated Contact

    Triggers when an existing Contact is updated

  • Salesforce - Updated Contact Property

    Updated Contact Property

    Triggers when an existing Contact's property is updated

  • Salesforce - Updated Custom Object

    Updated Custom Object

    Triggers when an existing Custom Object is updated

  • Salesforce - Updated Lead

    Updated Lead

    Triggers when an existing Lead is updated

  • Salesforce - Updated Opportunity Property

    Updated Opportunity Property

    Triggers when an existing Opportunity's property is updated

  • Salesforce - New Case

    New Case

    Triggers when there is a new Case

  • Salesforce - New Note

    New Note

    Triggers when there is a new Note

  • Salesforce - Updated Account Property

    Updated Account Property

    Triggers when an existing Account's property is updated

  • Salesforce - Updated Opportunity Stage

    Updated Opportunity Stage

    Triggers when an existing Opportunity's Stage is changed

  • Salesforce - New Case Comment

    New Case Comment

    Triggers when there is a new Comment on a Case

Do this

ACTIONS
  • Salesforce - Add or Update a Contact

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact

  • Salesforce - Add or Update a Lead

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead

  • Salesforce - Add or Update an Account

    Add or Update an Account

    Creates a new Account or updates an existing Account

  • Salesforce - Add or Update a Custom Object

    Add or Update a Custom Object

    Creates a new Custom Object or updates an existing Custom Object

  • Salesforce - Add or Update an Event

    Add or Update an Event

    Creates a new Event or updates an existing Event

  • Salesforce - Add a Note

    Add a Note

    Creates a new Note

  • Salesforce - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing Opportunity

  • Salesforce - Add or Update a Task

    Add or Update a Task

    Creates a new Task or updates an existing Task

  • Salesforce - Add a Call Log

    Add a Call Log

    Creates a new Call log

  • Salesforce - Add a Campaign Member

    Add a Campaign Member

    Creates a new Campaign Member (Existing Lead or Contact)

  • Salesforce - Add or Update a Case

    Add or Update a Case

    Creates a new Case or updates an existing Case

  • Salesforce - Get Account of a Contact

    Get Account of a Contact

    Get Accountof a Contact

  • Salesforce - Get Opportunities of a Contact

    Get Opportunities of a Contact

    Get Opportunity for Contact

  • Salesforce - Get Contacts for a Opportunity

    Get Contacts for a Opportunity

    Get Contacts for Opportunity

  • Salesforce - Search an Account

    Search an Account

    Search Accounts

  • Salesforce - Search a Contact

    Search a Contact

    Search Contacts

  • Salesforce - Search a Custom object

    Search a Custom object

    Search Custom Objects

  • Salesforce - Search an Event

    Search an Event

    Search Events

  • Salesforce - Search a Lead

    Search a Lead

    Search Leads

  • Salesforce - Search an Opportunity

    Search an Opportunity

    Search Opportunities

  • Salesforce - Search a Task

    Search a Task

    Search Tasks

  • Salesforce - Search a User

    Search a User

    Search Users

  • Salesforce - Search a Campaign

    Search a Campaign

    Search Campaigns

  • Salesforce - Search a Case

    Search a Case

    Search Cases

  • Salesforce - Search a Folder

    Search a Folder

    Search Folders

  • Podio - Add an Item

    Add an Item

    Adds a new item

  • Podio - Add a Task

    Add a Task

    Adds a new task

  • Podio - Add a Status

    Add a Status

    Adds a new status

  • Podio - Search Items

    Search Items

    Finds an item

  • Podio - Update an Item

    Update an Item

    Updates an item

  • Podio - Update a Task

    Update a Task

    Updates a Task

  • Podio - Complete a Task

    Complete a Task

    Completes a Task

  • Podio - Search Apps

    Search Apps

    Finds an App

  • Podio - Search Members

    Search Members

    Finds a member

  • Podio - Search Spaces

    Search Spaces

    Finds a Workspace

  • Podio - Search Tasks

    Search Tasks

    Finds a Task

  • Podio - Delete an Item

    Delete an Item

    Deletes an item

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Connect Podio and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

Slack
Google Meet
Cisco Webex Teams

Collaboration

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Podio Workflow

Podio

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Salesforce Workflow

Salesforce

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AWeber
Mailchimp
Salesforce Marketing Cloud

Marketing

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