Skip to content
Podio logoSalesforce logo

Connect Podio to Salesforce

Move data between Podio and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Podio triggers
6
Podio actions
10
Salesforce triggers
9
Salesforce actions
27

Automation ideas

What you can build with Podio and Salesforce

A few flows teams run between Podio and Salesforce. Use one as a starting point, or build your own from scratch.

  • New Item in Podio creates Add Contact to Campaign in Salesforce

    Fires when a new item (record/entry) is created in an app

  • New Case Attachment in Salesforce creates Create Item in Podio

    Fires when a new Attachment or File is added to any Case record.

  • New Item in Podio creates Add File to Record in Salesforce

    Fires when a new item (record/entry) is created in an app

  • New Case Attachment in Salesforce creates Update Item in Podio

    Fires when a new Attachment or File is added to any Case record.

  • New Item in Podio creates Add Lead to Campaign in Salesforce

    Fires when a new item (record/entry) is created in an app

  • New Case Attachment in Salesforce creates Create Task in Podio

    Fires when a new Attachment or File is added to any Case record.

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Podio and acts in Salesforce, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.