Available Services to Integrate with Podio CRM
Ready to add some more automation to your existing set up or want to add something to one of our pre-built packages? We’ve got you covered with a wide range of ready to go Integrations to get your leads coming in without tons of down time for installation.
AVAILABLE INTEGRATIONS
Twilio
Deal Machine
TotalView
MailChimp
Zapier
Slybroadcast
Vumber
Lob
LaunchControl
Google Calendar
CallRail
Xencall
DocuSign
Quickbooks
Google Map
smrtphone
TextMagic
investor carrot
DocuSign
Google Drive
RooR
Mojo Dialer
WordPress
ClickSend
ShareFile
CallTools
Batchleads
Zillow
Dropbox
GlobiFlow Automation Tools
GlobiFlow automation tools are available with the Podio premium plan, for 5+ employees. It is also available to users starting at $9 per month. Our personal favorite features include:
Workflow Builders
WE can trigger workflows when items are created or updated in Podio, and filter on field values and other conditions. Each workflow can perform a variety of actions, including creating new items, updating items, assigning tasks, sending emails, etc.
PDF Generators
We can generate PDF documents on the fly using your Podio data and attach them to the current Podio Item. These PDF's can also then be attached to emails in email actions to send to your customers. Useful to generate Invoices, Purchase Orders, Contracts, and anything else you can think of.
Send SMS Texts
As an action from any Flow, you can send rich text emails to external contacts. You can use the email editor to create beautiful emails that contain any data you would like to include from your Podio items. Not only can you send emails, but replies to these emails can trigger additional flows to file and/or act on those replies.
Data Feeds
Need to get your data out of Podio? We can easily turn any app into a data feed in JSON or XLM for use in third-party integrations. Feeds can contain any of the fields of your app with specific filtering conditions, allowing you to control what data the third-party apps have access to.
Image Charts
Add some eye candy to your Podio workspaces by converting any report widget into a chart or graph, including bar charts, line graphs, pie charts, gauges, etc. These charts can be inserted into any workspace or app image widget, or into any app item's image field, making it easy to create dashboard apps right inside Podio.
Email Functionality
We can easily insert intelligent buttons and links into emails that, when clicked, will execute a flow and show the contact a message. These message pages can be daisy-chained to allow external contacts to make multiple selections, each one triggering it's own set of actions.
Want to see what REI Sharks can really do?
Schedule your call today. Find out what we can do for you. Ask us about customizations.