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Freshsales + Podio Integrations

Appy Pie Connect allows you to automate multiple workflows between Freshsales and Podio

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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.

Podio Integrations

Best ways to Integrate Freshsales + Podio

  • Freshsales Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Freshsales Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Freshsales Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Freshsales Gmail

    Freshsales + Gmail

    Create Draft to Gmail from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Gmail Create Draft
  • Freshsales Gmail

    Freshsales + Gmail

    Send Email in Gmail when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Gmail Send Email
  • Freshsales {{item.actionAppName}}

    Freshsales + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Freshsales + Podio in easier way

It's easy to connect Freshsales + Podio without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • Application Updated

    Triggers when the application is updated.

  • Comment Deleted

    Triggers when a comment is deleted.

  • File Change

    Triggers when an attachment on an item change.

  • Item Deleted

    Triggers when you delete an item.

  • Item Updated

    Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.

  • New Application

    Triggers when a new Application is created.

  • New Comment

    Triggers when a new comment is created.

  • New Organizations

    Triggers when a new organization is created.

  • New Task

    Triggers when a new task is created.

  • New View

    Triggers when a new view is created.

  • New Workspace

    Triggers when a new workspace is created in the organization.

  • Task Delete

    Triggers when a task is deleted.

  • Task Updated

    Triggers when you update a task.

    Actions
  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • Create Status

    Add a status update to a workspace stream.

  • Create Task

    Create a new task.

  • Create a Item

    Create a new item, record or entry inside an app (standard or custom).

  • Update Item

    Update Item.

How Freshsales & Podio Integrations Work

  1. Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Podio as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Freshsales to Podio.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.