Help / Integrations / Podio

Integration guide

Podio

Connect Podio and your agent runs your pipeline. Pull up a lead, update a deal, move a stage, all from a text.

Real screen. Ask in plain words, it does the work.

What your agent can do

Once Podio is connected, this is the work it takes off your plate:

Pull up any leadStage, notes, last touch, on demand.

Update a dealChange fields, log activity, in seconds.

Move stages“Move Garcia to Follow-up.” Done.

Log notesEvery call and touch recorded.

Spot quiet dealsSee what's gone cold and act.

Keep records currentNo more stale pipeline.

How to connect it

About 30 seconds. You only do it once.

Open your Connect page

Tap the link in your welcome email.

Find Podio, tap Connect

It's under “CRM & lead tracking.”

Sign in and approve

Podio's own secure sign-in opens. Your apps get discovered automatically.

Done

Try: “Pull up the Garcia lead.”

10 things to ask it

Copy these, or say them your own way.

Pull up the Garcia lead.

Move Garcia to Follow-up.

What deals have gone quiet?

Add a note to the Miller deal.

Who's in the Quote Sent stage?

Follow up on anything over 3 days old.

Log that I spoke to Thompson today.

What does my pipeline look like?

Mark the Davis deal won.

Create a lead for the new Facebook contact.

What it can see

Only your Podio apps, leads, and deals, so it can answer and act for you.

It uses Podio's own secure sign-in, never your password, and you can disconnect anytime from your Connect page. Your data is never changed by disconnecting.

Common problems

Podio says “disconnected”

Reconnect on your Connect page and re-approve.

It can't find an app or field

Ask it “refresh my Podio apps,” or tell us the app name.

Wrong record updated

Be specific with the lead name; it confirms before big changes.

A note didn't save

Reconnect and retry; tell us if it keeps happening.

Still stuck on Podio?

Email your business name and what you were trying to do. A real person answers, usually same day.

✉ support@nodesk.io