Setting up your Podio integration in SourceWhale is very simple, all you need to do is follow the steps below.

Go to your initials/image in the bottom left-hand corner of SourceWhale and click on it > Select Integrations from the dropdown box > Select Podio.

To enable the Podio integration, go to your API settings.

Input the following for each:

Application Name: SourceWhale

Domain: sourcewhale.app

Podio will give you a Client ID and Client Secret, enter these in the relevant fields.

Once you have entered the details then click activate.

When the integration is active, you will see a green connected box to the right hand side of the Podio logo.

On the integrations page, you will be able to set default settings for yourself and your team.

Sync manual contact updates to Podio - Automatically update Podio with any manual changes made by your team to contact fields in SourceWhale, such as name, company, role, location and more.

Add Contact to Podio - Choose when Contacts get added to Podio, either when added to the campaign, when they respond or when they respond positively and are interested. Alternatively, you can choose to not add this contact type.

Only add notes to synced records - Toggling this on will mean that if you have "only when they reply" or "only when they are interested" for the Add contact to option, we will only add notes to existing records in Podio once a Contact has been marked as "interested" or "replied".

Update field in Podio - You can choose "Always update" or "Only update if Blank":

Always update will update the field regardless if there is existing information on a contact in this field. Any existing information will be overwritten by the new information.

Only update if Blank will only update when the field is empty and won't overwrite any existing data.

Here you can choose which activities will create notes in Podio.

Create new notes from - Choose for which outreach types a note is pushed in Podio.

Here you can customise and map all Podio fields to the corresponding SourceWhale variable.

Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬