Setting up your Podia 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. Enter SourceWhale for the application name, and sourcewhale.app for the domain. Podio will give you a Client ID and Client Secret.
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.
Do not merge with existing contacts in Podio: Turning this toggle on will create duplicates in Podio.
Create notes upon: Choose for which outreach types a note is pushed in Podio.
Only add notes to synced records: Toggling this on will mean that if you have "sync upon interested" or "sync upon replied" for the next option, we will only add notes to existing records in Podio once a Contact has been marked as "interested" or "replied".
When adding to a campaign: Choose to sync when adding Contacts or when they respond or when they respond positively and are interested. Click the lock icon to lock the sync settings for all non-admin users within the platform.
Displayed fields: Choose which Podio fields users can optionally tag to a Contact to push into Podio.
Mandatory fields: Choose which Podio fields must be filled to push Contacts into Podio.
Protected fields: Selected fields will not be overwritten in Podio when syncing data.
Filterable fields: Selected fields will be displayed within the SourceWhale search page as a filter, allowing your team to search your CRM using these fields directly from within SourceWhale.
Here you can customise and map all Podio fields to the corresponding SourceWhale variable.
Note: Please do not adjust unless you are finding that the variables are not mapping as expected in Podio.
String Variables: These SourceWhale variables can only be mapped to one field in Podio.
List Variables: These SourceWhale variables can be mapped to multiple fields in Podio.
Social URLs: Link specific social URLs such as LinkedIn, Twitter etc to the correct field in Podio.
You are now ready to start using your Podio integrations.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team! 💬