Integrate Podio with LeadsBridge

Intro

Podio is a cloud-based collaboration service that was founded in 2009 and acquired by Citrix in 2012. Podio supplies a web-based platform for organizing team communication, business processes, data and content in project management workspaces

In this article, you'll learn how to connect your LeadsBridge account with Podio.

Connect Podio integration

Before you start

Authorize Podio integration

Setup your Podio integration

1. Click on Connect Podio
2. Click on Create new integration to connect your Podio (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the Podio integration
4. Fill HTML form code field to connect Podio with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this Podio and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your Podio is connected, you can continue with the set-up of your bridge

Configuration details for Podio

Other Info

To access the webform link and settings, click the wrench icon in the right of your app, and select Webform.

Then, under the Embedded Code section you'll find the HTML code that you need to paste inside your Podio Integration.

Which entity concepts we support for Podio

With LeadsBridge you may use these entity concepts for Podio.

1. Contact

   The contacts can be thought of as virtual business cards. ( Learn more)

Which segmentation concepts we support for Podio

With LeadsBridge you may use these segmentation concepts for Podio.

1. Form

   A form, also called an HTML form, is an online page containing blank spaces where information can be inserted. They may contain different elements such as checkboxes, submit buttons, text boxes, and others. ( Learn more)

Common questions for Podio

How can I get my Podio HTML form code?

In order to get your Podio HTML form code you should follow the steps below: 1. Go to your Podio form 2. Right click on the page, then click on View Page Source (notice that this message may vary according to the browser you’re using)
3. Then, search for <form> and </form> tags

4. Select the content between those tags (including the tags itself) 5. Copy your selection 6. Then, paste it inside the HTML form code area in your Podio integration 7. Make sure to add https://podio.com before /webforms/ inside the <form> tag as shown in the screenshot below:
8. Finally, click on the Finish button, this way you’ll be able to map your Podio form fields in your Bridge

Why Podio Integration doesn't work?

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button