Connect Podio and Zendesk Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
New Item
New Workspace
New Activity
Item Updated
New View
Choose an Action
Automatically do this!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
New Workspace
Triggers when you add a new space.
New Activity
Triggers whenever there is activity in your stream.
Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
New View
Triggers when a new view is added.
New Product in Catalog
Triggers when a new product is added in catalog
Do thisActions
Action is the task that follows automatically within your Podio integrations.
Create Status
Add a status update to a workspace stream.
Create Item
Create a new item, record or entry inside an app (standard or custom).
Find Item
Find an item by title in an app.
Get all Files
Get all existing files.
Get all Tasks
Get all existing in a workspace
Create a Task
Creates a new task.
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Frequently Asked Questions
To start, connect both your Podio and Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Podio triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Podio data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Podio and Zendesk Sell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Podio and Zendesk Sell. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Podio
Podio is a customizable work management solution that allows you to streamline and sync your team’s projects and workflow. It offers features like task management, collaboration tools, and integrated chat functionality.
Learn MoreAbout Zendesk Sell
Elevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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