ConvergeHub + Podio Integration

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Popular ConvergeHub + Podio Workflows

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ConvergeHub + Podio Integration

Create Podio task for new ConvergeHub contact

ConvergeHub and Podio are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in ConvergeHub, do you also create a task in Podio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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ConvergeHub + Podio Integration

Create Podio task for new ConvergeHub task

ConvergeHub provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from ConvergeHub. Podio is a great tool for this.

All you need to do is - integrate Podio with ConvergeHub to create task in Podio automatically when certain task occur in ConvergeHub. This can save you time by not having to manually create tasks in both systems.
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ConvergeHub + Podio Integration

Create Podio task for new ConvergeHub deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Podio to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within ConvergeHub? Well now there is!

With our integration between ConvergeHub and Podio, creating task in Podio is now easier than ever. Whenever a deal is created in ConvergeHub, you can automatically create a corresponding task in Podio to keep your team up-to-date.
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ConvergeHub + Podio Integration
1.
  • ConvergeHub
    Lead is created in ConvergeHub
  • ConvergeHub
    Account is created in ConvergeHub
  • ConvergeHub
    Target is created in ConvergeHub
  • ConvergeHub
    Contact is created in ConvergeHub
  • ConvergeHub
    Deal is created in ConvergeHub
  • ConvergeHub
    Task is created in ConvergeHub
  • ConvergeHub
    Event is created in ConvergeHub
  • Podio
    Item is created in Podio
  • Podio
    Task is created in Podio
  • Podio
    Application is created in Podio
  • Podio
    View is created in Podio
  • Podio
    Organization is created in Podio
  • Podio
    Workspace is created in Podio
2.
  • ConvergeHub
    Create lead in ConvergeHub
  • ConvergeHub
    Create contact in ConvergeHub
  • ConvergeHub
    Create deal in ConvergeHub
  • ConvergeHub
    Create target in ConvergeHub
  • ConvergeHub
    Create task in ConvergeHub
  • ConvergeHub
    Create account in ConvergeHub
  • ConvergeHub
    Create event in ConvergeHub
  • Podio
    Create task in Podio
  • Podio
    Create status in Podio
  • Podio
    Update status in Podio
  • Podio
    Update task in Podio
  • Podio
    Search item in Podio
  • Podio
    Update item in Podio
  • Podio
    Create item in Podio
  • Podio
    Get item details by id in Podio
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