Podium and Salesflare

How to connect Podium

When new Invoice in Podium, create opportunity, then find or create contact in Salesflare.
When new Paid Invoice in Podium, create opportunity, then find or create contact in Salesflare.
When new Review in Podium, create internal note in Salesflare.
When new Review Invite in Podium, create internal note in Salesflare.

Podium is a messaging platform that helps you get more reviews, collect payments, send SMS campaigns, and centralize your communications

Start a workflow when this happens

New Campaign — Triggers when a campaign is created.
New Invoice — Triggers when a new invoice is created.
New Paid Invoice — Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.
New Refunded Invoice — Triggers when there is a refund on an invoice.
New Review — Triggers when a customer submits a review for your business from a Podium review invite.

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Things Salesflare can make it do

Cancel an Invoice — Cancel an invoice.
Create an Invoice — Creates a new invoice.
Process a List of Events by the Data Feed — Process a list of events by the data feed . *Warning: This is an advanced action and you must work with [email protected] to configure.
Process an Event by the Data Feed — Process a single event by the data feed. *Warning: This is an advanced action and you must work with [email protected] to configure.
Refund an Invoice — Refund an amount on an invoice

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Shared Inbox for Team Email, SMS & WhatsApp accounts

Receive notifications on WhatsApp.

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.