Integrate Lead Sherpa with Podio

Lead Sherpa connects to Podio directly. If you use Podio as your CRM, we recommend this native integration instead of Zapier: you can push more data, including your text messages, and sync updates after the first push. For other CRMs, see Zapier Setup: Connect to CRM Workspace.

Resources

→ Integrate Sherpa with Podio (including text messages!)

→ Pushing Leads to CRM

→ Podio - Help Center

Steps

1. In the menu on the left, click the person-and-gear icon at the bottom to open Account Settings, then click Manage App Integrations.

2. Under Integrate Lead Sherpa with my CRM, click the button to start the integration.

   

3. Click Sign In and log in to your Podio account.
4. Choose the Organization, Workspace and Application in Podio where your leads should go, then click Complete.
5. Map the Lead Sherpa fields to your Podio fields. The form is based on how your Podio app is set up, and you don't have to fill in every field. See Integrate Sherpa with Podio (including text messages!) for the fields we recommend.
6. Click Complete and review your mapping. Click Back to fix anything, or Turn on Integration when it looks right.

Once the integration is on, the Integrate Lead Sherpa with my CRM section shows Integrated with a check next to Podio. Use the three dots next to Podio to Edit or Delete the integration.

Questions? Email support@leadsherpa.com.

For a video walkthrough, follow this link to our Youtube tutorial.