Integrate Sherpa with Podio (including text messages!)

Bella Santana

Updated October 29, 2026 17:03

Integrating your Lead Sherpa account directly with Podio comes with many benefits, with the main three being:

Push more data points (including skip trace info)
Push text messages
Sync updates after the initial push

Resources

→ Integrate Lead Sherpa with Podio

→ Pushing Leads to CRM

→ Podio - Help Center

1. Connect Podio

In the menu on the left, click the person-and-gear icon at the bottom to open Account Settings, then click Manage App Integrations.
Under Integrate Lead Sherpa with my CRM, start the integration.
Under Podio Account, click Sign In and log in to Podio.
Choose your Organization, then the Workspace and Application where your leads should go.

2. Map your fields

The mapping form is based on how your Podio app is set up. We recommend:

Podio field	Lead Sherpa fields
Property Address	Property address, property city, property state and property zip
Mailing Address	Mailing address, mailing city, mailing state and mailing zip
First Name, Last Name	First Name, Last Name
Notes	Notes, Campaign Name, Agent, Tags, Links (Sherpa and Public) and Lead Stage, plus any custom tags or skip trace data you want in Podio

Fill in the other fields however works best for you.

3. Test the integration

Click Complete and review your mapping. Click Back to fix anything.
Click Test & Continue. A test prospect named John Doe is pushed to Podio, so you know it isn't a real lead.
Open the test lead in Podio and check that everything came through. If something is missing, go back and change your mapping. If you don't see the test lead, check that you signed in to the right Podio account and selected the right workspace and application.
When the test lead looks right, click Turn On Integration.

4. Push a prospect

Open the prospect's page.
Under CRM Options, click Push to CRM with Integration.

05-prospect-crm-options.png
05-prospect-crm-options.png

A 60-second countdown starts, so that any last changes (messages, tags, notes) are included. You don't need to stay on the page. The prospect then appears in Podio with their text messages.

Questions? Email support@leadsherpa.com.

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