There’s a good chance that your team uses several types of software to manage potential customers like a customer relationship management (CRM) tool. You can improve the efficiency of your sales force by giving them access to Podium conversations directly from a third-party application. Your sales force can either access existing conversation or create new ones.
You’ll need to create a URL in order to open a conversation in a third-party application. To create it correctly, you’ll need to verify that the application is able to pass the required parameters into a URL format.
|Phone Number*||phone-number||Textable number that will receive messages from Podium.|
|Contact Name||name||The name of the potential customer you’re trying to contact. This will be the name of the contact if one doesn’t already exist.|
|Location ID**||locationUid||The ID of the location you’ll be sending the conversation from.|
**Required if users have access to more than one location or a contact exists in more than one location.
Once you’ve verified your application can dynamically pass the necessary parameters, you’re ready to create the conversation link or URL.
To create a conversation link:
- Sign in to your third-party application as an administrator.
- Start by adding the base URL: https://app.podium.com/
- Then add the path parameter phone-number/ and the phone number for a contact.
- Add ?name= and the name value.
- Add &locationUid= and the location ID.