Connecting Salesforce to Podium

  1. Login to your Podium account and click on the +Apps icon.  1.png
  2. From here you can select a location to set up an app for.  2.png
  3. Select the Salesforce App from the Marketplace to begin the install process.  3.png
  4. After you click connect you can confirm the location you’d like to connect. You can then continue the install process. (only available if you have multiple Podium locations). 4.png
  5. From here you’ll be able to grant the app access to your Podium data, enter required credentials, and enable additional functionality where applicable.  5.png
  6. You will then be able to give Podium the ability to sync your contacts and leads from Salesforce to Podium.                                                                    6.png
  7. You will then be prompted to Add Automations.              7.png
  8. From the Add Automations page, you can access our automation library where you can enable automated text messages triggered by the app. If you do not see a custom object or field you use available in automations, please contact our support team.  8.png
  9. When you select an automation from our automation library you’ll be prompted to review the automation details. Click Activate to enable the automation.                                                               9.png