Solve CRM + Podio Integration

Q: What is the main benefit of integrating Podio and Solve CRM?

The Podio and Solve CRM integration eliminates manual data entry by automatically syncing project items and customer records. You can start from a ready automation in one click or customize your workflow with Integrately AI.

Q: Can I connect Podio, Solve CRM, and Slack?

Yes, you can connect Podio, Solve CRM, and Slack to build multi-step pipelines where team channels receive alerts whenever records are created or updated, along with 1,500+ other apps.

Q: What is a good Zapier alternative for Podio and Solve CRM?

Most alternatives offer similar functionality, but Integrately provides 20 million+ ready templates, 24/5 live chat support, and 3x to 10x lower cost for your Podio and Solve CRM integration.

Q: How do item creations in Podio update Solve CRM contacts?

You can create Solve CRM contacts automatically whenever a new item is created in Podio using 1-click automations on Integrately. There is a ready template available for this exact flow.

Q: Can Solve CRM company creations trigger Podio tasks?

Yes, you can create Podio tasks automatically whenever a new company is created in Solve CRM using ready templates on Integrately.

Q: Do I need coding skills to set up this automation?

No coding skills are needed to connect Podio and Solve CRM. You can use ready templates or ask Integrately AI to build your workflow instantly.

Q: Is the Podio and Solve CRM integration free?

The Podio and Solve CRM integration includes a free forever plan with access to ready workflows and automated triggers.

Integrate Podio to Solve CRM in one click, or tell Integrately AI how you want each item handled. Sync customer details, update records, alert your team, and trigger follow-ups automatically.

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Free forever.

Use premium features free for 14 days.

Contact is created in Solve CRM
Company is created in Solve CRM
Item is created in Podio
Task is created in Podio
Application is created in Podio
View is created in Podio
Organization is created in Podio
Workspace is created in Podio

Create contact in Solve CRM
Create company in Solve CRM
Create task in Podio
Create status in Podio
Update status in Podio
Update task in Podio
Search item in Podio
Update item in Podio
Create item in Podio
Get item details by id in Podio

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Ready Workflows for Podio + Solve CRM Integration

Capture leads, organise contacts, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Podio task for new Solve CRM contact

Solve CRM and Podio are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Solve CRM, do you also create a task in Podio? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

Activate

When Contact is created in Solve CRM > Check any condition > Create task in Podio

Solve CRM + Podio Integration

Activate

1of1

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Podio + Solve CRM flow

Connect your core automation with messaging, email, and billing tools to manage customer communications and track business growth. Pick a combination and activate it in one click.

Gmail (8)

Mailchimp (8)

Slack (8)

Calendly (8)

Google Drive (8)

Stripe (8)

Create a Solve CRM contact for every new Podio item, and send a welcome email in Gmail.

New Podio items automatically become Solve CRM contacts and Gmail sends a welcome email so no manual outreach is missed.

Notify your team via Gmail when a new Solve CRM company is created from a Podio workspace.

Solve CRM companies created from Podio workspaces notify your team instantly via Gmail.

Update Podio items when a Solve CRM contact changes status, and email the manager via Gmail.

Solve CRM contact updates modify Podio items and send a status notification via Gmail.

Create a Podio task for every new Gmail reply, and log a contact in Solve CRM.

Incoming Gmail messages generate Podio tasks and create Solve CRM contacts automatically.

If a Podio item is high priority, create a Solve CRM company and email the sales lead in Gmail.

High-priority Podio items instantly generate Solve CRM companies and notify sales via Gmail.

When a Solve CRM contact goes cold, update the Podio item status and email support via Gmail.

Inactive Solve CRM contacts update Podio item statuses and notify support via Gmail.

Use Claude to summarise new Podio feedback, save it in Solve CRM, and email the summary via Gmail.

Claude summarises Podio feedback items before saving them in Solve CRM and emailing via Gmail.

Create a Solve CRM company from a Podio workspace, log the project in Asana, and email the update via Gmail.

Podio workspaces generate Solve CRM companies, Asana project tasks, and Gmail updates.

Add every new Solve CRM contact to your Mailchimp audience, and create a tracking item in Podio.

Solve CRM contacts are added to Mailchimp audiences while Podio creates a tracking item.

Create a Mailchimp campaign subscriber from every new Podio organization, and log a company in Solve CRM.

Podio organizations populate Mailchimp subscriber lists and create Solve CRM company records.

Update Mailchimp subscriber tags when a Solve CRM contact changes stage, and update the Podio item.

Solve CRM contact stage changes update Mailchimp tags and modify Podio item records.

Add new Mailchimp subscribers to Solve CRM, and create a follow-up task in Podio.

Mailchimp campaign subscribers generate Solve CRM contacts and Podio follow-up tasks.

If a Mailchimp subscriber joins a VIP list, add them to Solve CRM and create a priority Podio task.

VIP Mailchimp subscribers create Solve CRM contacts and priority Podio tasks automatically.

When a Mailchimp campaign bounces, update the Solve CRM contact status and log it in Podio.

Bounced Mailchimp emails update Solve CRM contact statuses and log notes in Podio.

Use ChatGPT to analyze Mailchimp campaign engagement, create a Solve CRM contact, and log a Podio item.

ChatGPT analyzes Mailchimp campaign engagement before creating Solve CRM contacts and Podio items.

Add new Mailchimp subscribers to Solve CRM, create a Podio task, and notify the team in Slack.

Mailchimp subscribers populate Solve CRM contacts, create Podio tasks, and notify Slack channels.

Create a Solve CRM contact for every new Podio item, and notify your team instantly on Slack.

Podio items create Solve CRM contacts and post instant team alerts in Slack channels.

Notify your sales channel in Slack when a new Solve CRM contact is created from a Podio task.

Podio tasks generate Solve CRM contacts and post team notifications in Slack channels.

Update Podio items when a Solve CRM company is created, and post the update in Slack.

Solve CRM company creations update Podio items and announce the addition in Slack.

Create a Solve CRM company for every Slack message mention, and log an item in Podio.

Slack message mentions generate Solve CRM companies and create Podio tracking items.

If a Podio application is submitted, create a Solve CRM contact and alert the review channel in Slack.

Submitted Podio applications create Solve CRM contacts and alert Slack review channels.

When a Solve CRM contact is updated, modify the Podio item and post the change in Slack.

Solve CRM contact updates modify Podio items and post change logs in Slack channels.

Use Claude to evaluate Podio item sentiment, create a Solve CRM contact, and alert the team in Slack.

Claude evaluates Podio item sentiment before creating Solve CRM contacts and alerting Slack.

Create a Solve CRM company from a Podio organization, log a task in Asana, and notify the team in Slack.

Podio organizations create Solve CRM companies, Asana tasks, and Slack notifications.

Create a Solve CRM contact for every new Calendly booking, and create an item in Podio.

Calendly bookings automatically generate Solve CRM contacts and Podio tracking items.

Create a Podio task for every new Calendly meeting, and log a company in Solve CRM.

Calendly meetings generate Podio tasks and create Solve CRM company records.

Update Podio items when a Calendly meeting is rescheduled, and update the Solve CRM contact.

Calendly rescheduling events update Podio items and modify Solve CRM contact records.

Create a Calendly meeting invite from a Podio task, and log the contact in Solve CRM.

Podio tasks generate Calendly meeting invites and create Solve CRM contact records.

If a Calendly booking is enterprise tier, create a Solve CRM company and a priority Podio task.

Enterprise Calendly bookings create Solve CRM companies and priority Podio tasks.

When a Calendly meeting is cancelled, update the Podio item status and log it in Solve CRM.

Cancelled Calendly meetings update Podio item statuses and record notes in Solve CRM.

Use ChatGPT to summarise Calendly attendee notes, create a Solve CRM contact, and log a Podio item.

ChatGPT summarises Calendly attendee notes before creating Solve CRM contacts and Podio items.

Create a Solve CRM contact from a Calendly booking, log a Podio task, and notify the team in Slack.

Calendly bookings create Solve CRM contacts, Podio tasks, and Slack notifications.

Create a Solve CRM contact for every new Google Drive file upload, and create a Podio item.

Google Drive file uploads automatically generate Solve CRM contacts and Podio items.

Create a Podio task for every new Google Drive document, and log a company in Solve CRM.

Google Drive documents generate Podio review tasks and create Solve CRM company records.

Update Podio items when a Google Drive file is modified, and update the Solve CRM contact.

Google Drive file updates modify Podio items and update Solve CRM contact records.

Create a Google Drive folder from a Podio organization, and log the company in Solve CRM.

Podio organizations generate Google Drive folders and create Solve CRM company records.

If a Google Drive document is tagged contract, create a Solve CRM company and a Podio task.

Tagged Google Drive contracts create Solve CRM companies and Podio review tasks.

When a Google Drive file is deleted, update the Podio item status and log it in Solve CRM.

Deleted Google Drive files update Podio item statuses and record notes in Solve CRM.

Use Claude to extract data from Google Drive invoices, create a Solve CRM contact, and log a Podio item.

Claude extracts data from Google Drive invoices before creating Solve CRM contacts and Podio items.

Create a Solve CRM contact from a Google Drive upload, log a Podio task, and notify Slack.

Google Drive uploads create Solve CRM contacts, Podio tasks, and Slack channel alerts.

Create a Solve CRM contact for every new Stripe customer, and create a Podio billing item.

Stripe customer creations automatically generate Solve CRM contacts and Podio billing items.

Create a Podio task for every successful Stripe payment, and log a company in Solve CRM.

Successful Stripe payments generate Podio fulfillment tasks and Solve CRM company records.

Update Podio items when a Stripe subscription is updated, and update the Solve CRM contact.

Stripe subscription modifications update Podio items and modify Solve CRM contact records.

Create a Stripe customer from a Podio organization, and log the company in Solve CRM.

Podio organizations generate Stripe customer accounts and create Solve CRM company records.

If a Stripe payment fails, create a Solve CRM company alert and a Podio support task.

Failed Stripe payments create Solve CRM company alerts and Podio support tasks.

When a Stripe subscription is cancelled, update the Podio item status and log it in Solve CRM.

Cancelled Stripe subscriptions update Podio item statuses and record notes in Solve CRM.

Use ChatGPT to analyse Stripe transaction patterns, create a Solve CRM contact, and log a Podio item.

ChatGPT analyses Stripe transaction patterns before creating Solve CRM contacts and Podio items.

Create a Solve CRM contact from a Stripe payment, log a Podio task, and notify Slack.

Stripe payments create Solve CRM contacts, Podio tasks, and Slack channel announcements.

Supported triggers and actions for Solve CRM and Podio

Mix and match to build the exact automation you need

Solve CRM Triggers & Actions

Contact is created in Solve CRM

Triggers the automation when a new contact is created

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Company is created in Solve CRM

Triggers the automation when a new company is created

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Podio Triggers & Actions

Item is created in Podio

Triggers the automation when a new item is created

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Task is created in Podio

Triggers the automation when a new task is created

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Application is created in Podio

Triggers the automation when a new application is created

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View is created in Podio

Triggers the automation when a new view is created

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Organization is created in Podio

Triggers the automation when a new organization is created

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Workspace is created in Podio

Triggers the automation when a new workspace is created

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What can you automate with Podio + Solve CRM?

Streamline your operations by automating data flow between project management and customer management platforms.

Get Started For Free

⚡

Create Solve CRM contacts from Podio items automatically

Instantly create a new Solve CRM contact whenever a new item or task is created in Podio, eliminating manual copying between platforms.

📋

Capture every submitted field and detail

Map all available contact and item fields across Podio and Solve CRM so no important customer data is left behind during transfers.

🔔

Notify your team as soon as records arrive

Trigger instant team notifications in messaging apps the moment a new contact or item is registered in either platform.

🔀

Route records based on submitted criteria

Apply custom conditions to send high-priority contacts to specific Solve CRM pipelines while routing standard items elsewhere.

🔄

Keep records synchronized across platforms

Automatically update existing items in Podio whenever contact details or company statuses change in Solve CRM.

🛡️

Add or update records intelligently

Search existing records before creating new entries in Solve CRM or Podio to prevent duplicate contacts and cluttered workspaces.

⏱️

Manage lifecycle and status updates

Trigger downstream actions when a Podio task is completed or a Solve CRM company status changes.

🔌

Extend your workflow with additional tools

Connect your core Podio and Solve CRM flow with email, spreadsheets, or messaging tools to build multi-step pipelines.

And much more...

Who is Podio + Solve CRM integration for?

Project managers and support teams waste hours manually transferring records between platforms, but connecting these apps keeps data accurate and teams aligned instantly.

Operations directors

Customer support leads

Client account managers

Sales operations teams

Project coordinators

Quality assurance specialists

📈

Operations directors

You report on project metrics and make decisions from your dashboards, but your tracking items are always out of date because records are logged manually — with this integration, every new item updates your tracking instantly and your reports stay accurate.

⚡

Customer support leads

You need to act fast when client requests arrive, but you find out about new contacts hours too late — with this integration, every new contact triggers immediate alerts so your team can respond without delay.

🤝

Client account managers

You answer to external clients who want to see constant project progress, but compiling updates takes hours of manual copying — with this integration, your Solve CRM and Podio data sync automatically to keep clients fully informed.

🔄

Sales operations teams

The volume of inbound contacts is too high for anyone to keep up by hand, leading to missed follow-ups — with this integration, every new contact is captured instantly without manual data entry.

📋

Project coordinators

You own the execution phase and depend on someone upstream to hand over client details, but handoffs get lost in email threads — with this integration, every contact flows straight from Solve CRM into your Podio workspace.

🗂️

Quality assurance specialists

You need a reliable audit history of customer interactions, but manual logging leaves gaps in your records — with this integration, every item and contact is recorded automatically with complete accuracy.

Try This Integration – No Code Needed

Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Solve CRM + Podio

Build and manage your Solve CRM + Podio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Solve CRM + Podio with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

20M+ Ready Automations

Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.

AI that builds your automations

Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.

24x5 Live Chat Support

Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.

Free done-for-you setup

Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.

Secure by design

SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.

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Frequently Asked Questions

How do I connect Podio to Solve CRM?

You can connect Podio to Solve CRM in 1 click using ready templates on Integrately or ask Integrately AI to build the automation for you. It also connects smoothly with Gmail, Slack, and 1,500+ other apps.

What is the main benefit of integrating Podio and Solve CRM?

Can I connect Podio, Solve CRM, and Slack?

What is a good Zapier alternative for Podio and Solve CRM?

How do item creations in Podio update Solve CRM contacts?

Can Solve CRM company creations trigger Podio tasks?

Do I need coding skills to set up this automation?

Is the Podio and Solve CRM integration free?

Didn't find the answer you were looking for?

No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Podio or Solve CRM With 1500+ Other Apps

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Sync Solve CRM with customer support, scheduling, and billing platforms to scale your operations.

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Solve CRM + Podio Integration

Integrate Podio to Solve CRM in one click, or tell Integrately AI how you want each item handled. Sync customer details, update records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Podio + Solve CRM Integration

Capture leads, organise contacts, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Podio task for new Solve CRM contact

When Contact is created in Solve CRM > Check any condition > Create task in Podio

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Podio + Solve CRM flow

Connect your core automation with messaging, email, and billing tools to manage customer communications and track business growth. Pick a combination and activate it in one click.

Supported triggers and actions for Solve CRM and Podio

Mix and match to build the exact automation you need

What can you automate with Podio + Solve CRM?

Streamline your operations by automating data flow between project management and customer management platforms.

Who is Podio + Solve CRM integration for?

Project managers and support teams waste hours manually transferring records between platforms, but connecting these apps keeps data accurate and teams aligned instantly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Solve CRM + Podio

Build and manage your Solve CRM + Podio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Podio or Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Solve CRM + Podio Integration

Integrate Podio to Solve CRM in one click, or tell Integrately AI how you want each item handled. Sync customer details, update records, alert your team, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Podio + Solve CRM Integration

Capture leads, organise contacts, keep projects updated, alert your team, and send follow-ups, all in just one click.

Create Podio task for new Solve CRM contact

When Contact is created in Solve CRM > Check any condition > Create task in Podio

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Podio + Solve CRM flow

Connect your core automation with messaging, email, and billing tools to manage customer communications and track business growth. Pick a combination and activate it in one click.

Supported triggers and actions for Solve CRM and Podio

Mix and match to build the exact automation you need

What can you automate with Podio + Solve CRM?

Streamline your operations by automating data flow between project management and customer management platforms.

Who is Podio + Solve CRM integration for?

Project managers and support teams waste hours manually transferring records between platforms, but connecting these apps keeps data accurate and teams aligned instantly.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate Solve CRM + Podio

Build and manage your Solve CRM + Podio automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Podio or Solve CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click