Can Gmail Emails Update Podio Items?

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Brandon Hall

• January 27, 2017 16:33

Hello! I am a CPA and use Podio as my CRM and Project management platform. I'm currently looking for a way to update a client's Podio item if they send me an email or if I send them an email.

For instance, if Client A sends me an email (or anyone on my team), I'd like for that email to be logged in Client A's Podio item. Additionally, I'd like that Podio item to update the "Last Contacted" date field so that we can track client communications and reach out to those we haven't heard from in a while.

I use Globiflow religiously, so if I need to incorporate Globiflow I'll be able to do so.

I also use Zapier but wasn't able to create a ZAP that does this.

Thoughts anyone?

Brandon

 

 

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  Bill Carovano

  • January 27, 2017 23:58

  Hi Brandon

  If you have a "Clients" app, and an item for each client, the "Email to Item" functionality should be useful: https://help.podio.com/hc/en-us/articles/201290603-Email-to-item

   

  Regards,
  Bill

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  Brandon Hall

  • January 29, 2017 14:35

  I don't really understand how it will work to be honest. The Podio tutorials aren't great with Email to Item and Email to app.

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  Mehul Trivedi

  • January 30, 2017 07:47

  Just 2 steps... 
  
  
  1. As sown in above figure under your App click wrench icon & chose Email to App. It will create an forward address something like calorie-consumed.XXXX@xxx.podio.com
  2. Now open your Gmail  Create a Filter in Gmail for when you receive email from some particular email or with some particular Subject etc get it forwarded to calorie-consumed.XXXX@xxx.podio.com 
  
  

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  Brandon Hall

  • January 30, 2017 13:50

  Ah that second step was the one I wasn't clear on. Thank you.

  Follow-up question - is this feasible for someone with 200 clients? I'd essentially need to create 200 filters for me, and then 200 filters for each of my employees.

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  VIP Tech

  • January 30, 2017 14:34
  • Edited

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  Mehul Trivedi

  • January 30, 2017 14:35

  Creating 200 filters at Gmail should not be good idea. As a suggestion... you can ask your Clients to have Custom word or phrase in Subject of email & you may create the Gmail filter with that word or phrase in the email subject.

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  Brandon Hall

  • February 15, 2017 18:36

  When I "email to app" will Podio place the email in the right client's item?

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  Bill Carovano

  • February 15, 2017 18:38

  No, but you could set up Globiflow to look up the existing client and update that instead of creating a new item in the app (which would otherwise be the default behavior with email-to-app)

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  Brandon Hall

  • February 15, 2017 18:45

  How would I do that? I use Globiflow heavily but am not sure how to trigger globiflow to recognize an incoming email and post it to the correct client's account.

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