Setting Up Podio for Click2Mail CRM Hub Integration

Watch a video about basic Podio set up for a Click2Mail CRM Hub Integration on our YouTube channel.

Introduction

Integrating Podio with Click2Mail’s CRM Hub simplifies mailing workflows, automating processes like sending reminders, invoices, and other personalized mail pieces. This guide provides a step-by-step walkthrough for setting up a Podio application tailored to work seamlessly with Click2Mail.

What is a Podio Application?

A Podio application is a customizable tool within your CRM system designed to store and organize data. These applications can trigger specific actions, like sending direct mail through Click2Mail, by integrating your Podio data with the CRM Hub.

Prerequisites

Before setting up a Podio application, ensure the following:

1. A CSV Data File:
   Prepare a file containing relevant fields, such as:

   • Customer name

   • Address

   • Account representative

   • Amount due

   • C2M_uniqueID field for Click2Mail integration.

2. Access to a Podio Workspace:
   Make sure you have access to a workspace in your Podio CRM system where the application will be created.

For more details, watch the Podio Setup Video Guide.

Step-by-Step Guide to Setting Up a Podio Application

Step 1: Prepare Your CSV File

• Include all necessary data fields (e.g., customer name, address, outstanding balance).

• Add internal tracking fields, such as Click2Mail’s unique ID, if needed.

Step 2: Log in to Podio and Access Your Workspace

1. Log in to your Podio account.

2. Navigate to the workspace where the application will be created.

3. Click “Add App” and select “Create Your App”.

Step 3: Configure the Application

1. Provide a Name:
   Assign a meaningful name (e.g., "Invoices" or "Reminders").

2. Add Fields:
   Use the template editor to include fields from your CSV file. (Skip the Click2Mail unique ID field; it is not required for Podio.)

3. Select App Type and Icon:
   Retain the default app type and icon for simplicity.

Step 4: Automate Triggering Events

1. Configure your application to automatically populate with records based on triggering events in your CRM.

   • Example: Trigger a reminder for customers whose payments are overdue by 5 days.

2. Define custom automation rules as needed for your workflow.

Step 5: Integrate with Click2Mail

1. Link your Podio application to Click2Mail through the CRM Hub.

2. Test the integration by adding a new record and verifying that:

   • Data flows correctly from Podio to Click2Mail.

   • The mail piece is generated as expected.

Use Cases for Podio-Click2Mail Integration

1. Invoices: Automate reminders for overdue payments.

2. Personalized Greetings: Send birthday or anniversary cards.

3. Official Notifications: Dispatch legal documents or policy updates.

Conclusion

By following this guide, you can set up a Podio application integrated with Click2Mail to streamline your mailing operations. Automating these workflows saves time and enhances personalization, maximizing your CRM system’s efficiency.

For additional assistance, watch our Podio Setup Video Guide or contact Click2Mail Support at 866-665-2787.