A CRM is probably the most popular use-case for Podio requiring email integration. Leads submit enquiries, and you correspond with those leads via email until a sale is made. Here's how to set this up.
The Podio Setup
You will need to create a CRM app i . . .
A HelpDesk is probably the second most popular use-case for Podio requiring email integration. Customers submit tickets, and you correspond with customers via email until the ticket is resolved. Here's how to set this up.
The Podio Setup
You will need t . . .
Signing up for GlobiMail
Connecting a Podio App to GlobiMail
Configuring your App in GlobiMail
See GlobiMail for Podio in Action
GlobiMail Email Address Mapping
GlobiMail tries to intelligently remove signatures and message history to prevent clutter in your Podio account.
For example, this email:
Please resend the latest proof of your design concept.
Begin f . . .
The BCC Drop Box feature lets you easily manually forward an email to a Podio App and have GlobiMail identify the correct item by the contact's Email Address. Although this is super easy, it can become cumbersome with large volumes, especially on mobile d . . .
Let's face it - Managing your Tasks / Todo's in Podio can be a little painful at times. Although Podio is a fantastic Work Management Platform, simple things like To-Do's can't be managed as easily as we've become used to from other To-Do managers.
For t . . .
There has been a lot of talk on the Podio forums about the lack of proper backup solution.
Although I published an easy Podio Backup script a while ago, it did not back up comments or attachments.
Here is an updated version of the script that does backu . . .
Using GlobiMail's BCC Drop Box allows you to get your email conversations into Podio without any forwarding or fancy technical tricks.
Basically, there are only 2 things you need to do:
When you send an email message to a customer, cc or bcc your App's . . .
A very undocumented feature of Podio is the ability to use Rich Text in many fields. The system that Podio implemented is called MarkDown.
We used this for formatting of comments that PodioMail makes on your Podio Items to record email messages and threa . . .
I keep telling people how awesome Podio is as a work collaboration platform. We use it for almost everything, and love it. One thing that annoys me a little about day-to-day usage of Podio, is the number of clicks to get to a specific app, and sometimes h . . .