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iPaaS.com <> Podium: Background

Learn about the Podium integration and what it supports.

Introduction to Podium

Podium is an AI-powered lead generation and customer communication platform that consolidates chat, text, calls, and review management so businesses can capture and convert more inbound opportunities.

  • Used by local and multi-location businesses in retail, automotive, home services, and healthcare to manage customer communication at scale

  • Popular with sales and marketing teams that need a single inbox for all customer conversations regardless of channel

  • Connecting Podium to iPaaS.com enables lead and customer data captured through Podium to flow automatically into your CRM and ERP, keeping contact records current without manual data entry

API Version Support

The integration works with the Podium REST API (version 4), reached at Podium's API host with the credentials configured in your subscription's connection settings. See the Podium Connections and Settings and Podium API Endpoints articles for details.

Data Flows

The table below summarizes the data the integration can move between iPaaS.com and Podium, and in which direction. Arrows show the direction of transfer:

  • iPaaS.com writes the data to Podium

  • iPaaS.com reads the data from Podium

  • ←→ the data can move in both directions

Allow Initialization? indicates whether that data can be bulk-loaded from Podium when a subscription first connects. Whether a given flow is enabled, and in which direction, is configured per subscription during implementation.

iPaaS.com

Direction

Podium

Allow Initialization?

Customer

←→

Contact

Invoice

←→

Invoice

Contacts and invoices flow in both directions — written from iPaaS.com to Podium and captured back into iPaaS.com. Contacts carry their addresses, and invoices carry their line items and payment details. The integration synchronizes this contact and invoice data with your CRM and ERP; Podium's messaging channels (chat, text, calls, and reviews) are managed in Podium itself.

Versions and Release Notes

The integration follows its own version numbers. The current version is 1.0.0.

Version

Release Notes

1.0.0 (current)

Initial release: bi-directional synchronization of contacts (as customer records, with addresses) and invoices (with line items and payments) between iPaaS.com and Podium.

Features by Release

The capabilities below are grouped by the version in which they became available. For the current behavior and any limitations of a given feature, see the linked reference articles and the Podium Known Limitations article.

Version 1.0.0 (current) — Initial release

  • Contacts: contacts written to Podium as customer records, and captured back into iPaaS.com, including their addresses.

  • Invoices: invoices written to Podium, and captured back into iPaaS.com, including their line items and payment details.

Related Documents

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