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Set up your first integration
Quickly connect OpenPhone to Podio with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate OpenPhone with Podio - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call Recording Completed" from OpenPhone.
Add your action
An action happens after the trigger—such as "Attach File" in Podio.
You’re connected!
Zapier seamlessly connects OpenPhone and Podio, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
ActionWrite
- Select Phone NumbersRequired
Try ItTriggerInstant- Select Phone NumbersRequired
Try ItTriggerInstant- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
ActionWrite- OrganizationRequired
- WorkspaceRequired
Try ItTriggerPolling
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Practical ways you can use OpenPhone and Podio
Create new Podio tasks for incoming OpenPhone calls
When an incoming call is completed in OpenPhone, Zapier can automatically create a new task in Podio. This automation ensures every important call gets followed up, improving task management and response rates.
Business OwnerNotify team about new OpenPhone call recordings in Podio workspace
Once a call recording is completed in OpenPhone, Zapier can post a status update in a Podio workspace. This keeps your marketing team in the loop, especially during campaigns or PR outreach.
Marketing & Marketing OpsLog incoming OpenPhone messages as items in Podio
When an incoming message is received on OpenPhone, Zapier automatically logs it as a new item in a Podio app. This workflow helps keep track of all client communications, consolidating them in one place for easier tracking and insight.
Sales Ops
