Dirk Spannaus edited this page Oct 1, 2018 · 6 revisions

What this plugin is good for

Especially small and medium sized companies use Podio (by Citrix) as their flexible CRM system in the cloud. Mautic (as Community Edition or managed in the cloud) is a good extension to cover newsletter marketing and to step into marketing automation.

How to get the most out of using that plugin

The Plugin in its current stage will be most useful for you, if you:

  • run your Lead Management in Podio as an individual App (Leads App)
  • maintain your client contacts as an individual App (Contacts App)
  • maintain your client companies as an individual App (Company App)

The Plugin will:

  • submit the contact (update or create a new one, based on the email address)
  • submit the company (update or create a new one, based on the company name)
  • create a new lead and linking the contact and the company as references to the new record

You may also submit a free text with the submission, e.g. in order to keep track on what action lead to the submission.

About the initial author

The plugin is developed by Software Consulting and Development (twentyZen GmbH) in Germany and put under MIT License in October 2018. Feel free to contribute.

twentyZen is official Citrix Podio Partner and Mautic Partner for the managed Cloud Offering and the Community Edition.

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