Podium is a communication platform for businesses to communicate with their customers quickly and efficiently via text messages. This may include notifications or surveys sent through Podium. improveit 360 has created an installed Package to send unique data from improveit 360 to Podium at various stages of the customer life-cycle.
- The data queried from improveit 360 and sent to Podium cannot be configured.
- The timeframe in which the data is sent to Podium during the customer life-cycle is pre-configured in the Package and includes four (4) or six (6) Total Outbound messages when…
- a Sales Appointment is Scheduled
- as a reminder 24 Hours before a Scheduled Appointment
- as a reminder 24 Hours before an Installation (Project Activity)
- a Sales is finalized (for Thank you text)
Two additional messages are available for an additional $250. Those messages occur...
- after an Appointment, to send a post-Appointment Survey from Podium
- when a Project is Completed, to ask for a Review or send a post-install Survey from Podium
If you would like additional customer life-cycle Triggers from your improveit 360 system, please reach out to our team. Let us know if you'd like four (4) messages for $500 or six (6) messages for $750.
This integration utilizes the outbound message service native to Salesforce in conjunction with Azure Logic Apps and Salesforce Flows, Apex Classes and Utilities from an unmanaged improveit 360 installed Package.
The fields queried within each of the outbound message strings are not configurable.
The fields sent to Podium related to an Appointment record are:
Id, LocationId__c, Mobile_Phone__c, ProspectId__c, Prospect_First_Name__c, Prospect_Last_Name__c, i360__Prospect_Email__c, i360__Market_Segment2__c, i360__Start__c, i360__Start_Time__c, i360__Address__c, i360__Computed_End_DateTime__c, i360__Computed_Start_DateTime__c, i360__Components__c, i360__Appointment_Status__c, i360__Type__c, Sales_Rep_Name__c, Sales_Rep_Email__c, Sales_Rep_Phone__c
The fields sent to Podium related to a Sale record are:
Id, LocationId__c, Mobile_Phone__c, ProspectId__c, Prospect_First_Name__c, Prospect_Last_Name__c, i360__Prospect_Email__c, i360__Market_Segment__c, i360__Appointment_Address__c, i360__Appointment_City__c, i360__Appointment_State__c, i360__Appointment_Zip__c, i360__Appointment_Type__c, i360__Balance_Due__c, i360__Comments__c, i360__Sold_On__c, i360__Final_Date__c, i360__Payment_Type__c, i360__Components__c, i360__Source__c, i360__Source_Type__c, i360__Status__c, i360__Status_Detail__c, i360__Sold_Price__c, Sales_Rep_1_Name__c, Sales_Rep_1_Phone__c, Sales_Rep_1_Email__c
The fields sent to Podium related to a Project record are:
Id, LocationID__c, Mobile_Phone__c, i360__Appointment_Address__c, i360__Appointment_City__c, i360__Appointment_State__c, i360__Appointment_Zip__c, i360__Completed_On__c, i360__Correspondence_Name__c, i360__Market_Segment__c, i360__Prospect__c, Prospect_Email_WS__c, i360__Job_Type__c, i360__Job_Type_formatted__c, i360__Project_Number__c, i360__Start_Date__c, i360__Status__c, i360__Installation_Crew_Name__c, Installation_Crew_Email__c, Installation_Crew_Phone__c, Project_Manager_Name__c, Project_Manager_Email__c, Project_Manager_Phone__c
The fields sent to Podium related to a Project Activity Installation record are:
Id, LocationId__c, Mobile_Phone__c, ProspectId__c, Prospect_First_Name__c, Prospect_Last_Name__c, Prospect_Email__c, i360__Market_Segment__c, i360__Appointment_Address__c, i360__Appointment_City__c, i360__Appointment__State__c, i360__Appointment_Zip__c, i360__Comments__c, i360__Project_ID__c, i360__Assigned_To__c, i360__Project_Manager__c, i360__Project_Number__c, i360__Project_Status__c, i360__Start__c, i360__End__c, i360__Type__c, Assigned_To_Name__c, Assigned_To_Email__c, Assigned_To_Phone__c
The data queried in these fields can be used to build your messages within Podium.
This integration starts at $500 for 4 messages or $750 for 6 messages. Additional fees may apply based on client Scope of Work.