Contacts Sync

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Podium Solution Ideas

This guide gives a specific use-case for a set of Podium API Endpoints. Use it as inspiration to build your own solution that can help local business thrive.

Sync Contacts: What is it?

Local businesses often use multiple pieces of software for their operations. When using different systems, it can be hard to keep customer and contacts all in sync and up to date. As core communications platform, Podium can become an excellent source of truth for business's contacts. By syncing names, numbers, leads, events, attributes, and more, Podium is the central location to see all the context around a given contact.

Example Use Case

A small business uses Google's Gmail for email, Salesforce as their CRM, and Podium for messaging, text marketing, and payments.

The business has hundreds of new clients and potential leads in their email each month, and manually copy and paste those records into Podium for SMS messaging and marketing purposes.

Additionally, the business has hundreds of new prospects from multiple sources populated into Salesforce, and again has to manually copy and paste those records into Podium for SMS messaging and marketing purposes regularly.

Integrating Podium with both Gmail and Salesforce via a Contact sync, saves hours of time copying and pasting contacts each month, reduces the possibility of human error, and unlocks further automations to drive value via Podium.

Sync Contacts Value Propositions

Closing gaps in information for Podium customers creates efficiency and leaves time in the day that can be better used for small businesses to focus their attention on prospects and customers. Sync Data applications build relevancy and stickiness to the systems that become intertwined. The better they’re connected the harder it will be for a business to move away from those connected systems. That staying power creates value for Podium, the connected system, the application in the middle and most importantly the Small Business Owner.

Code Snippet

Contact syncs with Podium are very straight forward. You can see a full sample app which is available to clone/download on the Podium GitHub repository.