When connecting smrtPhone to your existing Podio account, you must have these things in place first:

  • Make sure you select a workspace that you have administrative rights to.

  • You have a Paid Podio Plan.

  • You must have a Contacts App, where your lead information is stored including name and phone numbers. (It's okay if it's called something else, as long as it functions like a typical contacts app)

  • The Contacts App must use a Podio phone number field (not a text field) to store phone numbers.

  • All phone numbers for the Contact must be within the single, unified phone number field (because that is where smrtPhone will look for syncing phone numbers)

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