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Podio Users: Setting up your CRM to integrate with smrtPhone
Podio Users: Setting up your CRM to integrate with smrtPhone

The minimum requirements for your Podio Account to connect it with smrtPhone

Ellen Sluder avatar
Written by Ellen Sluder
Updated over 2 weeks ago

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

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

  2. You have a Paid Podio Plan

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

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

  5. 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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