GlobiMail for Podio Blog & Podio Hints & Tips

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Setting up a CRM using Podio and GlobiMail

A CRM is probably the most popular use-case for Podio requiring email integration. Leads submit enquiries, and you correspond with those leads via email until a sale is made. Here's how to set this up. The Podio Setup You will need to create a CRM app i . . .

Setting up a HelpDesk using Podio and GlobiMail

A HelpDesk is probably the second most popular use-case for Podio requiring email integration. Customers submit tickets, and you correspond with customers via email until the ticket is resolved. Here's how to set this up. The Podio Setup You will need t . . .

Setting up GlobiMail Video Tutorials

Signing up for GlobiMail Connecting a Podio App to GlobiMail Configuring your App in GlobiMail See GlobiMail for Podio in Action GlobiMail Email Address Mapping

Email Signature Best Practices

GlobiMail tries to intelligently remove signatures and message history to prevent clutter in your Podio account. For example, this email: Please resend the latest proof of your design concept. Thanks -- John Smith ACME Corporation www.acme.com Begin f . . .

Easy Drag n Drop with BCC Drop Box

The BCC Drop Box feature lets you easily manually forward an email to a Podio App and have GlobiMail identify the correct item by the contact's Email Address. Although this is super easy, it can become cumbersome with large volumes, especially on mobile d . . .

New Tool to Sync your Podio Tasks

Let's face it - Managing your Tasks / Todo's in Podio can be a little painful at times. Although Podio is a fantastic Work Management Platform, simple things like To-Do's can't be managed as easily as we've become used to from other To-Do managers. For t . . .

Easy Podio Full Backup

There has been a lot of talk on the Podio forums about the lack of proper backup solution. Although I published an easy Podio Backup script a while ago, it did not back up comments or attachments. Here is an updated version of the script that does backu . . .

Using the BCC Drop Box made Easy

Using GlobiMail's BCC Drop Box allows you to get your email conversations into Podio without any forwarding or fancy technical tricks. Basically, there are only 2 things you need to do: When you send an email message to a customer, cc or bcc your App's . . .

Using Rich Text in Podio

A very undocumented feature of Podio is the ability to use Rich Text in many fields. The system that Podio implemented is called MarkDown. We used this for formatting of comments that PodioMail makes on your Podio Items to record email messages and threa . . .