Integrations
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      1. 833-503-9934 | Support@trakwell.ai
      2. Integrations

      Podium Integration Guide for Trakwell

      Required Integration Steps

      1. Contact Podium: Your company must reach out to Podium's integrations team to map your store locations to Trakwell's DataFeed Integration.
      2. Verify User Permissions: The company user who performs the OAuth authentication within Trakwell must have sufficient privileges to write data feeds for all intended locations. If the previous authorization was completed with an under-privileged user, you'll need to re-authorize by clicking the "Authorize" button within Trakwell.
      3. User Account Setup (Required): Ensure that salespersons within Trakwell have email addresses defined. Their Podium.com accounts MUST use the same email addresses as their Trakwell.ai accounts. This enables automatic attribution of messages and activities.

      Verifying Your Integration Setup

      To confirm that Podium has completed their side of the integration:

      1. Log into your Podium account (must be performed by a user who is both a Podium Admin AND a Trakwell Admin for the company)
      2. Navigate to Automations in the left-hand navigation bar
        • If Automations is not visible, click "More" then select "Automations"
      3. Look for an automation with Source listed as Home (Doorcounts)
      4. Verify the Last Updated date is after February 24, 2025

      Note: If you previously had an integration, you might see another automation with "Home" as the source. To identify the correct one, check that the Last Updated date is after February 24, 2025.

      Understanding Message Routing

      Messages (distinct from review requests) will always originate from and appear in the Podium Inbox of the user who authorized the integration. While the message should be automatically assigned to the salesperson who created it, allowing them to view it in their conversations.

      Note: We are releasing a change between May 1st - 6th, 2025 that will change this behaviour to send and "Assign" messages from the Salesperson who sent them. This section is true until the release has been shipped.

      Integration Support for New Customers

      Any new Trakwell.ai customers need to send a request to their Podium Customer Success Manager, and include support@trakwell.ai, requesting that the Podium DataFeed Integration Team complete the mapping of Podium users' emails and locations with the Trakwell.ai users' emails and locations.