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Updated over 7 years ago, 06/01/2017

User Stats

87
Posts
9
Votes
Vanessa Burgess
  • Real Estate Investor
  • Philadelphia , PA
9
Votes |
87
Posts

Podio CRM

Vanessa Burgess
  • Real Estate Investor
  • Philadelphia , PA
Posted

Does anyone know how to have leads get automatically imported into Podio when they call their phone?

User Stats

186
Posts
81
Votes
Shane W.
  • Professional
  • Santa Monica, CA
81
Votes |
186
Posts
Shane W.
  • Professional
  • Santa Monica, CA
Replied

Ben Grise might be able to help.

http://www.biggerpockets.com/users/BenGrise

Also while I'm here does anyone know how you @ someone if they're not already in the topic thread? Or do you have to be connected with them?

User Stats

350
Posts
138
Votes
Brett Russell
  • Investor
  • Chelsea, MI
138
Votes |
350
Posts
Brett Russell
  • Investor
  • Chelsea, MI
Replied

@Shane W. , if someone isn't already participating in the thread, you have to be a colleague with them to @mention them.

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User Stats

87
Posts
9
Votes
Vanessa Burgess
  • Real Estate Investor
  • Philadelphia , PA
9
Votes |
87
Posts
Vanessa Burgess
  • Real Estate Investor
  • Philadelphia , PA
Replied

Thanks Shane

User Stats

72
Posts
19
Votes
Shawn Morey
Pro Member
  • Property Manager
  • Burbank, CA
19
Votes |
72
Posts
Shawn Morey
Pro Member
  • Property Manager
  • Burbank, CA
Replied

This is something Tony Cavalli and I are researching right now also. Please let us know what you find

  • Shawn Morey
  • User Stats

    479
    Posts
    225
    Votes
    Wayne Woodson
    • Investor
    • Nashville, TN
    225
    Votes |
    479
    Posts
    Wayne Woodson
    • Investor
    • Nashville, TN
    Replied

    My question is why would you want to do it this way?

    I have a form on my website where when the seller enters the information it goes into Podio so I don't have to enter it. Since I use Skype so I could just copy the numbers and paste the log into excel and them import them in. Seems like that is the best way to do it.

    User Stats

    87
    Posts
    9
    Votes
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    9
    Votes |
    87
    Posts
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    Replied

    Wayne 

    I use google voice I was looking to find a way for direct mail leads to automatically import into podio without manually entering them. It seems as if I will have to just copy and paste them onto excel and import them that way. 

    User Stats

    233
    Posts
    45
    Votes
    Tony Cavalli
    • Residential Real Estate Agent
    • Santa Barbara, CA
    45
    Votes |
    233
    Posts
    Tony Cavalli
    • Residential Real Estate Agent
    • Santa Barbara, CA
    Replied

    @Vanessa Burgess any luck? Im wondering if that feature only works with an "upgraded" podio account. 

    User Stats

    62
    Posts
    15
    Votes
    Michael Gee
    • Denver, CO
    15
    Votes |
    62
    Posts
    Michael Gee
    • Denver, CO
    Replied

    You have to use the email to app intergration with podio to get calls into the app you setup..we use Freedomvoice for our voicemail line and the leads go straight into podio. $10 a month well spent.

    User Stats

    87
    Posts
    9
    Votes
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    9
    Votes |
    87
    Posts
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    Replied

    Tony, with google voice I tried to do email integration  by changing my settings in google voice it didn't work. It order to change email address in google voice you must verifiy it in podio and when I tired to verifiy it in podio  I was unable to. It was just a picture of google logo where it said to verify google email change there was not a link or anything I assume google have it so your unable to switch your google email to podio email. 

    User Stats

    31
    Posts
    16
    Votes
    Malita R.
    • Real Estate Investor
    • Philadelphia Metro Area
    16
    Votes |
    31
    Posts
    Malita R.
    • Real Estate Investor
    • Philadelphia Metro Area
    Replied

    Hey @Vanessa Burgess . Just came across this post.  Did you ever find a answer to this? I was able to get it done yesterday.

    User Stats

    87
    Posts
    9
    Votes
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    9
    Votes |
    87
    Posts
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    Replied

    @Malita Robinson 

    I was not able to find the answer. Can you please explain how to do it?   

    User Stats

    340
    Posts
    111
    Votes
    Richelle T.
    • Rental Property Investor
    • Columbus, OH
    111
    Votes |
    340
    Posts
    Richelle T.
    • Rental Property Investor
    • Columbus, OH
    Replied

    Vanessa Burgess have you tried using IFTTT? You can have emails sent from every voicemail you receive on google voice.

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    User Stats

    83
    Posts
    233
    Votes
    Joe McCall
    • Rental Property Investor
    • St Louis, MO
    233
    Votes |
    83
    Posts
    Joe McCall
    • Rental Property Investor
    • St Louis, MO
    Replied

    I am very familiar with Podio.  I did a quick video to answer this question.  See this...

    http://screencast.com/t/1ZWh9sGr4T

    I actually recommend that you check out Vumber.com.  It is better than Google Voice, in my opinion.  It isn't free, but it allows you to have multiple numbers for multiple marketing campaigns or multiple markets.

    User Stats

    87
    Posts
    9
    Votes
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    9
    Votes |
    87
    Posts
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    Replied

    Richelle, 

    I have not tried ifttt. I started using google voice for me direct mail campaign and for the leads that called in I just wanted them to automatically go into podio for me. I do receive an email for leads that leave a message in my google account. 

    Joe, 

    Thanks for the video I will be checking it out. I have been hearing good reviews about vumber once I start branching out and doing varies marketing campaigns I will use vumber. Thanks 

    User Stats

    87
    Posts
    9
    Votes
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    9
    Votes |
    87
    Posts
    Vanessa Burgess
    • Real Estate Investor
    • Philadelphia , PA
    Replied
    Originally posted by @Joe McCall:

    I am very familiar with Podio.  I did a quick video to answer this question.  See this...

    http://screencast.com/t/1ZWh9sGr4T

    I actually recommend that you check out Vumber.com.  It is better than Google Voice, in my opinion.  It isn't free, but it allows you to have multiple numbers for multiple marketing campaigns or multiple markets.

     I would like to thank you soo much !! for your help I was able to input my google voice into podio. As far as the other great tip you gave me I was iPhone as well. Again thank you :) 

    User Stats

    120
    Posts
    40
    Votes
    David Bateman
    • Wholesaler
    • FL
    40
    Votes |
    120
    Posts
    David Bateman
    • Wholesaler
    • FL
    Replied

    What a great response @Joe McCall 

    User Stats

    280
    Posts
    68
    Votes
    Jordan Archer
    • Rental Property Investor
    • Stuart, FL
    68
    Votes |
    280
    Posts
    Jordan Archer
    • Rental Property Investor
    • Stuart, FL
    Replied

    @Joe McCall 

    When I pasted my long podio address (jredar.d****[email protected]) to the "add new alternate address" bar in the "Voicemail & Text" tab of "Settings" I was asked to verify this email address in podio....how do I verify this email address in a podio app?

    User Stats

    116
    Posts
    56
    Votes
    Jeremy Ferguson
    • Chapel Hill, NC
    56
    Votes |
    116
    Posts
    Jeremy Ferguson
    • Chapel Hill, NC
    Replied

    wow @Joe McCall a specific video tutorial answering the question at hand! Kudos to you, this will help a ton of people!

    Also just like @Shane W. mention above, @Ben G. did a great podcast where he discusses Podio, vumber and other tools he uses.  http://www.biggerpockets.com/renewsblog/2014/10/09/getting-started-real-estate-wholesaler/

    User Stats

    12
    Posts
    2
    Votes
    Rudy Pierre
    • West Palm Beach, FL
    2
    Votes |
    12
    Posts
    Rudy Pierre
    • West Palm Beach, FL
    Replied

    AWESOME! AWESOME! AWESOME! 

    User Stats

    202
    Posts
    66
    Votes
    Rene Martinez
    • Wholesaler
    • Grand Prairie, TX
    66
    Votes |
    202
    Posts
    Rene Martinez
    • Wholesaler
    • Grand Prairie, TX
    Replied

    @Jordan Archer were you ever able to figure that email verification out, cause I'm getting the same thing?

    User Stats

    280
    Posts
    68
    Votes
    Jordan Archer
    • Rental Property Investor
    • Stuart, FL
    68
    Votes |
    280
    Posts
    Jordan Archer
    • Rental Property Investor
    • Stuart, FL
    Replied

    @Rene Martinez No I didn't. I just switched to a Vumber account, and that works like a breeze. $10/mo subscription, however.

    User Stats

    202
    Posts
    66
    Votes
    Rene Martinez
    • Wholesaler
    • Grand Prairie, TX
    66
    Votes |
    202
    Posts
    Rene Martinez
    • Wholesaler
    • Grand Prairie, TX
    Replied

    Jordan Redar I've been trying to put that off but I think I will need to stop being a cheap a** and just bite the bullet. Thanks for replying!

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    User Stats

    202
    Posts
    66
    Votes
    Rene Martinez
    • Wholesaler
    • Grand Prairie, TX
    66
    Votes |
    202
    Posts
    Rene Martinez
    • Wholesaler
    • Grand Prairie, TX
    Replied

    I was able to figure it out and these are the steps I took.
    1. In podio, downloaded rei leads app under my work space
    2. Went to the app settings (wrench icon)
    3. Select "email to app"
    4. Choose the gmail icon on the "choose your email service"
    5. Sign into your google account
    4. Grant podio access to the information requested
    5. Go back to the app settings menu and you should see your google account there, select "add to this"
    6. Now copy the email address at the BOTTOM of the screen.
    7. Log into your google voice account and go into your settings (gear icon)
    8. Select the voicemail & texts tab
    9. Select add email address
    10. Paste the long email address you copied from podio (you will get a notice from google that they sent you an email to try and verify that email address)
    11. Go back to podio and hit the refresh button on your browser
    12. Now on the rei leads app ( or whatever app you are trying to link) there should be a new entry
    13. Select that new entry and you will see that it is an email from google with a link to verify the podio email address
    14. Right click the link and select "open in new window"
    15. Type your google password
    16. You will now get forwarded to a message from google that says the (podio) email address has been verified
    17. Your good to go

    FYI if you have multiple google voice numbers you can't link them into a single app, download another rei leads app or whatever you are using to capture leads and change the name of the app (by going into the app settings) and follow the same procedure to add another google voice number to this new app

    Hope this helps!

    User Stats

    164
    Posts
    51
    Votes
    Gary Alford
    • Investor
    • Norfolk, VA
    51
    Votes |
    164
    Posts
    Gary Alford
    • Investor
    • Norfolk, VA
    Replied

    @Rene Martinez  The only problem with using google voice with it is that it doesn't attach the voicemail. You have to still click on the link and go to goolge voice to listen. I figured this out the other day myself and this still sucks. So I'm going to have to go ahead and pay for vumber. Plus it will be easier to manage the multiple lines in one account and it is only $10/m. Google voice is such a hassle!

    User Stats

    202
    Posts
    66
    Votes
    Rene Martinez
    • Wholesaler
    • Grand Prairie, TX
    66
    Votes |
    202
    Posts
    Rene Martinez
    • Wholesaler
    • Grand Prairie, TX
    Replied

    Gary Alford I haven't gotten a van yet just texts and it works like a champ! But I could have honestly saved myself some time by going the vumber route.