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Updated over 8 years ago,

User Stats

149
Posts
67
Votes
Nettles Mason
  • Specialist
  • Greenville, SC
67
Votes |
149
Posts

Help! Got the Podio bug and want to ask some questions

Nettles Mason
  • Specialist
  • Greenville, SC
Posted

Spent the last 2 weeks playing with Podio and watching Youtube videos to get ideas on workflows and how to get different Apps set up and to work together. I have a couple of bugs with a direct integration from Oncarrot. I know some people are using Zapier to work around but the idea of overcoming the bugs gives me hope.  Is anybody in the beta testing for Oncarrot & Podio?

The works of art that others have created in Podio just flat blows my mind.

To get Podio (free for 5 users) to do certain flows/actions you have use a 3rd party company. I use Globiflow.

Flows I've got figured out and working:

Step 2 Detailed form submission input.-motivated seller site

(gravity form to populate lead in podio)

Cash Buyer Contact submission input to app/database-cash buyer website

(gravity form to populate lead in podio)

Zillow link auto populate-from gravity form

Google Map auto populate-from gravity form

Google voice integration-insert transcribed message to notes

Callrail integration-insert voicemail link to notes and auto SMS to ask for address

Push Button Contract and email offer to seller-writes purchase contact with fields from app

Push Button 1 year Autoresponder SMS/Email Campaign-really awesome just need to figure out what to say for a year :)

Push Button Match Cash Buyer Lookup-Match Property for sale to Cash Buyer Database

Push Button send property to cash buyers via SMS/Email 

Lead tagging/App linking

Webforms

Birddog Property submissions

Email read/write access for birddogs to update/track their leads

Thanks to Dan Scwartz, Scott Costello, Ronald Keene for the "how to" Youtube Inspirational videos and for the email help.

If you have any Podio apps that save you time please write a quick description in the comments. I used a vanilla folder 3 weeks ago when I was feeling organized. Typically just a legal pad or what ever I could reach on the floorboard. 

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