My Podio experiment continues and this time I take on one of the scenarios that i mentioned in my post about creating custom Podio Apps. One of my readers, Charles, asked if I could create a process that did the following…
…When you change a lead’s status to “Make Offer”, an offer sheet is created as a PDF and attached to the property record and then sent to your Real Estate Agent to make the offer. In addition a New Offer Record is created and placed in your Offers App so you can track the offer…
I was able to create this process completely using a combination of Podio, Zapier, Globiflow and Lob. Here is a quick explanation of what each one of those services is and how I used them.
Podio is my lead management system. All my leads get pulled into here in a variety of ways. Once a lead enters Podio, it is then pushed through my Lead Funnel until it is either a deal or dead. Each stage of the funnel is represented by an App. The app is where I can keep track of the data that best relates to the stage of the lead. In my Offers App I keep track of such things as offer amount, date, status, recipient and how the offer is made.
I like to call Zapier The Connector. The reason being is that it is a service that allows you to connect different products on the internet. In my last post I showed you how I use Zapier to connect my Investor Carrot website to Podio. To be a bit more specific, Zapier doesn’t really connect the apps as so much allows you to pass data from one to another automatically. It’s such a great tool!
GlobiFlow is what takes Podio to the next level in terms of an automation tool. It allows you to setup process flows (work flows) in Podio to replace many of the manual tasks you would normally have to do. A workflow gets triggered when a certain action takes place. Add a new lead, a task gets automatically created to call them tomorrow. You change a lead’s status to Make Offer, an offer letter gets created and mailed (or emailed) to them. Get the idea?
Lob is a nifty little service. They say Send Physical Mail as Easy as Email. To be honest, they are correct. You basically send them a file and a mailing address and they do the rest. What differentiates them from a service like Click2Mail is that it can be integrated into ANY service….Yup! Podio. This is exactly what I used to automate the sending out of my Offer Letters.
How They All Play Together
There are 4 different tools at work here which is a few more pieces then I normally would like. Since Zapier, Globiflow and Lob only consist of simple, one off routines it doesn’t bother me that much…as long as it works consistently. I haven’t been working with Podio long enough to be fully confident just yet. I’m getting close though.
Here is a quick overview of how all the pieces will work together. Start at the left and move right.
Globiflow
GlobiFlow is in charge of moving the lead through the Podio funnel. I’ve got 2 processes setup to handle this. Both of these processes are triggered when I change the Status field.
Process #1: Property Pursue
Triggered On: Property status changed to Pursue
Process Does: Creates new record in PURSUE APP based on Property Lead
The Pursue App is Stop #2 for a property lead. It’s purpose is to allow you to manage and keep track of leads that you think might be a deal. As a wholesaler, your next step is to do property research to determine things like ARV and Repair Estimates. This app will hold that information.
- Property Relationship – Link to the Property Record
- Status – Change this to Make Offer when ready to create offer record
- Asking Price
- ARV
- Repair Costs
- Wholesale Fee
- Percent of ARV
- Max Offer – Calculated field based off of (ARV * %) – Repairs – Fee
- Related Items – Offers Made on Property
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