Make Calls and Send Texts in Podio using smrtPhone

Scott Costello All, Blog, Podio, Tools, Tutorial 36 Comments

I love testing out new services and products that can greatly improve my productivity. Even better when I find one that can be integrated into Podio allowing me to manage more things in one spot. I found one of those recently called smrtPhone. Communicating with leads and keeping track of each touch is always a challenge. I mean you can send an email, call someone on the phone, text them, leave them a ringless voicemail or even send regular snail …

Email Marketing with Podio and ConvertKit: Dealing with Unsubscribes

Scott Costello Blog, Podio, Tutorial Leave a Comment

This tutorial builds upon the two previous tutorials that will help you build out a process to integrate email sequences into your Podio Lead Manage (Tutorial #1, Tutorial #2). The steps below outline the process of dealing with people who unsubscribe from your email sequences. The cool thing with ConvertKit is that we can trigger a Zapier Zap when someone unsubscribes from one of your email sequences. This means we can capture that in Podio and update a lead accordingly. …

Email Marketing With Podio and ConvertKit: Multiple Sequences

Scott Costello Blog, Podio, Tutorial Leave a Comment

This tutorial builds upon the Email Marketing with Podio and ConvertKit: The Basic Process tutorial that I recently posted. That tutorial convered the basic setup of Podio, Zapier and ConvertKit to get a basic process for adding new subscribers to an email sequence. While it is great to have a process that automatically adds a lead to a specific sequence, it is even better to be able to select from a list of sequences. Each lead is different, and should …