Below you'll find a list of all posts that have been categorized as “Podio”
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. …
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 …
Tutorial on setting up an Email Marketing Sequence for leads kept in Podio. The process uses Podio,Zapier and ConvertKit.
There are many different ways to reach out and touch a lead from sending letters, postcards or even text messages. These all work great depending on the situation. In this tutorial we are going to create a Podio App where we can send and receive SMS Text messages. We all send texts back and forth with our sellers and this setup can be easily implemented into any Podio workspace. When I found out that Zapier had an integration with Twilio …
If you have read any of my previous articles you know that I love me some Podio API. However it is not something that your average Podio user can take advantage of. Not even your advanced Podio users for that matter. The reason being is that it can only be leveraged by using other programming languages such as PHP and Ruby-on-Rails. That is what I thought until I stumbled across a tool, created by the same person who developed GlobiFlow, …
I’m always on the lookout for tools, techniques or hacks to help automate something in my business. This usually relates to Podio directory and this “hack” can certainly be used to improve a Podio process. What I’m talking about is a Bookmarklet. What is a Bookmarklet? It is simply a bookmark that instead of having an Link (webpage address) behind it, it has JavaScript code that does something. To me it’s exactly like a Macro in Microsoft Office. Now, I …
Over the years I’ve heard how many of my blog readers try to create their Podio workspaces based off of all the videos I’ve published for various tutorials. That has all changed now! While I can’t give it away for free (it took me WAY to long develop this), it is very reasonably priced at $50. Here is what it includes. Doing this is really not possible because many times I just created test workspaces to create those tutorials. Some …
There are certain things in Podio that annoy the crap out of me. One of those such things is the Navigation areas. Both the App Navbar and the Workspace navigation slideout area. Generally they are fine, but when you start dealing with multiple Workspaces and 10 plus Apps things get a little awkward. The Workspace menu only shows the 4 or 5 most viewed spaces. To get to others you have to click on “view more”. The App Navbar can …
In the last article I wrote about how you can easily Backup your Podio App data into a MySQL Databse. Like I mentioned in that article, there are advantages to having your data in a MySQL Database. One of those huge advantages is reporting. We all know Podio’s reporting capabilities are limited at best, so now we have options! I haven’t explored all the options out there just yet but I have found one that is good and simple to …
This will probably be one of the more challenging articles I have written. The difficulty will be in guiding people through the different technologies in order to get this immensely useful functionality implemented for us Podio users. Being able to backup and access your Podio data for reporting, exporting and searching is invaluable. These things are very difficult to do in Podio as your workspaces get more complicated with Apps linking to each other all over the place. Plus the …
One issue that does not really have a perfect solution is preventing duplicate leads in an app. I run into this problem on occasion with leads that come from my websites. Also from time to time from leads lists that I import. In this article I’ll go over the possible solutions and the problems each one has. The concept of keeping duplicate leads out of your Podio App is simple one. Any property with the same address as a current lead …
There are many different ways to reach out and touch a lead. From sending letters, postcards or even text messages, these all work great depending on the situation. Another option that I never considered until my friend Percy brought it to my attention are voicemails. For those that don’t know, there is a way to just send a voicemail to a person’s voice inbox without even ringing their phone. That’s very cool and sure to be heard. The idea though …
Podio is a great tool that can please almost everyone from the not so technical to the tech nerd. The only common trait to all Podio users is a desire to create a custom system for their business. This article is going to talk about one aspect of Podio, that to me is at the core of what makes it so powerful, the Podio API. I’m not going to teach you how to use the API here, but just to …
You can create an App to collect any type of data you want. Being able to create multiple apps and relate them together is incredibly useful as well. Once you have an understanding of how Podio works, setting up the Apps and fields is extremely simple. I can create one in less then 5 minutes. Being able to run processes automatically when certain actions (i.e. new lead gets created) occur is a game changer. I’ve setup multiple processes that literally …
A pretty cool thing happened the other day…Podio (Citrix actually), listened to the complaints of it’s users and brought back the lower level Globiflow plans. This is HUGE!! Ever since Podio become the exclusive re-seller of GlobiFlow back around January of 2016, the Podio user had to have a Premium Package with 5 user licenses just to get GlobiFlow. So you would have to pay a minimum of $125/mo to use GlobiFlow. I’ve left tons of messages trying to help …