Modify Lead App (to work with new workflow)

This first step assumes you already have some sort of Lead (or Property) App setup in Podio.  If that is the case, then this step is rather simple.  If you do not have a Lead app already setup now is a good time to create one.

* Go here to learn how to create a lead app

Because workflows are triggered by Actions (create, update, delete) in Podio, we need to determine what action in the Leads App will trigger the creation of the Pursue Record. The most logical Action would be the Update of the Status Field.  In this video I will show you how I modify my Status Category Field to include a Pursue Item.

Video #4 will go through how you setup the WorkFlow for creating the Pursue Record when the status has changed to PURSUE.

Create Pursue App in Podio

This video will walk you through creating a custom Pursue App using Podio.  If you have created a Custom App before this should be simple.  I do however go over how I prepare the App for the globiflow workflow (Tutorial #5).

The Pursue App is Stop #2 for a property lead.  It’s purpose is to allow me to manage and keep track of leads that I think might be a deal.  As a wholesaler, my next step is to do property research to determine things like ARV and Repair Estimates.  This app will hold that information.

The Pursue record is linked back to the Property record by a relationship field.  This relationship field value gets automatically created by the workflow.  The relationship allows me to refer back to the property lead information if I need to.

Created Offers App.

Just like with the Pursue App, a record will be created here when I decide to make an offer on a property that I’m pursuing.  There will be a link back to the Pursue App record and Property App records so I can refer back to them.

When a record gets created here, Globiflow detects this and automatically creates the Offer Letter (tutorial #6).  That offer letter then gets attached to the offer record.   I then have a category field setup called Send Offer By. This category field consists of 3 options…

Not Sent. The default status.  Gives me the opportunity to review the offer letter and make any changes before sending it out.

Email. Changing the Send Offer By value to this will send the Offer Letter to the seller by email.

Mail (Lob). Changing the Send Offer By value to this will trigger send a message to Zapier.  Zapier will then pull the information and Offer Letter from Podio and load it into Lob.com.  Lob will then do the mailing for me.

Property [icon type=”arrow-right”]  [icon type=”arrow-right”] Pursue

Setup Workflow that Creates Pursue Record

Triggered On: Property status changed to Pursue
Process Does: Creates new record in PURSUE APP based on Property Lead

GlobiFlow is in charge of moving the lead through the Podio funnel.  My first GlobiFlow Workflow advances the lead to the Pursue App.  It does this by creating a new record (item) in the Pursue App that is linked to the Property App item.

The action, in Podio, that triggers the GlobiFlow workflow to run is the changing of the Status value to Pursue.  

To

The GlobiFlow process for this is very simple. There are only three steps involved and none of them are complex at all.

Pursue [icon type=”arrow-right”]  [icon type=”arrow-right”] Offer

Setup Workflow that Creates Offer Record

Triggered On: Pursue status changed to Make Offer
Process Does: Creates new record in OFFER APP 

Again, GlobiFlow is in charge of advancing the lead through the Podio funnel. This time the process moves a lead into the Offer Stage by creating an Offer App record.

This process is triggered when I change the Pursue record’s status to Make Offer.

To

This process (workflow) is almost identical to the create pursue process except that I need to get a reference back to the Property App record.

Offer [icon type=”arrow-right”]  [icon type=”arrow-right”] Offer Letter (PDF)

Setup Workflow that Creates Offer Letter

Triggered On: Offer Record is Created
Process Does: Creates the Offer Letter and attaches it to the Offer

GlobiFlow allows me to do a pretty cool thing here.  It will allow me to auto-create a mail merged document and attach it to the offer record with one click of a button (or creation of a record).  This literally just happens!

The only draw back is that you have to recreate your offer letter in GlobiFlow which may have some formatting limitations.  My example Offer Letter is pretty basic so I didn’t really have any issues…but I’m sure there are some.

Create a Lob Account

I’m sure you are not familiar with Lob.  That being the case I wanted to create a quick account setup video.  There isn’t much to creating an account but I am able to explain a few things you might not be able to figure out yourself.

Offer [icon type=”arrow-right”]   [icon type=”arrow-right”] 

Setup Zapier to Lob Connection

Triggered On: Send Offer By value was changed to Mail (Lob)
Process Does: Sends offer letter to Lob.com to be mailed

This step is a bit more complicated because it requires Zapier to connect Podio and Lob.  Even still it was pretty straight forward because Zapier does a good job of walking you through the process of setting the connection up.