Podio Tutorial – Automate Sending Offer Letters
This is the Step-by-Step video tutorial that goes with my blog post Podio – Automate the Process of Sending Offer Letters. There are 8 videos that show you how I setup each Podio App and also the GlobiFlow and Zapier workflows. The process (workflow) that I’m setting up in this video goes from Property Lead through sending out an offer. In total there are 4 Stages + the 4 Workflows that are involved for moving/creating the data.
Podio is great, but it does require the use of other tools to really reach it’s potential. Below you will see the 4 services that I use to create this workflow.
It’s really not as complex as you might be thinking. 90% of this is done by Podio and Globiflow. That last bit, the actual sending the letter to the mailing service requires Zapier to send the info to Lob.
Demonstration of Final Result
Below is a video showing what the final result will be of this tutorial. It shows a property lead get moved into the Pursue App then the Offers App and finally have an offer letter created and sent to Lob for Mailing.
The Video Tutorials
Clicking on each tutorial will expand it to show you the description and the video. You may view the videos in any order you like. If you have any questions please post a comment.
You have now completely setup a workflow that will save you hours! I hope you found this tutorial helpful and worth spending time going through. If you had any issues or have any comments leave a comment below and I’ll will respond.