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 …

Sending SMS with Twilio and Zapier

Scott Costello All, Blog, Podio, Tools, Tutorial 12 Comments

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 …

Cheating with ProcFu

Scott Costello Blog, Podio, Tools, Tutorial 1 Comment

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, …

Cool Tools: Podio Super Menu

Scott Costello Blog, Podio, Tools Leave a Comment

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 …

Podio Reporting with MySQL Backup

Scott Costello Blog, Podio, Tutorial 3 Comments

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 …

Easily Backup App Data to MySQL Database

Scott Costello Blog, Podio, Tutorial 8 Comments

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 …

Podio: Preventing Duplicate Property Leads

Scott Costello Blog, Podio, Tutorial 5 Comments

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 …

Podio: Send Out Voicemails using Slybroadcast

Scott Costello Blog, Podio, Tutorial 17 Comments

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 Thoughts After 3 Years

Scott Costello Blog, Podio 12 Comments

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 …

ReiFlow for Podio Update: Automate Task Creation

Scott Costello All, Blog, Featured, Podio 26 Comments

REIFlow for Podio is entering it’s last stage of development. The goal is to be ready for its first round of Beta Testing in Mid July. I know a lot of you are waiting for the release which has me excited! In this post I wanted to show you all one of the really cool features of REIFlow…Custom Task Creation. A great way to manage your leads and keep yourself on track is to use tasks to dictate your work …

Podio Quick Trick: Better App Navigation

Scott Costello All, Blog, Featured

From the first time using Podio I noticed that the navigation from App to App, Item to Item is not very intuitive. That also goes for moving about in a long app form. In a prior blog post, I showed you how to create section headers using the calculations fields. While that tip helped break up the form, it still would be nice to be able to more quickly get to a section you want. In this post, I’m going …

Podio Tutorial: Navigation Menu

Scott Costello Podio, Tutorial 40 Comments

In this tutorial I’m going to expand on the Jump Link trick I showed you in a previous post. I discovered this trick because I was looking for a way to more easily find fields on a Podio App form that had a lot of fields. That trick lead me to create a navigation menu that consisted of Jump Links.  Each one of those links would bring me to a section header (Create those here). Here is an example of …

REIFlow for Podio: Preview #2

Scott Costello All, Blog, Featured

Anyone who has used Podio knows that there is a learning curve when first getting started. This learning curve is much steeper then most other software systems because you basically have to develop your own system. Podio, at its core, is a development platform that makes it easy to create custom input forms and store that information in tables. If that was all Podio did, it wouldn’t require such a learning curve and wouldn’t be nearly as powerful. In my …