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 …

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 – Send Out Offer Letters with 1 Click

Scott Costello All, Blog, Featured 23 Comments

I've been on the hunt for a good crm for my small business lately.  So my Podio experiment continues and this time I take on one of the scenarios that i mentioned in my post about creating custom Podio Apps.  One of my readers, Charles, asked if I could create a process that did the following... ...Automatically create and send an offer letter to my Real Estate Agent when I change the status of one of my leads to Make ...

Podio – Creating Apps and Automating with GlobiFlow and Zapier

Scott Costello All, Blog, Featured 17 Comments

In my previous post I talked about my first impressions of Podio.  While I was a bit overwhelmed it was easy to see that Podio was a good option for managing your wholesale business. One of the big draws for using a system like Podio is how customizable it is. That is a great feature but it also can be a negative one if it creates to many complexities. After spending about 2 weeks figuring things out, I'm happy to say ...