InvestorLift + Podio
Create new items in Podio when new inquiries are made in InvestorLift
When a new inquiry is received in InvestorLift, ensure no potential investment slips through the cracks with this efficient workflow that creates a new item in Podio. This automation offers a seamless way to manage inquiries by instantly logging them in Podio, saving you time and optimizing your investment process. It's an effective solution to capture every opportunity promptly and easily.
When a new inquiry is received in InvestorLift, ensure no potential investment slips through the cracks with this efficient workflow that creates a new item in Podio. This automation offers a seamless way to manage inquiries by instantly logging them in Podio, saving you time and optimizing your investment process. It's an effective solution to capture every opportunity promptly and easily.
- When this happens...New Inquiry
Triggers when there's a new Inquiry.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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- 14 day trial for premium features & apps
New Buyer
Triggers when there's a new Buyer.
Try ItNew Lead
Triggers when there's a new Lead.
Try ItNew Offer
Triggers when there's a new Offer.
Try ItUpdate Lead
Triggers when Lead updated.
Try It
New Inquiry
Triggers when there's a new Inquiry.
Try ItNew Loan Lead
Triggers when there's a new Loan Lead (available only for Lenders).
Try ItOffer Accepted
Triggers when Offer Accepted.
Try ItStreet AddressRequired
CityRequired
CountyRequired
StateRequired
ZipRequired
LatitudeRequired
LongitudeRequired
Countertops
Appliances
Kitchen
Bathrooms Condition
Yard
Exterior
Priority
Timeframe
Feel
Asking Price
Bathrooms
Half Bathrooms
Bedrooms
EmailRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Contact Me
Message
Zestimate
Unit
Year Built
Lot Size
Square Footage
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Note
Google Click ID
Microsoft Click ID
