InvestorLift + Podio

Create Podio items for new InvestorLift buyers instantly

Discover a hassle-free way to manage investor leads by using this handy workflow. When a new buyer shows interest in InvestorLift, this automation instantly creates an item in Podio, keeping your data seamlessly organized. This simplifies follow-ups, keeping your investor interactions efficient and effective, and gives you more time to focus on growing your business.

Discover a hassle-free way to manage investor leads by using this handy workflow. When a new buyer shows interest in InvestorLift, this automation instantly creates an item in Podio, keeping your data seamlessly organized. This simplifies follow-ups, keeping your investor interactions efficient and effective, and gives you more time to focus on growing your business.

  1. When this happens...
    InvestorLiftInvestorLift
    New Buyer

    Triggers when there's a new Buyer.

    TriggerInstant
  2. automatically do this!
    PodioPodio
    Create Item

    Triggers when you add a new item, record or entry to an app (standard or custom).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • InvestorLift triggers, actions, and search

    New Inquiry

    Triggers when there's a new Inquiry.

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    New Loan Lead

    Triggers when there's a new Loan Lead (available only for Lenders).

    Trigger
    Instant
    Try It
  • InvestorLift triggers, actions, and search

    Offer Accepted

    Triggers when Offer Accepted.

    Trigger
    Instant
    Try It
    • Street 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

    Action
    Write
investorlift logo
investorlift logo

About InvestorLift

InvestorLift's software powers the most profitable real estate investing businesses in America.
Learn more

Related categories

  • Sales & CRM
podio logo
podio logo

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn moreHelp

Related categories

  • Project Management

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