InvestorLift + Podio

Create new items in Podio for every new buyer in InvestorLift

Streamline your investment process with a robust, integrated workflow between InvestorLift and Podio. As soon as a new buyer is added to InvestorLift, an item is immediately created in Podio. This seamless automation ensures you can manage your buyer details effectively across both apps at once, with no hassle of manual entry. It's a simple, smart solution to keeping all your investment data organized and up-to-date.

Streamline your investment process with a robust, integrated workflow between InvestorLift and Podio. As soon as a new buyer is added to InvestorLift, an item is immediately created in Podio. This seamless automation ensures you can manage your buyer details effectively across both apps at once, with no hassle of manual entry. It's a simple, smart solution to keeping all your investment data organized and up-to-date.

  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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