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Hey Rafi + Podio

Hey Rafi + Podio integrations

Create leads in Hey Rafi from new Podio items

Turn new Podio items into leads in Hey Rafi automatically. When a new item is created in Podio, this template creates a Hey Rafi lead with prospecting enabled and SMS disabled by default. Keep lead intake moving without manual data entry.

When this happens...
New ItemTriggers when you add a new item, record or entry to an app (standard or custom).
TriggerPolling
automatically do this!
Create LeadCreates a new lead.
ActionWrite

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More things you can do with Podio and Hey Rafi

Discover other triggers and actions you can use with Podio and Hey Rafi

- Organization
  Required
- Workspace
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
Try It
- Organization
- Workspace
- Application
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
Try It

- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search
Live Transfer Claimed
Triggers when a live transfer is successfully claimed by a team member.
Trigger
Instant
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- Lead ID
  Required
Action
Write
- Phone Number
- Email Address
- Street Address
- ZIP Code
- Max Results
Action
Search

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
Try It
- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write
Appointment Booked
Triggers when an appointment is booked in Rafi.
Trigger
Instant
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Lead Exported
Triggers when a lead is exported from the app.
Trigger
Instant
Try It
- Lead source
  Required
- Lead's address (optional)
- Lead's Name
- Lead's Email
- Lead's Phone
- Lead's Notes
- Enable SMS only with explicit lead approval. Misuse violates our terms of service and may result in account restrictions.
  Required
- Enable Prospecting
- Notify team of new lead
Action
Write

About Hey Rafi

Hey Rafi is an app that automates your real estate lead pipeline, handling calls, emails, texts, and follow-ups so you can focus on closing more deals.

HelpHelp

Related categories

Beta

CRM (Customer Relationship Management)

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 moreLearn moreHelpHelp

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