Capturing Leads from Various Sources in REI Podio CRM

Shah Zaman

Last Update 2 maanden geleden

πŸš€ In the dynamic world of real estate wholesaling and investing, efficiently capturing and managing leads is paramount.

The Dual-System Approach: GHL and Podio CRM

πŸ‘€ REI Podio CRM integrates seamlessly with GoHighLevel (GHL) to streamline this process, ensuring that your marketing and acquisition efforts are both effective and organized.

πŸ‘‰ In this integrated setup, GoHighLevel serves as the marketing powerhouse, capturing and nurturing leads from various channels. Once a lead is qualified and expresses interest, it's seamlessly transferred to Podio CRM, where your acquisition team can manage and close deals.

Capturing Leads in GoHighLevel

🎯 GoHighLevel offers a multitude of avenues to capture leads:

  1. Web Forms and Landing Pages – Design and deploy customizable forms and pages to attract potential sellers.

  2. Marketing Campaigns – Utilize SMS, email, and social media campaigns to engage prospects.

  3. Third-Party Integrations – Connect with external platforms to gather leads from diverse sources.

πŸ“Έ Screenshot Placeholder: GoHighLevel Lead Capture Interface

Transitioning Leads to Podio CRM

πŸ› οΈ Once a lead indicates interest, it's essential to move them into Podio CRM for the acquisition team to take over:

  1. Update Opportunity Stage in GHL – Change the lead's status to "Interested" in GoHighLevel. This action triggers the system to push the lead into Podio CRM automatically.

    πŸ“Έ Screenshot Placeholder: Updating Opportunity Stage in GHL

  2. Lead Appearance in Podio CRM – The lead will now appear in the "Seller Leads" app within Podio CRM, ready for your team to engage and proceed with the acquisition process.

    πŸ“Έ Screenshot Placeholder: Seller Leads App in Podio CRM

Best Practices for Lead Management
  • Consistent Monitoring – Regularly review and update lead statuses to ensure smooth transitions between systems.

  • Team Collaboration – Maintain open communication between marketing and acquisition teams to address any lead-specific nuances.

  • Automation Utilization – Leverage automation features in both GHL and Podio CRM to reduce manual tasks and enhance efficiency.

πŸš€ By effectively capturing leads through GoHighLevel and managing them within Podio CRM, your real estate business can optimize its processes, leading to increased conversions and streamlined operations.

πŸŽ₯ For a visual walkthrough of integrating GoHighLevel with Podio CRM, consider watching the following tutorial:
GoHighLevel and Podio Integration Tutorial

Was this article helpful?

0 out of 0 liked this article

Still need help? Message Us