Capturing Leads from Various Sources in REI Podio CRM
Shah Zaman
Last Update 2 maanden geleden
π In the dynamic world of real estate wholesaling and investing, efficiently capturing and managing leads is paramount.
The Dual-System Approach: GHL and Podio CRMπ REI Podio CRM integrates seamlessly with GoHighLevel (GHL) to streamline this process, ensuring that your marketing and acquisition efforts are both effective and organized.
π 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 GoHighLevelπ― GoHighLevel offers a multitude of avenues to capture leads:
Web Forms and Landing Pages β Design and deploy customizable forms and pages to attract potential sellers.
Marketing Campaigns β Utilize SMS, email, and social media campaigns to engage prospects.
Third-Party Integrations β Connect with external platforms to gather leads from diverse sources.
πΈ Screenshot Placeholder: GoHighLevel Lead Capture Interface
Transitioning Leads to Podio CRMπ οΈ Once a lead indicates interest, it's essential to move them into Podio CRM for the acquisition team to take over:
Update Opportunity Stage in GHL β Change the lead's status to "Interested" in GoHighLevel. This action triggers the system to push the lead into Podio CRM automatically.
πΈ Screenshot Placeholder: Updating Opportunity Stage in GHLLead Appearance in Podio CRM β 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.
πΈ Screenshot Placeholder: Seller Leads App in Podio CRM
Consistent Monitoring β Regularly review and update lead statuses to ensure smooth transitions between systems.
Team Collaboration β Maintain open communication between marketing and acquisition teams to address any lead-specific nuances.
Automation Utilization β Leverage automation features in both GHL and Podio CRM to reduce manual tasks and enhance efficiency.
π 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.
π₯ For a visual walkthrough of integrating GoHighLevel with Podio CRM, consider watching the following tutorial:
GoHighLevel and Podio Integration Tutorial