You will get help to integrate your CallRail with Podio globiflow
Project details
On this gig you need to have Podio premium plan as GLOBIFLOW is required to setup the automation.
1. Package 1 - Basic integration only which is lead conversion with duplicate prevention, phone, tracking name & number, recording link, timeline link will be properly parsed and set/fill to field. I will also set up inbound "Communication Log" field which you can see callback link and recording link.
2. Package 2 - Features in package 1 + SMS sending capability, you will be able to send SMS via comment/activity box by typing "SMS: {your_message_here}"
3. Package 3 - Features in package 2 + Auto responder for new lead created via Missed call, Voicemail, Abandoned call event + Drip campaign - I will set a SMS follow up sequence using your Callrail numbers, I will install prebuilt sequence template for Real Estate Wholesaling (Follow Up Cannot Reach and Cold Offer Follow up), you will also be able to create your own follow up sequence.
1. Package 1 - Basic integration only which is lead conversion with duplicate prevention, phone, tracking name & number, recording link, timeline link will be properly parsed and set/fill to field. I will also set up inbound "Communication Log" field which you can see callback link and recording link.
2. Package 2 - Features in package 1 + SMS sending capability, you will be able to send SMS via comment/activity box by typing "SMS: {your_message_here}"
3. Package 3 - Features in package 2 + Auto responder for new lead created via Missed call, Voicemail, Abandoned call event + Drip campaign - I will set a SMS follow up sequence using your Callrail numbers, I will install prebuilt sequence template for Real Estate Wholesaling (Follow Up Cannot Reach and Cold Offer Follow up), you will also be able to create your own follow up sequence.
Support & IT Services
CRM Customization & DevelopmentDevice
Desktop/LaptopOperating System
WindowsCloud Platforms
OtherWhat's included
| Service Tiers |
Starter
$50
|
Standard
$70
|
Advanced
$120
|
|---|---|---|---|
| Delivery Time | 1 day | 1 day | 1 day |
Number of Revisions | 0 | 0 | 1 |
Remote Connection Support | |||
Documentation | - | - | - |
46 reviews
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MF
Mark F.
Nov 23, 2024
Podio & Smrtphone Integration + Dashboard
HS
Henrik S.
Nov 12, 2024
Zapier flow from csv to google sheets & google drive
Thanks, helpful freelancer!
cj
christo j.
Sep 18, 2024
Podio integration with multiple systems
great work
CL
Cody L.
Sep 17, 2024
Zapier - Zoho CRM Integration Help
Easy to work with, friendly and patient. Will rehire again!
OM
Offord M.
Sep 13, 2024
Experienced Podio Developer
I was incredibly impressed with Muhammad skills and expertise in Podio development. They were able to quickly understand our complex business requirements and create a tailored solution that exceeded our expectations. Their attention to detail and ability to efficiently navigate Podio platform were truly remarkable.
Not only did they deliver a high-quality product, but they were also a pleasure to work with. They were always responsive, communicative, and willing to go the extra mile to ensure our complete satisfaction
Not only did they deliver a high-quality product, but they were also a pleasure to work with. They were always responsive, communicative, and willing to go the extra mile to ensure our complete satisfaction
About Muhammad
Podio Developer | Globiflow | GohighLevel | Zapier Expert
88%
Job Success
Sadiqabad, Pakistan - 10:33 pm local time
As a Podio expert, I will work with you to assemble the ideal framework to suit your requirements and make different proposals that could suit your necessities.
If you want to start your business with Podio or you already have a Podio system but it doesn't run as smoothly as you'd like or your apps aren't connecting properly then I will help fix, optimize, and have them running flawlessly.
I won't be the cheapest quote you have on here but I guarantee I will do the best job.
🌟 How I provide a 5-star experience:
✔ The first step is a video call to drill down on your requirements.
✔ The next step is for me to scope your current Podio, Globiflow,
✔ Then I will present my findings to you in a detailed proposal that includes all necessary tasks, itemized costs, project duration, start date, etc. -The time spent up to this point to prepare that proposal is considered "Scoping Time”
✔ Then EITHER, You approve the proposal and I proceed to complete the project - the project itself will be a fixed-price contract
✔ You realize I under-promised and over-delivered and rate me 5 stars 👍😁
What will I provide:
- Podio CRM development
- Podio Globiflow workflow automation
- Form automation for Podio Globiflow
- Plecto KPI dashboards
- RightSignature electronic signature workflows in Podio Globiflow
- Podio Real Estate centric organizations
- Ringless Voicemail in Podio Globiflow
- One-button contract creation
- Business email setup for Podio
- Automated task follow-up in Podio
- Workflow and process management
- Online signatures
- Campaign development and management
- Webform development to bring all of your data into one place
- Automatic comparables from Zillow
- Form development
- Zapier integrations
- Automated calculations
- ROI calculations in the Podio app
- Automated SMS and Email notifications
Connect any third-party apps such as CallRail, MailChimp, smartphone, Twilio, BatchLeads, etc.
Integrate with Procfu
Add your contracts into Podio for the automatic filling of fields and automatic sending of contracts
Track KPI's
◆ DocuSign & RightSignature For E-signature.
◆ LOB, Click2Mail, and Docsaway (to send letters/postcards)
◆ smrtPhone, Xencall, CallRail, and Vumber (communication via calls or Text SMS for send and received)
◆ Twilio, RooR, Lead sherpa (for messaging, call forwarding, and voice-mailing)
◆ ClickSend, Ytel, Plivo, TextMagic API Integration (Send and Receive Text SMS)
◆ Attom Data (Get Property Details and Property Comps)
◆ Zillow (Property details, Comps integration)
◆ Email and Text Drip Campaign, Email/Text Follow-up sequence automation in Podio
◆ Email and Text Blast automation in Podio
◆ Globiflow Email SMTP - (send email messages to their domain [Gmail] )
◆ Podio super menu configuration
◆ Slybroadcast: Ringless Voicemail API integration
◆ MojoDialer Integration using Zapier (Get the contacts lead in Podio CRM)
◆ Mailchimp and Active campaign (For Email Marketing)
◆ Google APIs (Map, Street view/aerial view, sheet, Document, drive)
◆ Webmerge (to create a document, pdf, etc)
◆ Wufoo (Capturing form entries)
◆ JoTForm, Gravity Form, Contact Form 7 Integration
◆ Website webform integration
◆ WordPress, Investor carrot & Click funnel (getting leads on website form submission to Podio), and many third-party integrations using Zapier and Webhooks.
◆ I also have well-versed experience in WordPress, including DIVI themes and others.
#Podio #podio_developer #podio #globiflow
Steps for completing your project
After purchasing the project, send requirements so Muhammad can start the project.
Delivery time starts when Muhammad receives requirements from you.
Muhammad works on your project following the steps below.
Revisions may occur after the delivery date.
Need to Review and run the test
we need to review the globiflow integration and run the test.