Module 4: Podio (via Zapier)

Setting up Podio with Zapier 🚀

Checklist

• Add a Text Formatter step in Zapier to split the full name
• Set the Formatter action event to "Text" and choose "Split Text"
• Input the full name and set Segment Index to "First"
• Duplicate the step and change Segment Index to "Last"
• Set up the Podio action: "Create Item"
• Select the correct Podio account, organization, and workspace
• Choose the appropriate app (e.g. Seller Leads)
• Map property address and due date (use "today" if unsure)
• Map first name, last name, phone, email, lead status, and lead source
• Paste the email template into the Notes field
• Skip non-required fields like ARV and MAO
• Test the Zap and verify the new lead in Podio
• Publish the Zap

Set up the Podio action

• Add a new action: choose Podio → Create Item
• Select your Podio account
• Choose the correct organization (e.g. EZPath Homebuyers)
• Select the workspace as provided by the client (e.g. EZPath Homebuyers Workspace)
• Choose the correct application within the workspace (e.g. Seller Leads)

Map required fields

• Property Address → pull from the lead form
• Due Date → if unsure, type in "today"
• First Name → select from the output of your "First Name Split"
• Last Name → select from the output of your "Last Name Split"
• Phone Number → from the lead form
• Email Address → from the lead form
• Lead Status → set to "New" (this is a required field)
• Lead Source → choose from options like "Facebook"; if it doesn't exist, the client must create it. Do not attempt to add new lead sources yourself

Optional & notes fields

• Skip non-required fields like ARV, MAO, etc. unless you're confident they're available and accurate
• In the Notes field, paste the full email template from the original inquiry
• Include additional fields (like Asking Price) only if they are reliably pulled in

Review and quality control

• Test the Zap by pushing a lead to Podio (test trigger)
• Make sure the new lead appears in Podio under the correct app
• Confirm fields like lead status and contact info are correct
• If needed, delete the test entry from Podio after verifying
• Once confirmed, publish the Zap

Troubleshooting / common issues