WholesalersAI + Podio Integration: Automatic CRM Updates
Connect WholesalersAI to Podio. Call notes, custom fields, and follow-up tasks updated after every call.
How WholesalersAI Works with Podio
Podio is one of the most widely used CRMs in real estate wholesaling thanks to its flexibility and customizable app structure. WholesalersAI integrates directly with your Podio workspace to update lead records automatically after every call.
When your rep hangs up, WholesalersAI processes the call recording, extracts every relevant data point, and writes it into the correct Podio fields -- all within 60 seconds. Your reps never touch the CRM for data entry again.
What Gets Updated
After each call, WholesalersAI processes the transcript and updates the following in your Podio workspace:
- Custom fields -- Property address, asking price, bedrooms, bathrooms, square footage, property condition, motivation level, seller timeline, and any other custom fields in your Podio app
- Call notes -- A structured summary of the conversation formatted to match your team's style (bullet points, narrative, or structured sections)
- Lead status -- Automatically moved based on the conversation outcome: new lead, contacted, qualified, follow-up, or dead
- Pipeline stage -- Updated to reflect where the deal sits in your acquisition process
- Follow-up tasks -- Created with specific due dates based on what the seller discussed ("I will be ready to sell in 2 weeks")
- Full transcript -- Complete call transcript stored in the record for anyone on your team to reference later
Setup Process
Getting connected takes under 30 minutes:
- Connect your Podio workspace -- Authenticate WholesalersAI with your Podio API key and select the workspace and app you use for leads
- Map your custom fields -- Tell WholesalersAI which Podio fields correspond to which data points. Drag-and-drop field mapping makes this straightforward
- Set your status rules -- Configure how call outcomes map to your lead statuses and pipeline stages
- Define your note format -- Choose how call summaries should be structured (templates available or build your own)
- Test with a sample call -- Process one call to verify everything writes to the correct fields, then go live
If you have multiple Podio apps (one for leads, one for deals), WholesalersAI can write to both. Map lead info to your leads app and move qualified records to your deals app automatically.
Before and After
| Workflow Step | Before WholesalersAI | After WholesalersAI |
|---|---|---|
| Call ends | Rep opens Podio and searches for lead | AI processes call automatically |
| Notes entry | Rep types notes from memory (3-5 min) | Structured notes in 60 seconds |
| Custom fields | Rep fills in fields one by one | All mapped fields populated automatically |
| Lead status | Rep selects new status manually | Status updated based on call outcome |
| Follow-up | Rep creates task (if they remember) | Task auto-created with correct due date |
| Total time | 7-10 minutes of manual work | 0 minutes of manual work |
Frequently Asked Questions
Does this work with Globiflow / Citrix Workflow Automation?
Yes. WholesalersAI updates Podio fields through the API, which triggers any existing Globiflow workflows you have configured. If you have a flow that fires when "Lead Status" changes to "Qualified," it triggers automatically when WholesalersAI sets that value. Your existing automation keeps working exactly as before -- it just gets more reliable data to work with. See our full breakdown of WholesalersAI vs Podio + Globiflow.
Can I use this with custom Podio apps?
Absolutely. WholesalersAI connects to whatever Podio app structure you use. Whether you built your own custom app, use a template from a coaching program, or run a heavily modified setup, the integration maps to your specific fields and categories.
Does this work across multiple workspaces?
Yes. If your team runs separate Podio workspaces for different markets, campaigns, or team members, WholesalersAI can be configured for each workspace independently. Field mappings and status rules can differ per workspace to match how each one is structured.
Connect WholesalersAI to Podio
Stop spending hours on manual Podio updates. Get every call processed and written automatically.
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