Why connect 8020REI with Podio through a 2-way integration?
A real-time integration between your CRM and 8020REI enables smarter decision-making, eliminates manual work, and ensures both systems operate with matching, up-to-date information.
From CRM → 8020REI
Your Podio CRM sends your data (leads, activities, and performance) directly to 8020REI. This enables:
Improved modeling, scoring, and recommendations
Cleaner lists (e.g., avoiding leads you're already working on)
More accurate performance analytics and trend reporting
From 8020REI → CRM
Your CRM receives immediate updates from 8020REI, such as:
Competitive sales (when a lead sells to another company)
New distress events detected on a property
Enrichment such as distress signals, scoring, and data points
Inbound call matching—caller data appears instantly if a property exists in your database
Additional Benefits
Automated workflows: Property and lead data flows automatically into Podio—no manual uploads.
Smarter prioritization: 30/60/90-day Action Plan classifications sync to Podio, helping your team prioritize outreach.
Unified visibility: Podio becomes your single source of truth by combining street-level property intelligence with your internal CRM activity.
Enhanced reporting: Build dashboards in Podio that include both 8020REI insights and your sales data.
Increased efficiency: Reduce errors, save time, and ensure your team is always working with accurate information.
➡ In short: 8020REI + Podio = better insights, less manual work, and faster closings.
2. Map Podio Statuses
To ensure both systems “speak the same language,” Podio property/lead statuses must be aligned with the 8020REI status framework.
8020REI statuses reflect the seller’s journey and allow consistent tracking across platforms.
Below is an example mapping:
| 8020REI Status | Definition | Possible Podio Status Equivalents |
|---|---|---|
Prospect | Property included in your 30/60/90-day Action Plans | Unqualified |
Lead | Property owner who has expressed interest in selling | New / Working / Qualified |
Appointment | Scheduled meeting to discuss a potential sale | Appointment / Custom Follow Up |
Contract | A signed agreement to proceed with the sale | Contract |
Dead | Opportunity is not active or the owner is no longer interested | Unresponsive / Drip |
If your Podio setup uses custom statuses, you may adjust these mappings accordingly.
3. Required Fields for Podio Integration
For the integration to function accurately, certain fields must exist in Podio and be correctly populated.
8020REI uses these fields to match records, enrich leads, classify opportunities, and maintain data accuracy.
Required Fields: Leads & Opportunities
These fields must exist in both Lead and Opportunity apps in Podio:
| Category | Field | Description |
|---|---|---|
| Property | Street Address | Full property address |
| Property | Zip Code | ZIP/Postal Code |
| Contact | Contact email address | |
| Contact | Opt-Out Status | Indicates if the contact has opted out of communication |
| Phone | Phone Number | Primary phone number |
| Phone | Phone Status | Valid, invalid, DNC, etc. |
| Phone | Phone Type | Mobile, home, work, etc. |
⚠ Minimum required for property matching:
Street Address + Zip Code
(However, full field completion is strongly recommended for best performance.)
4. Required Fields: Deals
For financial analysis and reporting accuracy, Deals require three additional fields:
| Category | Field | Description |
|---|---|---|
| Financial | Gross Profit | Actual gross profit from the deal |
| Financial | Estimated Gross Profit | Projected gross profit |
| Transaction | Sell Date | Date the deal closed/sold |
These values enhance 8020REI dashboards, forecasting, and performance tracking.
Setting up the Podio–8020REI integration ensures your team has real-time, enriched data to prioritize leads effectively, automate workflows, and improve reporting accuracy. Once these statuses and fields are aligned, your integration becomes a powerful engine fueling your acquisitions process.
Need Help?
If you need additional assistance or have questions about setting up your integration, please contact:
Your Customer Success Manager (CSM)
8020REI Support: support@8020rei.com
We’re here to help you get the most out of your Podio + 8020REI setup.