3 Ways to Add Leads into REIFlow

REIFlow has a variety of ways to get new leads into the system that should support most needs.  If you only have one lead to enter you can manually enter it into Leads app. Have a list of leads that need to get in?  Use the REIFlow import tool to upload those leads with little effort.  Or do you have an Investor Carrot website that produces leads?  You can easily have those leads automatically entered into the system for you.

So how do you do each?

Manual Entry

1. click Add Lead in Quick Links (Activity App) or in Leads App,
2. before entering data click Save Lead. Doing so sets up a blank lead, property and contact records with default values set.
3. Click into the Property Record and enter in Address and any details
4. Return to Lead Item by clicking Back to Lead
5. Click into the Contact Record and enter in the contact’s name, email and phone.
6. Return to Lead Item by clicking Back to Lead
7. Finished!

Import excel file

1. Go to http://reiflow.com/member
2. Navigate to Imports
3. Download Excel Import Template
4. Transfer your lead list to the Template
5. Click Upload Leads and select the Import Template
6. Click Upload

Your leads have now been queued and will be imported into your REIFlow workspace at a rate of 800/hr ** (see reason below) or 80 every 10 minutes.

Note: Podio has a limitation of 4000 created items per hour, for all users or REIFlow combined. Because each lead imported into REIFlow creates 3 items (Lead, Property and Contact), REIFlow must throttle the number of leads imported into the system to prevent hitting the hourly Call Limit. The system is currently setup to only import 800 leads per hour (equals 2400 items created). This leaves a minimum of 1600 “creates” per hour for other normal system use. Leads will be imported on a first come first serve basis taking into account ALL REIFlow system users.

From Investor Carrot Website

1. Login to http://reiflow.com/member area
2. Navigate to Investor Carrot tab
3. Copy the Custom Url (http://reiflow.com/podio/v3/carrot/hook.php?uid=<your podio user id>)
4. Go to your Investor Carrot website Admin Dashboard
5. Navigate to Forms
6. Go to the Settings for the Step 1 Form (i.e. Need to sell Your House Fast?)
   1. Navigate to the Zapier Settings
   2. Click Add New
   3. Enter a Zap Name of REIFlow
   4. Paste the REIFlow Custom Url you copied in Step #3 into the Webhook Url field
   5. Click Save Zapier Feed
7. Go to the Settings for the Step 2 Form (i.e. Step 2 More Detailed Submission Form)
   1. Navigate to the Zapier Settings
   2. Click Add New
   3. Enter a Zap Name of REIFlow
   4. Paste the REIFlow Custom Url you copied in Step #3 into the Webhook Url field
   5. Click Save Zapier Feed

That’s it!  Your Investor Carrot Leads will now be automatically uploaded to your REIFlow Workspace when a seller fills out your forms.