$400.00 Fixed
Here’s the refined version of your job post:
I am seeking expert assistance with customizing my Podio CRM for my real estate business. The customizations include:
Key Requirements:
Duplicate Property Prevention:
Develop a system to prevent duplicate property addresses from being entered into the CRM. When an acquisition agent inputs a new lead, the system should check if the address is already in the database and provide an alert or block the duplicate entry.
Automated Purchase Agreement Generation:
Set up a workflow within the "Seller Leads" tab that allows me to generate a real estate purchase agreement at the click of a button. The system should pull lead data (e.g., seller name, property address, and price) and auto-fill a pre-designed purchase agreement template.
Property Information Integration from Zillow:
Create a field within the "Seller Leads" template where entering a property address will automatically pull data from Zillow, such as the estimated value and property details, to streamline purchase agreement creation.
Experience & Requirements:
Strong experience with Podio and related customizations.
Familiarity with Zillow API integration.
Previous experience in automating workflows for real estate businesses is a plus.
If you’ve worked on similar Podio customizations, please share your approach and examples of past projects.
Let me know if you'd like any additional adjustments!
- Italy
- Proposal: 15
- Verified
- More than 3 month