Call, text and email from Acre
Connect Gmail and Twilio and you can email, text and call the agent without leaving Acre. Messages go out from your own address and number, and the agent’s replies land on the lead.
On this page
What it is
Without them, Text and Email still work: Acre saves the message on the lead and opens your phone’s messages or mail app to send it. With them, Acre sends it for you.
Gmail: emails go out from your Gmail, and a reply stays in the same thread. Emails with the agents on your leads show up on the lead within a few minutes.
Twilio: texts go out from the workspace’s number, and the agent’s replies land on the lead. A call rings your phone first, then connects you to the agent, who sees the business number, not yours.
Connect and send
Each person connects their own Gmail. Twilio is one number for the whole workspace, and only the owner connects it. You need your own Twilio account: texts and calls are billed to it.
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Connect Gmail
Go to Manage › Integrations, pick Gmail and tap Connect Gmail. On Google’s screen, allow both boxes (read and send email). If Google warns the app isn’t verified, choose Advanced, then continue to Acre.
IntegrationsGmailConnect Gmail - 2
Connect Twilio (owners)
In Integrations, pick Twilio. In the Twilio Console, copy your Account SID (it starts with AC). Under Account › API keys & tokens, create a Standard API key and copy its SID (SK…) and secret. Paste all three, tap Check key, pick your number and tap Connect this number.
TwilioCheck keyConnect this number - 3
Check the agent’s details
On the lead’s page, tap Edit on the Realtor card (Add if there’s no one yet) to change their name, brokerage, phone or email, then tap Save.
EditAddSave - 4
Text or email the agent
On the lead’s page, open the tab with the agent’s name, next to Activity. It shows your texts and emails with them as a chat, with calls and offers as grey lines between. Pick Text or Email in the bar, type and tap Send. A number on the tab counts their replies since you last wrote.
TextEmailSend+ Log - 5
Start from a template
Tap ✦ in the bar, or Text or Email under the agent’s details. Start from a template or write your own, then tap Send text or Send email. The box shows who it’s from.
Check inOur offerPriceDisclosuresSend textSend email - 6
Have Acre AI write it
In the Text or Email box, tap Write it for me, say what you want in a few words and tap Write it. Nothing is sent until you tap Send text or Send email. See Write it for me.
Write it for meWrite itChange itUndo - 7
Call the agent
Tap Call with the agent’s name at the top of the lead’s page, or Call in the bottom bar on a phone. Enter Your phone and tap Call me. Pick up, press 1, and Acre connects you.
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Save how it went
When the call ends, pick how it went and tap Save to the lead. Tap Skip and Acre logs its own guess ten minutes later.
Talked to themLeft a voicemailNo answerSave to the leadSkip - 9
Answer a reply
Replies show on the lead’s timeline. Tap Reply on one to answer it.
Reply
Good to know
- A text or email you send counts as contact: it finishes the current follow-up unless a workflow sets the next one. A reply that comes in doesn’t.
- Texts and emails that went out through Gmail or Twilio can’t be undone.
- Acre only reads email with agents you added to a lead or emailed from Acre, and the whole workspace sees it on the lead. An agent a teammate added is read only once you email them.
- If an agent replies STOP, Acre won’t text them from that number until they reply START.
- Close the call box and the call keeps going. Acre logs it ten minutes after it ends.
- Calls from Today use your phone app, not Twilio. Call from the lead’s page to use your number.
- Disconnecting Gmail or Twilio keeps the emails, texts and calls already on your leads.
- Workflows can text and email agents too, on Estate: see Texts and emails sent by workflows.