Texts and emails from workflows

What it is

Two workflow steps: Send SMS to realtor, from the workspace's Twilio number, and Send email to realtor, from the lead owner's Gmail. They go to the agent's phone number and email on the lead.

How to connect Twilio

1. 1

   Open Manage › Integrations and pick Twilio

   You'll see three boxes to fill in.

   IntegrationsTwilio
2. 2

   Copy your Account SID

   In the Twilio Console, copy your Account SID. It starts with AC.

   Account SID
3. 3

   Make an API key

   In Twilio, under Account › API keys & tokens, create a Standard API key. Copy its SID (it starts with SK) and its secret, which Twilio shows only once.

   API key SIDAPI key secret
4. 4

   Check the key and pick a number

   Paste them in and press Check key. Pick the number your team texts and calls from, then press Connect this number.

   Check keyConnect this number

How to connect Gmail

1. 1

   Open Manage › Integrations and pick Gmail

   Press Connect Gmail, sign in with Google and allow Acre in.

   GmailConnect Gmail
2. 2

   Ask your team to do the same

   A workflow's email goes from the lead owner's Gmail, so each person who owns leads connects their own.

How to add a text or email to a workflow

1. 1

   Add the step

   In a workflow, press + where it goes and pick it under Do.

   Send SMS to realtorSend email to realtor
2. 2

   Write it

   Type the text, or the subject and email. Tap the words under the box to fill in the agent's name, the address, the asking price, the owner or one of your lead fields.

3. 3

   Or have Acre AI write it

   Tap Write it for me, say what it should say in a few words and tap Write it. It writes with fill-ins, since the message goes to every lead. See Write it for me.

   Write it for meWrite itChange itUndo
4. 4

   Publish

   Test it first: in test mode nothing is sent. Then publish. See Build your own workflow.

   TestPublish

Good to know

• A workflow's text only goes out 8 AM to 9 PM where the agent is, judged by their area code. At night it waits and goes out in the morning. Emails aren't held.
• The first text to a number ends with “Reply STOP to opt out.” Once the agent replies STOP, Acre won't text them, by hand or by workflow, until they reply START.
• A workspace's workflows send at most 50 texts and 50 emails an hour, and 200 of each a day. Past that, a send is recorded as not sent.
• If one can't go out (no number or email on the lead, the agent said STOP, or the lead owner hasn't connected Gmail), the lead's workflow history says why.
• Replies land on the lead. A text is received and An email is received can start or wake a workflow, like the ready-made Agent texted back and Agent replied.
• Until Twilio or Gmail is connected, the step shows Needs Twilio or Needs Gmail, and the workflow can't be published with it.
• Acre only reads email with agents you added on a lead or emailed from Acre.
• Texts are billed to your Twilio account. Texting US numbers needs the number registered for A2P 10DLC in Twilio.
• If your number is in a Twilio Messaging Service, set the service to “Defer to sender's webhook”, or replies won't reach Acre. Integrations warns you when this is the case.
• To text and email by hand from a lead, see Call, text and email.