Auto response for text

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Kelly Beck

• November 30, 2022 20:52

Is there a way to create an auto response to a text message in Podio? If so, do you have to have your account connected to Smrtphone? Just getting started with both and I'd like to know the easiest way to set this up. My leads will be coming into Podio.

 

Thanks.

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  Automations Bot

  • December 01, 2022 14:22

  Hello Kelly, The simplest way would be to select an SMS service to send and receive SMS messages like Twilio, SMRTphone, Callrail, Clicksend etc.

  Second step would be to set up an on create flow in Workflow Automation when a lead is created in your app, send an SMS using your selected SMS service API

  This way whenever you get a new lead, an SMS can be automatically sent and logged to the lead automatically.

  Let me know if you need any help in integrating this!

  Thanks

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  Jordan Fleming

  • December 02, 2022 07:42

  Hi Kelly - there are a couple of ways of doing this. If you're using smrtPhone, there is an option when you design the inbound text message flow of creating an automated response through the platform. Alternatively you can trigger a response from inside of Podio using the Podio workflow automation tool and the smrtPhone SMS API. See this help document: https://docs.smrtphone.io/en/articles/2452982-podio-users-send-automated-texts-from-crm-using-the-sms-api-and-globiflow-citrix-podio-workflow-automation 

  If you're using another service aside from smrtPhone you can likely use the Podio workflow automation tool to send a webhook to that service.

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