Phone

Twilio is a service which provides digital phone numbers you can integrate with your system. Depending on your subscription, this article may not apply to you. Please reach out to Support or your System Administrator if you have any questions. There are a few important steps to completing the Twilio setup process. Check out our “Complete […]

Twilio is a service which provides digital phone numbers you can integrate with your system. Depending on your subscription, this article may not apply to you. Please reach out to Support or your System Administrator if you have any questions. There are a few important steps to completing the Twilio setup process. Check out our

Your system may have SMS validation enabled, allowing the system to check phone numbers for you at the time of SMS sending. If activated, the system will check Twilio Lookup (which charges per lookup) to see if the number is a landline and then the system won’t send messages to it. Twilio Lookup can also

Setting up your Twilio Caller ID is a simple way to ensure you have caller ID enabled for incoming calls. This is done through Twilio specifically, as the third party phone provider your system integrates with. There is a cost per request for this service. Check out the steps below for setting this up within

Twilio is the integrated phone system with the CRM. If you have a Twilio number setup, you can use Twilio to call and send SMS communications to contacts. (If you don’t have Twilio setup, check out our other tutorials and videos!) Below, we’ll explain how to find and understand the error codes that may appear

Call tracking allows you to understand the attribution of where calls are coming from. Whether you sent out an email blast to get calls, or you’re targeting new customers with Facebook or Google ads, etc. you may want to know where incoming calls are coming from. By setting up number pools and using the call

Using your system as a “softphone” for outbound calls is an excellent way to communicate with leads for one-time calls or for calling through lists. This article will cover calling specific contacts for one-time calls. Please see other articles related to calling through a list of leads/customers. Step 1: Making a Call from the Contacts Page

Inbound Call Routing is the process that happens if a prospect calls back the phone number from a text message or the phone call that they received from your CRM outbound number or a number they found on your website, funnel, etc. When a campaign sends out text messages or calls the outbound phone number

You can use the Call Event in a campaign to automatically have the system call the customer when that step is reached in the campaign. If the lead answers, it will connect to the assigned user’s phone. This is a very useful tool because you can get your lead and the assigned user on the

A Voicemail Drop is utilized to accelerate the process of leaving voicemail messages. The way it works is the system will make a phone call to the selected contact, and then it will immediately drop that phone call and initiate a second phone call (which will put the 2nd call directly to voicemail) in order