Docs · Settings & Admin

How do I connect phone & texting?

Link a Telnyx, Twilio, or SignalHouse account so you can call and text leads.

Steps

  1. Go to Agency Admin → Agency Settings → SMS / Phone.
  2. Enter your provider credentials (Telnyx, Twilio, or SignalHouse).
  3. Save — the CRM uses these to send/receive texts and place calls.
  4. Until a provider is connected, calling and texting are disabled.

Where this lives in the app

Open this screenOpens in the app

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