Power through Lead Lists with Phone & SMS

Steps to complete your Phone Integration, add a Twilio or Personal Phone Number, and Record a Voicemail Message

Dan Klein avatar
Written by Dan Klein
Updated over a week ago

If you're looking to get started using Phone and SMS inside of Uptics, this article will help you get started with that!

Uptics uses a native Twilio Integration for Voice Calling and SMS Sending, so no external system or subscription is needed. Once you have a Twilio Number purchased in your account you will be able to make and receive phone calls and voicemails, as well as send and receive SMS messages.

Click here, inside of Uptics, to give yourself a quick Phone & SMS Setup Checklist inside your Messenger Tasks. This checklist will cover everything you need to complete to start making calls in the system.

Phone & SMS Setup

For quick videos showing each individual step in the Phone and SMS Setup, please click here.

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