Calls · Texts · Contacts — all in one place.
v7.0-crm
Locked
v7.0-crm
Locked
Calls · Texts · Contacts — all in one place.
Enter a number (or pick a contact) and send a message. Inbound replies appear here as they’re logged.
Always tries iMessage first; this only sets the number if it falls back to SMS.
A flow runs its steps when a new lead arrives. Toggle one on to start it.
Point your site's form at this URL (POST JSON: first_name, last_name, email, phone):
Append ?key=YOUR_LEAD_WEBHOOK_SECRET. The secret is set on the server.
Step types: send_email, send_text, voicemail_drop, add_tag, set_status, wait. Each may have delayMinutes. Text/email support {{first_name}}, {{name}}, {{phone}}, {{email}}.