Phone & SMS setup

Connect calling and texting so reps can use Dialer, SMS Inbox, broadcasts, and call logging.

8 min readUpdated June 2026

Before you begin

  • You need admin access to connect or change workspace Phone & SMS settings.
  • Reps need an assigned outbound number before they can call or text.
  • Some dialer modes require a paid plan or additional setup.
Video walkthrough placeholder showing Phone & SMS integration, number provisioning, caller ID, assigned lines, and blocked setup states.
Video: Set up Phone & SMS
Video walkthrough placeholder showing Phone & SMS integration, number provisioning, caller ID, assigned lines, and blocked setup states.
Phone & SMS integration page showing connection status, available numbers, assigned users, caller ID settings, and reconnect control.
Phone & SMS integration page showing connection status, available numbers, assigned users, caller ID settings, and reconnect control.

Connect the integration

  • Open Integrations, then Phone & SMS.
  • Complete the provider connection flow.
  • Provision or connect the numbers your team will use.
  • Assign a default outbound number to each rep.
  • Confirm the country and region match your calling and SMS needs.

Caller ID and line assignment

  • Use a local number when possible.
  • Verify caller ID before high-volume calling.
  • Keep personal caller IDs separate from shared team numbers.
  • Document which line belongs to each team or campaign.
Caller ID and line assignment settings showing users, phone numbers, verification status, and default outbound line.
Caller ID and line assignment settings showing users, phone numbers, verification status, and default outbound line.

Common blocked states

  • Integration disconnected.
  • No assigned outbound line.
  • Insufficient credits or plan access.
  • Recipient is opted out or marked do-not-contact.
  • Phone number is invalid, landline, or unverified for SMS.

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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