How Do I Update the Phone(s), Email(s), and Webhook My Leads Are Sent To?

1. Access Your Delivery Settings

1️⃣ Click on “My Territories” in your dashboard.

2️⃣ If you don’t have any territories set up, you’ll need to add one first before making updates.

3️⃣ Once a territory is added, click on “Add Webhook - Update Phone/Email.”

2. Updating Your Emails & Phone Numbers

You can add up to six total entries (a combination of emails and phone numbers).

• Emails can be added on separate lines or comma-separated (no spaces) for better organization. Example: email1@example.com,email2@example.com,email3@example.com

• Phone numbers must be entered on separate lines (not comma-separated). ⚠Do not include spaces in phone numbers, or you’ll get an error.

Which Countries Can Receive Notifications?

SMS alerts can only be sent to phone numbers with the +1 country code. Email and webhook delivery work internationally. The account interface should reject incorrectly formatted phone numbers.

3. Updating Your Webhook

Enter your webhook URL in the designated field.

Click “Send Test Lead” to test the webhook connection.

Click “Save” to apply your changes.

Note

These updates will apply across all territories, counties, and states in your account.

4. Testing Email, SMS, and Live Transfers

There is no test notification feature for email or SMS. SMS alerts are not sent until your account is live. Send Test Lead tests only the webhook; it does not trigger email or SMS alerts.

Live Transfer voice calls use a separate Send Test Call button. See the Live Transfer test instructions, including testing while your account is Not Active.

Need a Walkthrough?

Watch our step-by-step video tutorial: Watch Here