To make phone calls from Brainstorm Automation using Twilio, you need to connect your Twilio number:
Under Voice Application
You will find the instructions in the question marks on how to get these keys.
After successfully connecting the Twilio number, you will be able to make phone calls either by clicking on the number here:
Note that you can edit the number here on the fly:
Or you can call the contact from the lead’s profile:
When you make the call, you will see all the data, and you will be able to add notes during the call:
You can also choose to record the call or not. And once the call is done, you can re-call the contact from the same window:
You can see all the call logs inside the lead profile, as well as edit and/or delete notes, or even add new ones:
Moreover, you can listen to the recording (you can adjust the playback speed) and you can download the recording if you would like to.
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