Twilio
Calls and texts in Pitch2Sale run on Twilio. Reps dial from the lead page in the browser, every call is recorded and transcribed, and texts flow both ways on the same lead record.
From click to transcript on the lead
Pitch2Sale places the call through your workspace number. Twilio reports back when the recording is ready, and the transcript and summary land on the lead.
Orbit Payments
+1 ··· 0142
- 01Nina clicks Call on the Orbit Payments lead.
- 02Pitch2Sale places the call through Twilio from your workspace number.
- 03The call is recorded from the first second.
- 04Twilio tells Pitch2Sale the recording is ready.
- 05The call is logged on the lead with its recording, transcript and summary.
What it does in Pitch2Sale
Call from the lead page
Dial in the browser with mute, hold, warm or cold transfer, voicemail drop and callbacks.
Recorded and transcribed
Each call is recorded, transcribed, and can be summarised and scored afterwards.
SMS on the same record
Texts and replies sit on the lead, with templates, STOP handling and an opt-out line on the first message.
Listen, whisper, barge
Managers can join a live call from Live Calls, and live translation covers 43 languages.
Set it up
- We set up your numbers.
Calling numbers are provisioned for your workspace, so there are no Twilio keys to paste.
- Open Settings → Calling.
Your numbers are listed under Phone Numbers.
- Add a number you already own (optional).
Click + Add External Number, then Send verification call, enter the code and click I entered the code. It can then be used as outbound caller ID.
- Build ring groups.
Under Phone Groups, click New group and add the reps who should ring together.
- Add routing rules.
Under Call Routing, decide where inbound calls go.
- Check the SMS opt-out line.
Edit the SMS opt-out suffix if you want different wording.
- Make a first call.
Open a lead, click Call, and check the recording and transcript on its timeline.
What syncs, and what does not
| Direction | What | When |
|---|---|---|
| Pitch2Sale → Twilio | Outbound calls and texts (up to 1,600 characters) from your workspace number | A rep clicks Call or sends a text |
| Twilio → Pitch2Sale | Inbound calls, routed by your ring groups and rules | Someone calls your number |
| Twilio → Pitch2Sale | Recording, then transcript and summary on the lead's call activity | The call ends |
| Twilio → Pitch2Sale | Inbound texts, delivery receipts and STOP/START replies | A lead texts back |
| Not synced | Twilio billing and usage, number purchasing and porting, and texts from numbers that match no contact | — |
Common questions
Can I buy a new number in the app?
Not yet. Numbers are set up for your workspace by our team. You can add a number you already own as outbound caller ID.
Can I dial any number I type in?
Calls start from a lead or contact, so the call always lands on a record.
What happens to a text from an unknown number?
It is not added. Texts are matched to an existing contact.
Do US texts need registration?
Yes. US business texting needs A2P 10DLC approval; talk to our team about it.
Call from the record. Keep every word.
Get started, then move to a plan with calling when your team is ready to dial.