In this tutorial, We'll be showing you how to properly on-board your

Let's get you set up!

All you you need to do, is get your unique Upcall email from your dashboard and add that email address into the notification setting’s within the lead source you are wanting to connect with Upcall. 

Please follow the following instructions:

  1. Access "My Account". Click "Account Settings".

 2. Click "Contact Info"

 3. Add your custom Upcall email into "Alternate Email Address" field 

4. Click "Save".

Let’s test it out!

Once you have added your Upcall email to your source please test it out by going to where your leads are being captured and submit an inquiry.

You will know that everything is working properly once you see that test lead within your dashboard.

We are here for you! 

If at any point you need assistance, our Client Success Team is more than happy to help! Let us know by click on the live chat icon at the bottom right of your screen or email us directly at

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