Let's get set up!

All you'll need to do is retrieve your custom Upcall email address from your Client Success Advisor, and add that email into the notification settings of your lead source. 

Please follow the detailed instructions: 

Add Forwarding Address:

1. In Gmail, click on the gear icon on the top right and then click Settings.


2. Click on “Forwarding” tab and then click on “Add a Forwarding Address”.

3. Add your Custom Upcall Email to the forwarding address.  We will then receive an email to our Upcall mailbox where we need to confirm this address on our end.  We need to finish this before completing next step.

Add Filter:  

1. In Gmail, click on the gear icon on the top right and then click Settings. 

2. Click on “Filters and Blocked Addresses"

3. Scroll to the bottom and click on “Create a new filter”

4. In the From field, enter "dispatch@setschedule.com", and in the Subject field, enter "NEW LEAD". Next, click on "Create filter with this search"

5. Check the 3 boxes like in the screenshot below, then click on “Create filter” button. (first 2 boxes are optional, he can choose to archive, mark as read, both, or none)

Once you have completed these steps, you're good to go. 

Let’s test it out!

Once you have added the Upcall email to your source, feel free to test it out by submitting a lead through your website/landing page. Please use your first and last name, so that we can know that it's a test lead. 

If you see your test lead appear in your Upcall dashboard, that would indicate that the lead has entered our system successfully!

We are here for you! 

If at any point you need assistance, our Client Success Team is happy to help! You can reach us easily by clicking on the live chat icon at the bottom right of your screen, or email us directly at support@upcall.com.

Thank you! 

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