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SMS

SMS in Close.io

Send an SMS To send an SMS to a contact’s primary number, click the SMS icon to the right of that contact’s name. To send an SMS to a contact’s secondary number, click the contact’s name to expose...

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How does SMS billing work?

Each organization gets 1,000 free outgoing SMS credits per month SMS is included with any Pro plan or higher, and each organization receives 1,000 free outgoing SMS credits per month. When your organizatio...

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How do I know if an SMS message fails to send?

There are a few reasons why an SMS may fail to send: The recipient’s phone number does not support SMS (Example: landlines). The recipient’s phone number is from an unsupported country (we only support t...

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Can I send SMS in bulk?

Currently we don’t support sending SMS in bulk within the app. However, you can programmatically bulk send SMS via our API.

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Can I forward SMS?

Right now you cannot forward SMS within the app. However, you can forward them using Zapier. Here’s an example Zap that forwards new incoming SMS messages to another phone number: 1. For your “Tr...

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Sending SMS from group phone numbers

It’s common for teams to have group numbers (also known as “ring groups”) enabled in their Close.io organization. You can send an SMS from a group number if: The number is a US or Canadian phone number. ...

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Why can’t I use my phone number for SMS?

There’s a few requirements that your phone number has to meet in order to send or receive SMS: It has to be a US or a Canadian number. It cannot be toll-free. It has to be SMS-enabled, meaning that it ...

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