Use Case: Why Use Referral Tracking?
Lever360’s Twilio integration lets you assign referral companies and contacts to specific phone numbers. This helps you:
Track marketing campaigns (e.g., Google Ads numbers).
Attribute jobs to referral partners (e.g., plumbers, adjusters).
Automatically log referral info when creating jobs from calls.
Walkthrough Video
🎥 Here’s a quick walkthrough showing how to set up referral tracking with Twilio and how it works when creating jobs:
Setting Up Referral Tracking
Go to Settings
Navigate to Company Settings → Twilio.
Select a Phone Number
You’ll see a list of all Twilio phone lines.
Each number shows its assigned internal user.
Assign a Referral Company (Optional Contact)
In the Referral Company field, search for and select the company.
If applicable, select a Referral Contact associated with that company.
Save your changes.
Example:
Referral Company: Lever360
Referral Contact: Ryan Smith
Tracking Calls and Creating Jobs
When a call comes through the assigned phone number:
The referral company and contact will be attached to the call record.
You can answer directly in-app or forward to another number.
To create a job from the call:
Open the call record.
Click Create Job.
Enter job details (e.g., customer, job type).
The referral company/contact will automatically populate on the job.
*Note this can be done live during call in app or post call via the call record
Tracking Calls and Creating Jobs
When a call comes through the assigned phone number:
The referral company and contact will be attached to the call record.
You can answer directly in-app or forward to another number.
To create a job from the call:
Open the call record.
Click Create Job.
Enter job details (e.g., customer, job type).
The referral company/contact will automatically populate on the job.
Viewing Call Records
You can always review referral details later in the call logs:
Call Log List – view referral company/contact in list format.
location: left main menu > Phone system
Job Call Log – see calls tied to specific jobs.
location: Job Details > communication > call log
Details View – click Details on any call to see full info. + recording & transcription
*image of the call log details*
✅ Pro Tip: Use unique Twilio numbers for marketing campaigns or referral partners so you can easily measure ROI and referral performance.
Support
💡 Need help? Contact support or reach out through Lever360’s help resources.
📧 Support Email: [email protected]
📞 Help Desk: 561.337.2900 x 2
📚 More Guides: https://docs.lever360.com/en/