How to Set Up Inbound Dialing (Dialer & FaceTime)
Overview
Project Blue supports inbound dialing for both the Dialer and FaceTime products. Once enabled, calls to your Project Blue number ring directly inside the web app and Chrome extension, get logged automatically to your CRM (HighLevel and HubSpot), and — for HubSpot accounts with Auto-Create turned on — will even create a new contact automatically if the caller isn't already in your CRM.
Enabling Inbound Dialing
Go to Settings and find the new inbound dialing section.
Toggle inbound dialing on for the account.
Choose one of two notification modes:
Assigned line only — only the person assigned to that line receives the inbound notification (web app, Chrome extension, or mobile app).
Universal — specific people you choose will receive inbound notifications regardless of line assignment.
Turning On a Specific Line
Go to Line Management.
Find the new Inbound Dialing column.
Lines that appear grayed out require caller ID verification in Twilio before inbound dialing can be enabled.
Once a line's caller ID is verified, click to enable inbound dialing on that line.
Behind the scenes, Project Blue automatically maps a second Twilio number to your line so that calls can be routed and answered in-app — you don't need to do anything for this part.
One manual step is required: your team needs to update call forwarding on your existing phone system to point to the Twilio number Project Blue provides. Inbound dialing will start working as soon as that call forwarding request goes through.
How It Works
When someone calls your number, you'll get an incoming call notification no matter what page you're on in the web app or Chrome extension.
Click Accept to talk directly from inside Project Blue.
Once the call ends, it's automatically logged in your CRM.
CRM logging
HighLevel: inbound calls are logged automatically.
HubSpot: with Auto-Create turned on, an inbound call will create the contact if it doesn't exist yet, and log the call transcript, recording, direction, duration, and disposition.
Availability
Web app: supported
Chrome extension: supported — you'll get the same notification whether you're on the web app or another tab in the extension
Mobile app: not yet supported — this requires additional app changes to support mobile push notifications and is expected soon
FaceTime Dialing
Inbound dialing setup applies to FaceTime-enabled lines as well as Dialer lines — the same toggle, line management step, and call-forwarding requirement apply. Once set up, inbound FaceTime calls are handled the same way: they ring in the web app/Chrome extension and are logged to your CRM.