GoHighLevel Email, Phone & SMS Setup

/ CRM, GHL / By

GoHighLevel Email, Phone & SMS Setup Guide

If you use platforms like ClickUp to organize your work and want a powerful CRM for communication, this step-by-step guide will show you how to configure email, phone, and SMS inside GoHighLevel so you can call, text, and email clients from a single place.

This tutorial is based on the official GoHighLevel documentation and walks you through the main settings you need before you start running campaigns or following up with leads.

Before You Start With GoHighLevel

Before configuring email, phone, and SMS, make sure you have administrative access to the correct sub-account in GoHighLevel.

  • Log into your GoHighLevel account.
  • Select the correct sub-account (location) from the menu.
  • Confirm that you have permission to manage settings and integrations.

Once these basics are in place, you can move on to communication setup.

Accessing Communication Settings in GoHighLevel

All communication tools are controlled from the settings area of GoHighLevel.

  1. Open your chosen GoHighLevel sub-account.
  2. Click Settings in the left sidebar.
  3. Locate the sections for Phone Numbers, SMTP & Mailgun, and Conversations (names may vary slightly as the platform evolves).

From here, you can configure phone, SMS, and email services following the steps below.

Set Up Phone Numbers in GoHighLevel

Setting up a phone number in GoHighLevel allows you to place and receive calls directly inside the platform and track them in your pipelines.

Connecting a Phone Provider in GoHighLevel

GoHighLevel uses an integrated phone system (powered by a carrier such as Twilio under the hood) that you access from inside your account.

  1. In Settings, go to Phone Numbers.
  2. Click Add Number or similar.
  3. Select your country and desired area code.
  4. Search for an available number, then click to purchase or assign it to the sub-account.

After the number is added, you can route calls and assign it to users inside GoHighLevel.

Configuring Inbound and Outbound Calls

Once you have a number, configure how calls are handled.

  1. Open the newly created number in Phone Numbers.
  2. Set the call forwarding or routing options.
  3. Assign the number to a specific user, team, or call flow.
  4. Save your changes so that inbound calls reach the correct person or ring group.

This configuration lets your team answer calls directly from GoHighLevel or forward them to external phones based on your needs.

Configure SMS Messaging in GoHighLevel

With a phone number in place, you can enable SMS messaging so you can text leads and clients directly inside GoHighLevel.

Enabling SMS Features

  1. Go to Settings > Phone Numbers.
  2. Confirm that your number supports SMS and MMS (if available).
  3. Turn on any required toggles for texting and save your settings.

Once SMS is active, you can send and receive messages in the Conversations tab of GoHighLevel.

Setting Up SMS Compliance (A2P, Opt-In, Opt-Out)

To keep your GoHighLevel account compliant with carrier rules, you should set up clear opt-in and opt-out options for SMS.

  • Include opt-in language on your forms and funnels.
  • Honor opt-out keywords such as STOP, UNSUBSCRIBE, or CANCEL.
  • Use approved messaging templates if required by your region or carrier.

Configuration details may differ by country, so review the most recent information in the official help center.

Set Up Email Sending in GoHighLevel

To send and track emails directly inside GoHighLevel, you must connect an email service. The platform typically works with services such as Mailgun or your own SMTP provider.

Connecting Mailgun to GoHighLevel

Mailgun is the primary transactional email provider recommended in the GoHighLevel documentation.

  1. Create or log into your Mailgun account.
  2. Add and verify your sending domain in Mailgun.
  3. Locate your API key and SMTP credentials.
  4. Return to GoHighLevel and go to Settings > SMTP & Mailgun Service.
  5. Enter your Mailgun API key, domain, and region as specified in the fields.
  6. Save the configuration.

Once connected, GoHighLevel can send emails on behalf of your domain via Mailgun, helping with deliverability and tracking.

Using a Custom SMTP Provider in GoHighLevel

If you prefer another email service, you can usually connect it as a custom SMTP.

  1. Gather SMTP details (host, port, username, password, encryption type) from your email service.
  2. In GoHighLevel, open Settings > SMTP & Mailgun Service.
  3. Select the option to add a new SMTP provider.
  4. Enter the required information and test the connection.
  5. Save your SMTP settings and set it as the default sender if needed.

After this, all campaigns and workflow emails from GoHighLevel can use your chosen provider.

Verify Email and SMS Functionality in GoHighLevel

Once everything is configured, it is important to test your GoHighLevel communication tools.

Sending a Test Email

  1. Open any contact record inside your GoHighLevel sub-account.
  2. Click the option to send an Email.
  3. Write a short test message and send it to an address you can check.
  4. Confirm delivery and open tracking (if available).

If the email is not delivered, review your Mailgun or SMTP settings and DNS records for your domain.

Sending a Test SMS

  1. Go to Conversations in GoHighLevel.
  2. Choose a contact with a valid mobile number.
  3. Send a brief test SMS and wait for delivery.
  4. Reply from your phone and confirm that the response appears in the conversation thread.

This ensures that both outbound and inbound messaging is functioning properly.

Using GoHighLevel for Daily Communication

With email, phone, and SMS set up, your team can manage all core communication from one GoHighLevel dashboard.

  • Track leads and clients in pipelines while logging calls and texts automatically.
  • Use workflows to send automated SMS and email follow-ups.
  • Review call recordings (where enabled and legally permitted) to improve sales performance.

Centralizing your communication helps ensure that every conversation is visible to your team and tied to the right contact and opportunity.

Additional GoHighLevel Resources

For deeper technical details, interface screenshots, and the most current instructions, consult the official help article used as the basis for this guide: GoHighLevel getting started: setup email, phone, and SMS.

If you want strategic help implementing funnels, automations, and CRM workflows on top of your GoHighLevel setup, you can also visit Consultevo for consulting and implementation support.

By following these steps, you will have a working phone, SMS, and email configuration inside GoHighLevel, ready to support campaigns, follow-ups, and ongoing client communication.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

Scale GoHighLevel

“`