How Call Connector creates contacts in your CRM or CMS

Automatic Contact Creation

When will Call Connector create a new contact?

Call Connector will automatically create new contacts in your connected CMS or CRM systems if it does not find a contact match based on the phone number from the call (or email, if the event was a meeting).
For Call Connector to create a new contact, all of the following must be true:
  1. The Contact Creation option is enabled in Connect (it is enabled by default)
  2. No contact match was found in the connected CMS or CRM app for the phone number or email from the telephony event
  3. The event was a call, SMS, or meeting, but not a fax

Contact Details

The new contact will be created and assigned the same phone number or email from the telephony event. If there was a display name associated with the contact in the telephony event (for example, their display name in a meeting, or caller ID in the call), this name will be used as the contact's name when they are created. Otherwise, their phone number or email will be used as a default.

Contact Module

Contacts will be created as records in the applicable module depending on the CMS or CRM system that is connected. Please see the documentation for the particular CMS or CRM you are connecting for more detailed information.

    • Related Articles

    • Automatic Matter Creation

      Call Connector will attempt to create a new matter record in your connected Case Management System (CMS) if all of the following are true: Call Connector has found or created a contact for the associated telephony event The Matter Association option ...

    • Freshsales (Coming Soon)

      This integration is only available on Call Connector v2, and for users assigned to at least a Way Better license. This integration is coming soon! Auto-logged Events Module All events are logged into Freshsales into a custom module called ...

    • What are Call Connector's AI features?

      AI-Powered Call Insights with Call Connector Transcribe calls automatically with specialized AI transcription tools that provide industry-grade transcriptions and summaries for all your client calls. Each call is processed using advanced AI that ...

    • Migration to Call Connector v2

      Call Connector v2 is Here We've launched an upgraded version of Call Connector with powerful new features and capabilities. Call Connector v2 represents a significant enhancement to our telephony integration platform. Migration to v2 We're migrating ...

    • Contact Matching

      How Call Connector Matches Calls to Contacts When you make a call, send a text, or receive a fax, Call Connector will attempt to match the external phone number from the telephony event to a contact in your connected Customer Relationship Management ...