CallConnector.ai 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 CallConnector.ai to create a new contact, all of the following must be true:
- The Contact Creation option is enabled in Connect (it is enabled by default)
- No contact match was found in the connected CMS or CRM app for the phone number or email from the telephony event
- The event was a call, SMS, or meeting, but not a fax
The new contact will be created and assigned the same phone number or email from the telephony event. If there is 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.
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 to for more detailed information.