Automatic Contact Creation | Call Connector

Contact Creation

Contact Creation determines whether Call Connector creates new contacts in your connected app when it can't find a match for the other party on a call or message.

What happens on each event

For every call, SMS, or fax, Call Connector tries to match the external party to an existing contact in your app. It searches by phone number and email. If it finds a match, it uses that contact.


If there's no match and Contact Creation is on, Call Connector creates a new contact with the available information from the phone system.


If Contact Creation is off, no new contact is created. The event may still be logged depending on the app, but it won't be linked to a contact.

Apps that require a contact

Some apps won't log an event at all unless a contact is found or created:


  • Always require a contact: Clio Grow, Lawmatics

  • Require a contact for SMS only: Zoho CRM, Microsoft Dynamics

  • When Exclusive Contact Association is on: the contact requirement applies to all event types


If Contact Creation is off and the app requires a contact, the event is skipped.

Fax exception

Contacts are never auto-created for fax events, regardless of this setting.


Default: on


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