Set up Automatic Lead or Contact Creation for Salesforce CRM

After the integration with Salesforce CRM, you can set up automatic lead or contact creation. If enabled, a new contact or lead will be created on the CRM when the user receives a call from an unknown number or places a call to an unknown number. This feature helps you to build your contact database efficiently and ensure all contact information is captured.

Prerequisites

The Salesforce CRM integration is completed.

Procedure

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, select the checkbox of the Create New Contact Automatically.
  3. In the Call Type drop-down list, select when will a contact be automatically created on Salesforce CRM.
    • Inbound: Inbound call from an unknown number that doesn't match a Contact, Lead, or Account already in the CRM.
    • Outbound: Outbound call to an unknown number that doesn't match a Contact, Lead, or Account already in the CRM.
  4. In Create Contact or Lead drop-down list, select the type(s) of contacts to be created.
    • Contacts: Save the unknown number as a Contact.
    • Leads: Save the unknown number as a Lead.
  5. Click Save.

Result

  • When a call is placed to an unknown number, or a call is received from an unknown number, a new contact or lead is created on Salesforce CRM.
    Note: The name of an auto-created contact or lead has a prefix of Automatic New Contact followed by the number.

  • If the Contact Synchronization feature is enabled, the new created contact or lead will also be synchronized automatically into the phonebook in Yeastar P-Series PBX System.