Set up Contact Creation for HubSpot CRM

After the integration with HubSpot CRM, you can set up automatic or manual contact creation. If enabled, a new contact can 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 HubSpot CRM integration is completed.

Procedure

  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, turn on Create New Contact.
  3. In the Create Method section, select the desired creation method according to your needs.
    • If you want the system to automatically create contacts in the CRM based on specified types of calls, do as follows:
      1. Select Automatically.
      2. In the Call Type drop-down list, select when will a contact be automatically created in the 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.
    • If you want to allow associated extension users to manually create contacts in the CRM during a call, select Manually.
  4. Click Save.

Result

  • If automatic creation is configured, when a call is placed to an unknown number, or a call is received from an unknown number, a new contact will be created on HubSpot CRM.
    Note: The name of the auto-created contact has a prefix of Automatic New Contact followed by the number.

  • If manual creation is configured, the associated extension users can manually add an unknown number as a new contact or lead on the CRM.

Note: If the Contact Synchronization feature is enabled, the new created contact will also be synchronized automatically into the phonebook in Yeastar P-Series Cloud Edition.