Set up Automatic Contact Creation for HubSpot CRM

After the integration with HubSpot CRM, you can set up automatic contact creation. If enabled, a new contact 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 HubSpot 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 Create New Contact Automatically.
  3. In the Call Type drop-down list, select when will a contact be automatically created on HubSpot CRM.
    • Inbound: Inbound call from an unknown number that doesn't match a Contact or Company already in the CRM.
    • Outbound: Outbound call to an unknown number that doesn't match a Contact or Company already in the CRM.
  4. Click Save.

Result

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

  • 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.