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
- Log in to PBX web portal, go to .
- On the CRM integration page, select the checkbox of Create New Contact Automatically.
- 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.
- Click Save.
Result
- 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 the Contact Synchronization feature is enabled, the new created contact will also be synchronized automatically into the phonebook in Yeastar P-Series Cloud Edition.