Set up Lead or Contact Creation for Salesforce CRM

After the integration with Salesforce CRM, you can set up automatic or manual lead or contact creation. If enabled, a new contact or lead 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 Salesforce 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 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.
  4. 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.
  5. 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 or lead will be 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 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 or lead will also be synchronized automatically into the phonebook in Yeastar P-Series Cloud Edition.