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
- Log in to PBX web portal, go to .
- On the CRM integration page, select the checkbox of the Create New Contact Automatically.
- 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.
- 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.
- 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 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 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.