The contact page creation setting in the CRM provides a key feature: enabling the automatic creation of a contact record in the CRM when no match is found during an incoming or outgoing call.
Understanding contact page creation in the CRM
For each phone interaction, Ringover automatically performs a search in the CRM using the caller’s phone number to determine whether a matching contact already exists.
Ringover offers three methods for handling or creating contact records. Below is a detailed explanation of these options:
Contact search
For each call, a CRM search is triggered using the phone number. If a matching contact is found, the call activity is automatically logged and linked to the existing contact.
Creating a new contact
If no matching contact is found in the CRM, automatic creation of a new contact can be enabled. This new contact will be named "New Ringover Contact" and will be directly linked to the call activity.
You can customise this setting for the following scenarios: incoming calls, outgoing calls, missed calls, answered-and-hung-up calls, or all calls.
💡 To understand the different call types, click here
"No contact creation" option
You may also configure the CRM so that no contact record is created when no match is found during a call.
Configuring the feature
Below are the steps to adjust this configuration. Keep in mind that each CRM integration has its own settings, so some options may not appear depending on the connected tool.
🖥️ Go to your Ringover Dashboard > “Store” > “Integrations”
Search for the integration you want to configure,
Click on the integration,
Look for the “Contact creation for calls” setting and choose one of the available options:
All calls: creates a contact for any type of call (incoming, outgoing, missed, hung-up).
Incoming calls: creates a contact for any incoming call without an existing record.
Outgoing calls: creates a contact whenever an agent dials a number that is not in the CRM.
Missed calls: creates a contact for every missed call with no existing record.
Hung-up calls: creates a contact for established calls that ended without an associated contact.
No contact creation: no CRM record will be created, regardless of call type.
💡 Once a setting is selected, it is applied immediately.
And that’s it — you now understand how contact page creation works in the CRM! 🎉