The setting for creating contact pages in the CRM provides a key function: enabling the automatic creation of a contact record in the CRM if no corresponding contact is found during an incoming or outgoing call.
Understanding the contact page creation in the CRM
During each phone interaction, our system performs an automatic search in the CRM using the caller's phone number to determine if a corresponding contact exists.
Ringover offers three different methods for creating contact records. Below, we'll provide a detailed description of each of these methods:
Contact Search
During each call, the system will search the CRM using the caller's phone number as a reference. If a contact matching the number is found, the call activity will be logged and directly associated with this existing contact in the CRM.
New contact creation
If no corresponding contact is found in the CRM, the automatic creation of a new contact will be triggered. This new contact will be named "New Ringover Contact" and will be directly associated with the call activity. This ensures that all interaction records are correctly catalogued, even if the contact did not previously exist in the CRM database.
To customize this setting according to your needs, you can choose from the following options: incoming calls, outgoing calls, missed calls, completed calls, or all calls.
💡 To understand the different types of calls, click here
"No Contact Creation" Option
Additionally, the setting offers the option to configure the system not to create any new contact records in the CRM if no corresponding contact is found during the call.
Adjusting the setting
Next, we'll explain how to adjust this setting. It's essential to keep in mind that each Ringover integration has its own settings, so you may not find this configuration on the specific page of all integrations.
- 🖥️ Go to your Ringover Dashboard > "Store" and "Integrations"
- Search for the integration to which you want to add this adjustment
- Click on "Configure" for the integration
- Look for the setting "Create a contact page for" and choose from the options:
-
- All calls: When "All calls" is activated, a contact page will automatically be generated in the CRM for each type of call: outgoing, incoming, missed, and completed.
-
- Incoming calls: By activating "Incoming calls," a contact page will automatically be generated in the CRM for each incoming call that does not have a previously registered contact. An incoming call is one received from an external person to Ringover.
-
- Outgoing calls: When the "Outgoing calls" function is activated, a contact page will automatically be generated in the CRM for each outgoing call that does not have a previously registered contact. An outgoing call is one made from Ringover to an external person.
-
- Missed calls: By activating "Missed calls," a contact page will automatically be generated in the CRM for each missed call that does not have a previously registered contact. A missed call is one received but not answered or disconnected before communication is established.
-
- Completed calls: When the "Completed calls" function is activated, a contact page will automatically be generated in the CRM for each call that has been completed and does not have a previously registered contact. A completed call is one in which a successful connection is established between the caller and the receiver, and a conversation or interaction takes place before the call ends.
-
- No contact creation: By activating the "No contact creation" option, no call will generate a contact page in the CRM, regardless of its type.
💡 Once the setting is selected, it will be implemented immediately.
And there you have it, now you know how contact page creation in the CRM works! 🎉