The contact page creation setting in your CRM enables the automatic creation of a contact record whenever no existing match is found during an incoming or outgoing call. In this guide, you’ll learn how Ringover searches for caller numbers in your CRM and how to configure automatic contact creation rules.

Prerequisites

An active Ringover Business or higher with an integrated CRM.
Administrative permissions on your Ringover Dashboard.

Configure automatic contact creation in your CRM

⚠️ Available options may vary depending on the connected CRM, as each integration supports specific record creation settings.

Access your CRM integration settings in Ringover

Open your connected CRM configuration page to manage contact generation behaviors.

Log in to your Ringover Dashboard.
Go to Store > Integrations.
Click on the CRM integration you want to configure.

Understand CRM contact matching and creation methods

Ringover automatically queries your CRM using the phone number for every interaction before applying your creation rule.

Contact search: Executes automatically on every call. If a matching record exists, the call activity links directly to the current contact.
Automatic contact creation: Use this option when no existing match is found to automatically generate a record named "New Ringover Contact" linked to the call activity.
No contact creation: Enable this to avoid cluttering your CRM with unverified records when calls do not match an existing contact.

Select your contact creation scenario

Define under which call conditions a new contact record should be generated automatically.

Locate the Contact creation for calls setting in your integration panel.
Select the scenario that best matches your workflow:
- All calls: Creates a contact for any call (incoming, outgoing, missed, or 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 not found in the CRM.
- Missed calls: Creates a contact for every missed call that has no existing record.
- Hung-up calls: Creates a contact for established calls that ended without an associated contact.
- No contact creation: Prevents CRM record creation across all call types.
Confirm your choice to apply the configuration.

💡 If you receive high call volumes from unknown numbers, select "Incoming calls" or "No contact creation" to keep your database organized and free of accidental duplicate records.

🎉 You now know how to configure contact page creation in your CRM and can automate record generation to match your team's workflow!