Create new CRM contact for unmatched caller ID

[Nick - SPN Co]

We are using the new call transcript and summary to log calls into our hubspot CRM and it's working great for the most part. I'm wondering if there is a way for a new CRM contact/record to be created when a call comes in on a number that isn't matched with the CRM, the reason for this is we don't want to record our customers calls we purely just want the call summaries saved so my thinking was I'd set 3cx to delete recordings after 1 day but in doing this it also deletes the call summary and transcriptions from 3cx. Any that were matched to contacts remain saved in our CRM Hubspot but any that were not matched are just deleted and disappear.

If it's not possible to create new records then the next best option would be for the transcripts/summaries to remain in 3CX even if the recording is deleted.

 

[Alejandro_3CX]

I'm wondering if there is a way for a new CRM contact/record to be created when a call comes in on a number that isn't matched with the CRM

Please note that when a caller id does not match any contact in the CRM, the user has to add it as new contact, they may clic on add contact ---- crm as shown in the pics below






Of course in the CRM you must enable the parameter Allow contact creation

 

[Nick - SPN Co]

Please note that when a caller id does not match any contact in the CRM, the user has to add it as new contact, they may clic on add contact ---- crm as shown in the pics below

View attachment 44675

View attachment 44676


Of course in the CRM you must enable the parameter Allow contact creation

View attachment 44677

Thanks for the reply. I understand you can manually add the contact each time but I'm hoping for a way that all calls/transcripts will be captured automatically rather than asking our staff to manually add each contact.

 

[edossantos_sipcaller]

Thanks for the reply. I understand you can manually add the contact each time but I'm hoping for a way that all calls/transcripts will be captured automatically rather than asking our staff to manually add each contact.

You will need to edit the template to achieve that.

 

[Nick - SPN Co]

You will need to edit the template to achieve that.

Any tips on how that might look in the template?

 

[edossantos_sipcaller]

Any tips on how that might look in the template?

Check this:
https://www.3cx.com/community/threads/hubspot-not-showing-all-calls.122311/#post-573343