Salesforce automation on popup new contact and create new contact inbound call

[roiya]

Hey all,

Right now when a contact that was created is calling the Contact is popping up but if the caller isn't already created on the system it won't pop up .
There is any solution for that ?

I saw here that there is sort of solution but it doesn't work
https://www.3cx.com/community/threads/hubspot-not-showing-all-calls.122311/

Id like for any help

 

[TheodorosG_3CX]

Since there is no valid match returned from the CRM (non existing contact) it is expected that there will be no pop-up.

 

[edossantos]

You will need to manually create the contact from the Web Client. You will see an "Add contact" link, from which you can open a dialog, fill the contact name, and create the contact in Salesforce.

 

[roiya]

Tried my luck to understand if there is an automation for that .
But TY for answers

 

[Evolute IT]

Tried my luck to understand if there is an automation for that .
But TY for answers

There is a way if you modify the XML template, but it requires some knowledge.

 

[TheodorosG_3CX]

@roiya anytime