Enabling Automatic Contact Creation in CRM for Sub-Accounts from Inbound SMS

When setting up sub-accounts, you have the option to automatically create new contacts in your Customer Relationship Management (CRM) system if incoming messages originate from numbers not currently stored as contacts. This feature is critical for capturing communications from unknown numbers directly into your CRM.

The primary purpose of this feature is to ensure that messages from numbers not already in your CRM are captured and logged. Some users may opt to use personal devices for communication, which can lead to receiving messages from general contacts such as family members. This feature allows the flexibility to either incorporate or exclude such messages based on user preference.

1. Enable Automatic Contact Creation:

   • Navigate to the configuration settings of your sub-account.
   • Locate the option for “Automatic Contact Creation” for unknown numbers.
   • Toggle this feature ON if you want messages from numbers not in the CRM to be registered as new contacts.

2. Considerations:

   • When this feature is enabled, any incoming message from a number not stored in your CRM will result in the creation of a new contact.
   • The system will only log the phone number as no additional details (such as names or other identifiers) are available from just the text message.

3. When to Disable:

   • If you wish to avoid creating contacts from personal numbers or general contacts, leave this feature OFF. This will prevent messages from unknown numbers from being logged unless a contact is manually created.

Deciding whether to enable or disable this feature should be based on your need to capture unidentified communications within your CRM. Enabling this feature will ensure no message is missed, but it may also lead to the inclusion of messages from non-business-related contacts. Adjust this setting according to your operational needs and preferences.