topic Re: Tracking Missed Calls & Creating Tickets For Unknown Contacts in Calling

Tracking Missed Calls & Creating Tickets For Unknown Contacts

LSunstrum — Sat, 21 Aug 2021 17:10:44 GMT

Hey Hubspot!

Been trying to figure this out for a while. I have a Zapier integration setup so that any missed calls with automatically create a task for existing contacts. However, for non existing contacts who call and Hubspot does not recognize the phone number. How do I have Hubspot create a contact auto matically and then create a task for a sales rep to call them back?

I have the system figured out for existing contacts, but can't figure it out for non existing contacts. Any help would be appreciated! Currently we look at our call history to see if there are any missed calls with non existing contacts, but its not a very scalable option.

Thanks!

Re: Tracking Missed Calls & Creating Tickets For Unknown Contacts

PamCotton — Mon, 23 Aug 2021 21:36:00 GMT

Hello @LSunstrum, Happy Monday! I wanted to add some top experts to this matter @danmoyle @HubDoPete any recommendations to @LSunstrum?

Thank you,

Pam

Re: Tracking Missed Calls & Creating Tickets For Unknown Contacts

danmoyle — Tue, 24 Aug 2021 12:33:39 GMT

Hi @LSunstrum . Interesting question. As HubSpot creates contacts based on email address as the unique identifier (which it uses to deduplicate contacts and automatically associate contacts with companies), I wonder how you would approach creating a contact with just a phone number.

Could you have Zapier log a missed call as a new contact based on the phone number? I haven't built that before, but that's where my mind goes. Then your Zap for creating a task could work with the new contact even though there isn't an email in the record.

I'll look around for more insight/ideas. Others @PamCotton tagged may have specific experience with this, too.

Cheers!

Re: Tracking Missed Calls & Creating Tickets For Unknown Contacts

LSunstrum — Tue, 24 Aug 2021 15:12:39 GMT

Hey Dan,

Thanks for the insight !

To be honest I'm not super familiar with Zapier, but there might be a way to do that, I'll have to look look into it more!

I'm surprised theres not a phone system (Ring Central, Kixie etc) that can automatically create contacts for missed calls. There should be a way as I'm sure many large companies gets lots of missed calls during their non business hours, and I'm sure they have figured out a scalebale way to call back people instead of just checking the back end of call history on Ring Central.