topic Re: create new contact with prefilled phone number in APIs & Integrations

create new contact with prefilled phone number

SRosenberg1 — Tue, 16 Jul 2024 12:52:57 GMT

We're a phone company, I've built for a client a chrome extension that will pop up on every incoming call, if its from a existing contact my client clicks on the popup and the contacts page opens, my client wants that if the number isnt in the contacts yet it should open a "Create Contact" page with the phone number already prefilled, is it possible? if yes please provide the documentation.

Re: create new contact with prefilled phone number

KhushbooP11 — Tue, 16 Jul 2024 13:45:10 GMT

Hi @SRosenberg1,

Yes, it's possible to achieve this functionality with the Chrome Extension by using HubSpot's CRM API.

You can integrate the extension to check if the incoming number exists in contacts.

If not, open a "Create Contact" page with the phone number prefilled using HubSpot's CRM Extensions API.

You can find documentation on HubSpot's CRM Extensions API here.

I hope it helps!

Re: create new contact with prefilled phone number

Kevin-C — Tue, 16 Jul 2024 14:19:37 GMT

Hey @SRosenberg1

There are at least a few ways this could be done depending on the experience you want your users to have.

In my opinion the best route might be the following:

Allow form submissions to be created without emails
~~Make the phone number field required for contacts~~
1. This only works if you use a text property rather than a phone number property but would allow you to use the phone number aas an identifier rather than email
When the Chrome Extension detects that the contact does not exist, use the create contact API endpoint to create the record with the phone number
The responce to that request will return a contact ID, use the contact ID to construct the HS cpnotact record URL and redirect the browser to this page

This flow would create the most user friendly experience for your case.

If you have any questions please don't hesistate to reach out!

Best

Re: create new contact with prefilled phone number

Kevin-C — Tue, 16 Jul 2024 14:20:31 GMT

Hey @KhushbooP11

Love the idea of using the extensions! I'm curious how you envision the extennsions being implemetented in your proposed solution?