Aug 17, 2020 10:53 AM
When we use 3CX Integration to pop the client's contact records, it works fine for their main number but if they call in with a mobile number or their home phone number, a new contact record is created....this, of course, seems silly as it could double or triple our contacts count. Does Hubspot not have the ability to match ALL contact numbers in a record?
Apr 14, 2021 11:47 AM
Hi we're having the same issue and merging doesn't seem a particularly efficient way to do it - particularly if on your contact record you already have the landline (phone) number and also a mobile in the record already. Also the person receiving the call will need to put the contact name into the record, know it already exists etc etc. Is there a plan for it to be able to look up any phone related field?
Aug 19, 2020 2:15 AM