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How Prospecting creates contacts in your CRM

Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers…

2 min read509 words5 explained imagesUpdated Wed, 1 Jul at 12:27 AM
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  1. Feature/action 1 - Contact creation
  2. Feature/action 2 - Contact enrichment
  3. Feature/action 3 - How found details are organized
Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers, emails, and points of contact we find are organized, and the two settings you can use to control it — contact creation and contact enrichment. Read this if you want to understand why certain contacts appear (or don't) after saving a prospect, or if you want to change how prospects are added to your CRM

In This Article

  • Feature/action 1 - Contact creation
  • Feature/action 2 - Contact enrichment
  • Feature/action 3 - How found details are organized

Feature/action 1 - Contact creation

Feature/action 1 - Contact creation (image 1 of 5) What this shows Feature/action 1 - Contact creation Feature/action 2 - Contact enrichment Feature/action 3 - How found details are organized What this shows Illustrates the "Feature/action 1 - Contact creation" section of "How Prospecting creates contacts in your CRM". This screenshot appears in the "Feature/action 1 - Contact creation" section of "How Prospecting creates contacts in your CRM". The text alongside this image reads: Feature/action 1 - Contact creation Feature/action 2 - Contact enrichment Feature/action 3 - How found details are organized. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Contact creation can be managed under Marketing › Prospecting › Settings › Contacts. It's on by default. Image 1 of 5 What this coversFeature/action 1 - Contact creation Feature/action 2 - Contact enrichment Feature/action 3 - How found details are organized
Fields in this part of the guide The Google Business Profile numberDetails you add through formsDetails captured by widgetsAnything you enter manually
Buttons and menus referenced NoteWhen done in agency level
Next stepContact creation can be managed under Marketing › Prospecting › Settings › Contacts. It's on by default.
All 4 steps in this procedure
  1. The Google Business Profile number
  2. Details you add through forms
  3. Details captured by widgets
  4. Anything you enter manually

Contact creation can be managed under Marketing › Prospecting › Settings › Contacts. It's on by default.

When it's on, saving a prospect automatically creates one business contact in your CRM, built from the details available at that moment:

  1. The Google Business Profile number
  2. Details you add through forms
  3. Details captured by widgets
  4. Anything you enter manually

Any additional phone numbers and emails we find are added to this same business contact, so you start with one clean record per business. Turn this off to save prospects without creating any contacts.

Note: When done in agency level, contact can't be created rather a prospect is simply saved in the Prospect dashboard(Agency>Prospecting)

Feature/action 1 - Contact creation (image 2 of 5) What this shows Note: When done in agency level, contact can't be created rather a prospect is simply saved in the Prospect dashboard(Agency>Prospecting) What this shows Illustrates the "Feature/action 1 - Contact creation" section of "How Prospecting creates contacts in your CRM". This screenshot appears in the "Feature/action 1 - Contact creation" section of "How Prospecting creates contacts in your CRM". The text alongside this image reads: Note: When done in agency level, contact can't be created rather a prospect is simply saved in the Prospect dashboard(Agency>Prospecting). The navigation path used here is Agency > Prospecting. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Contact enrichment is a Premium feature and is off by default. Turn it on to find additional contacts beyond the Google Business Profile. Path: Agency > ProspectingImage 2 of 5 What this coversNote: When done in agency level, contact can't be created rather a prospect is simply saved in the Prospect dashboard(Agency>Prospecting)
Fields in this part of the guide The Google Business Profile numberDetails you add through formsDetails captured by widgetsAnything you enter manually
Buttons and menus referenced NoteWhen done in agency level
Next stepContact enrichment is a Premium feature and is off by default. Turn it on to find additional contacts beyond the Google Business Profile.
All 4 steps in this procedure
  1. The Google Business Profile number
  2. Details you add through forms
  3. Details captured by widgets
  4. Anything you enter manually

Feature/action 2 - Contact enrichment

Feature/action 2 - Contact enrichment (image 3 of 5) What this shows Note: When done in agency level, contact can't be created rather a prospect is simply saved in the Prospect dashboard(Agency>Prospecting) What this shows Illustrates the "Feature/action 2 - Contact enrichment" section of "How Prospecting creates contacts in your CRM". This screenshot appears in the "Feature/action 2 - Contact enrichment" section of "How Prospecting creates contacts in your CRM". The text alongside this image reads: Note: When done in agency level, contact can't be created rather a prospect is simply saved in the Prospect dashboard(Agency>Prospecting). The navigation path used here is Agency > Prospecting. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Contact enrichment is a Premium feature and is off by default. Turn it on to find additional contacts beyond the Google Business Profile. Path: Agency > ProspectingImage 3 of 5 What this coversNote: When done in agency level, contact can't be created rather a prospect is simply saved in the Prospect dashboard(Agency>Prospecting)
Fields in this part of the guide Extra phone numbersExtra emails
Buttons and menus referenced NoteWhen done in agency level
Next stepContact enrichment is a Premium feature and is off by default. Turn it on to find additional contacts beyond the Google Business Profile.
All 3 steps in this procedure
  1. Extra phone numbers
  2. Extra emails
  3. Points of contact (POCs) — named people like owners and managers

Contact enrichment is a Premium feature and is off by default. Turn it on to find additional contacts beyond the Google Business Profile.

Enrichment looks for:

  1. Extra phone numbers
  2. Extra emails
  3. Points of contact (POCs) — named people like owners and managers

These are found by searching the prospect's website, business listings, and public social profiles. Enrichment is where POCs come from, so the organizing options in the next section only apply when it's on.

Note: When done in agency level, contact for POCs can't be created rather POCs are saved saved inside a prospect in the prospecting dashboard (Agency>Prospecting)

Feature/action 2 - Contact enrichment (image 4 of 5) What this shows Note: When done in agency level, contact for POCs can't be created rather POCs are saved saved inside a prospect in the prospecting… What this shows Illustrates the "Feature/action 2 - Contact enrichment" section of "How Prospecting creates contacts in your CRM". This screenshot appears in the "Feature/action 2 - Contact enrichment" section of "How Prospecting creates contacts in your CRM". The text alongside this image reads: Note: When done in agency level, contact for POCs can't be created rather POCs are saved saved inside a prospect in the prospecting dashboard (Agency>Prospecting). The navigation path used here is Agency > Prospecting. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Prospecting handles two kinds of details differently. Path: Agency > ProspectingImage 4 of 5 What this coversNote: When done in agency level, contact for POCs can't be created rather POCs are saved saved inside a prospect in the prospecting dashboard (Agency>Prospecting)
Fields in this part of the guide Extra phone numbersExtra emails
Buttons and menus referenced NoteWhen done in agency level
Next stepProspecting handles two kinds of details differently:
All 3 steps in this procedure
  1. Extra phone numbers
  2. Extra emails
  3. Points of contact (POCs) — named people like owners and managers

Feature/action 3 - How found details are organized

Prospecting handles two kinds of details differently:

  1. Named contacts (POCs): saved as their own contact so you can reach them directly. Controlled by the "Create a separate contact for each POC" toggle (on by default). Turn it off to add POCs to the business contact instead.
  2. Unnamed details: phone numbers and emails found without a name always stay on the business contact. This keeps your CRM clean and isn't something you need to manage.

For example, a prospect with enrichment on and POCs set to separate might create 1 business contact plus 2 POC contacts, with any unnamed details kept on the business contact.

Contact fields mapping

We automatically map prospect's information to relevant standard fields in the contacts

  1. Phone number: Scrapped from GBP
  2. Additional phone number: If more than one phone number found from website, listings etc
  3. Email: Similarly fro emails found 
  4. Contact source: Prospecting Tool, so you can use tags in workflow for better management
  5. City
  6. Country
  7. State
  8. Postal code
  9. Website: Website url of the prospect found from GBP or other listing profiles

Feature/action 3 - How found details are organized (image 5 of 5) What this shows Phone number: Scrapped from GBP Additional phone number: If more than one phone number found from website, listings etc Email: Similarly… What this shows Illustrates the "Feature/action 3 - How found details are organized" section of "How Prospecting creates contacts in your CRM". This screenshot appears in the "Feature/action 3 - How found details are organized" section of "How Prospecting creates contacts in your CRM". The text alongside this image reads: Phone number: Scrapped from GBP Additional phone number: If more than one phone number found from website, listings etc Email: Similarly fro emails found Contact source: Prospecting Tool, so you can use tags in workflow for better management City Country State Postal code Website: Website url of…. Image 5 of 5 What this coversPhone number: Scrapped from GBP Additional phone number: If more than one phone number found from website, listings etc Email: Similarly fro emails found Contact source: Prospecting Tool, so you can use tags in workflow for better management City Country State Postal code Website: Website url of the prospect found from GBP or other listing profiles

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