# Set up Contact Creation for HubSpot CRM

Once Cloud Voice is connected to HubSpot CRM (Customer Relationship Management, the system your sales team uses to track contacts and deals), you can have new contacts added to the CRM whenever your team calls or is called by a number that isn't already on file. Choose an automatic method that records unknown numbers without any effort from your users, or a manual method that lets extension users decide which callers to keep. Either way, your contact records grow as calls happen instead of relying on someone to enter them later.

## Before you begin

Finish the [HubSpot CRM integration](/pbx/integrations/hubspot/integrate-cloud-voice-cloud-voice-with-hubspot-crm/) first.

## Configure contact creation

1. Sign in to the PBX web portal (PBX, or Private Branch Exchange, is the phone system that runs your extensions) and open **Integrations > CRM**.
2. On the CRM integration page, enable **Create New Contact**.
3. Under **Create Method**, pick how contacts should be added.

   To let Cloud Voice add contacts on its own for the call directions you specify:

   1. Select **Automatically**.
   2. Open the **Call Type** drop-down and choose which calls trigger a new contact in the CRM.

      ![Call Type drop-down offering Inbound and Outbound choices for automatic contact creation](/images/pbx/select-in-or-out-to-create-new-contact.png)

      - **Inbound**: An incoming call from an unknown number that doesn't match any existing Contact, Lead, or Account in the CRM.
      - **Outbound**: An outgoing call to an unknown number that doesn't match any existing Contact, Lead, or Account in the CRM.

      :::caution
      Automatic **Inbound** creation adds a contact for every unknown number that calls in, including spam calls, robocalls, and wrong numbers. If that would clutter your CRM, enable **Outbound** only or use the manual method instead.
      :::

   To instead let each associated extension user add a contact themselves while on a call, select **Manually**.
4. Click **Save**.

## What happens next

- With automatic creation turned on, any call placed to or received from an unknown number adds a new contact to HubSpot CRM.

  :::note
  Automatically generated contacts are named with the prefix `Automatic New Contact` followed by the phone number.
  :::

  ![A HubSpot contact created automatically, named with the Automatic New Contact prefix](/images/pbx/new-created-contact.png)

- With manual creation turned on, associated extension users can add an unknown number to the CRM as a new contact or lead during the call.

  ![In-call prompt for manually saving an unknown number as a CRM contact or lead](/images/pbx/manually-create-crm-contact.png)

:::note
If [Contact Synchronization](/pbx/integrations/hubspot/set-up-contact-synchronization-with-hubspot-crm/) is also enabled, each newly created contact is synced into the corresponding Cloud Voice phonebook as well.
:::