Contact Info

Configure how your Yelp and Thumbtack Auto Responder handles customer phone numbers and email addresses. Set up confirmation messages and automatic integration triggers.

How Contact Info Processing Works

When customers share contact details, your yelp automatic follow-ups system can:

• Send confirmation messages to customers
• Trigger CRM and notification integrations automatically
• Use different responses for business hours vs. after hours
• Handle phone numbers and email addresses separately

Phone Number Configuration

When Phone Number Received

When a customer shares their phone number, you can:

• Send an acknowledgment message confirming you got it
• Set expectations for when you’ll call back
• Automatically sync the number to your CRM
• Notify your team via SMS, Slack, or WhatsApp
• Create tasks or deals in connected business systems

Example confirmation: “Thanks for your phone number! I’ll call you within 2 hours to discuss your project details.”

Email Address Configuration

When Email Received

When a customer shares their email, you can:

• Acknowledge that you received it
• Provide next steps or additional information
• Push the email to all connected systems
• Add them to email marketing sequences
• Create contact records in CRM platforms

Example confirmation: “Got your email address! I’ll send you a detailed estimate within 24 hours.”

Advanced Settings

Always Send Confirmation

Enabled: Send confirmation every time contact info is shared, even during ongoing conversations. Disabled: Only send confirmation if business hasn’t personally responded yet.

Use Case: Enable for businesses requiring contact confirmation documentation. Disable to avoid repetitive messaging.

Business Hours vs. After Hours

Business Hours Message: Acknowledge receipt and give a specific callback window.

After Hours Message: Let them know you got it and will follow up next business day.

Example After Hours Message: “Thanks for your phone number! I’ll call you first thing tomorrow morning to discuss your project.”

What Happens With Contact Info

When a customer shares their contact details, the system can:

• Create a CRM contact with the full conversation history
• Alert your team so someone can follow up quickly
• Route the lead to the right team member
• Trigger follow-up workflows automatically

Best Practices

Message Content

• Match your usual business tone
• Set realistic callback timing (“within 2 hours”, not “immediately”)
• Give them a clear next step

Response Timing

• Business hours - Promise callback within 2-4 hours
• After hours - Set next business day expectations
• Emergency services - Provide immediate contact options

Testing Your Setup

1. Send test messages with phone numbers and email addresses
2. Check that contact info shows up in your CRM
3. Make sure team notifications reach the right people
4. Review your confirmation messages for tone and accuracy

Getting Started

1. Enable contact info processing - Turn on confirmation messages
2. Connect CRM integration - Sync contact data automatically
3. Set up team notifications - Alert team to qualified leads
4. Monitor performance - Track contact collection rates

Questions about contact info configuration? Email support@nzleads.com or use in-app chat for assistance.