Contact Info Configuration

Set up what happens when customers share their phone number or email address. You can send them confirmation messages and trigger your integrations automatically.

How It Works

When customers share their contact details, NZ Leads can:

• Send them a confirmation message
• Trigger your CRM and notification integrations
• Use different messages for business hours vs. after hours
• Handle phone numbers and email addresses separately

Phone Number Settings

When Phone Number Received

Send message to customer

• Turn this on to send a confirmation when they share their phone number
• Great for letting them know you got their info and will call soon

Trigger Integrations

• Automatically sends their info to your CRM, Slack, SMS notifications, etc.

Email Address Settings

When Email Received

Send message to customer

• Confirm you received their email address

Trigger Integrations

• Pushes their email to all your connected systems
• Keeps everything in sync automatically

Confirmation Message Options

Always Send (Even Mid-Conversation)

When to turn this on:

• You want confirmation every time they share contact info
• Even if you’re already chatting back and forth

When to leave it off:

• Only send confirmation if the business hasn’t responded to the customer yet
• Avoid repetitive messages during ongoing conversations

Message Templates

Business Hours Message

Write what customers see when they share contact info during your normal business hours.

Good examples:

Got your number! I'll give you a call within the next hour to discuss your project.

Thanks,
Mike
(555) 123-4567

Perfect! I have your info and will call you this afternoon with a quote.

Looking forward to working with you!

After Hours Message

Set up a different message for when they contact you outside business hours.

Good examples:

Thanks for your number! I'm currently out of the office but will call you first thing tomorrow morning.

Have a great evening!
Mike

Got it! I'll give you a call tomorrow to discuss your project. Thanks for reaching out!

Smart Configuration Tips

For Different Business Types

Emergency Services

• Always send confirmation messages
• Trigger all integrations immediately
• Keep messages short and urgent

Project-Based Work

• Send confirmation during business hours
• Use detailed after-hours messages with timeline expectations
• Always trigger CRM integrations

Message Writing Tips

What Works Well

• Acknowledge you received their info
• Set clear expectations for next contact
• Include your direct contact info
• Keep it personal and friendly

What to Avoid

• Generic, robotic language
• Promises you can’t keep
• Too much information at once
• Forgetting to include how to reach you

Integration Benefits

When you enable “Trigger Integrations”, their contact info automatically goes to:

• CRM systems (HubSpot, PipeDrive, etc.)
• Team notifications (Slack, SMS)
• Project management (Workiz, Housecall Pro)
• Marketing automation (GoHighLevel, Zapier)

This saves you from manual data entry and ensures nothing falls through the cracks.

Common Scenarios

Scenario 1: First-Time Inquiry

Customer: “Hi, I need a quote for kitchen renovation. My number is 555-123-4567” → System sends confirmation message → Triggers all integrations → You get notified with their info

Scenario 2: Mid-Conversation Contact Share

You: “What’s the best number to reach you?” Customer: “555-123-4567” → If “Always send” is on: Sends confirmation → If “Always send” is off: No confirmation (avoids redundancy) → Still triggers integrations

Scenario 3: After Hours Contact

Customer shares info at 9 PM → Sends after-hours message with timeline → Triggers integrations

Next: Integration Settings → | Back to Follow-ups → | Back to Messaging Settings →