Contact Info Configuration

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

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

Customer Confirmation:

• Send acknowledgment message when phone number shared
• Confirm you received their contact information
• Set expectations for callback timing

Integration Triggers:

• Automatically sync contact information to CRM
• Send notifications to team via SMS, Slack, or WhatsApp
• Create tasks or deals in connected business systems

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

Email Address Configuration

When Email Received

Customer Confirmation:

• Acknowledge email address receipt
• Provide next steps or additional information
• Maintain professional communication standards

Integration Triggers:

• Push email to all connected systems
• Add to email marketing sequences
• Create contact records in CRM platforms

Example Confirmation Message: “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 Template: Professional acknowledgment with specific callback timing during operating hours.

After Hours Message Template: Set expectations for next business day response while confirming receipt.

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

Contact Info Integration Benefits

CRM Synchronization

• Automatic contact creation with full conversation history
• Lead scoring based on contact information sharing
• Pipeline progression triggers
• Activity logging for sales team coordination

Team Notifications

• Qualified lead alerts when contact info captured
• Priority routing for high-value prospects
• Team member assignment based on specialization
• Response time tracking and optimization

Marketing Automation

• Email sequence enrollment
• SMS marketing campaign triggers
• Retargeting audience creation
• Customer journey personalization

Best Practices

Message Content Strategy

• Professional tone - Match your business communication style
• Clear timing - Set realistic callback or response expectations
• Value proposition - Reinforce why they contacted you
• Next steps - Guide customers toward desired outcome

Integration Optimization

• Data validation - Ensure accurate contact information capture
• Duplicate prevention - Avoid creating multiple CRM records
• Lead scoring - Prioritize contacts based on engagement level
• Follow-up automation - Trigger appropriate next actions

Response Timing

• Business hours - Promise callback within 2-4 hours
• After hours - Set next business day expectations
• Emergency services - Provide immediate contact options
• Seasonal businesses - Adjust timing based on current availability

Testing Contact Info Settings

Verification Steps:

1. Send test messages with phone numbers and email addresses
2. Check CRM integration - Verify contact information appears correctly
3. Monitor team notifications - Ensure alerts reach appropriate team members
4. Review confirmation messages - Confirm professional 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 success rates

Your yelp chatbot contact information handling ensures no qualified prospects are overlooked while maintaining professional communication standards throughout the process.

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