Contact Info

The Contact Info tab controls what happens the moment a lead hands over a phone number, email, or (on Yelp) a masked temp phone. You can send an acknowledgment message to the lead, fire your CRM integrations, and fire your messenger/alert integrations — independently, per contact type.

Getting here

In NZ Leads, go to Sources → select a source → Messaging Settings → Contact Info tab.

Phone section — “When a phone number is received”

Send confirmation message to the customer (phone)

• Label: “Send confirmation message to the customer”
• Default: off
• When on: a confirmation message is sent to the lead as soon as their phone number is captured.
• When off: no acknowledgment message is sent.
• Use this when: you want the lead to know their number was received and what to expect next.

Trigger CRM integrations (phone)

• Label: “Trigger CRM integrations”
• Default: off
• When on: all CRM integrations configured on this source fire when the phone is captured (create/update contact, add note, etc.).
• When off: CRM integrations don’t fire at this event. They may still fire at other events (email received, new lead, etc.) depending on each integration’s own setup.
• Use this when: phone capture is the milestone that qualifies a lead for your CRM.

Trigger messenger integrations (phone)

• Label: “Trigger messenger integrations”
• Default: off
• When on: all messenger/alert integrations (SMS, Slack, WhatsApp, Telegram, email alerts, etc.) fire when the phone is captured.
• When off: messenger integrations don’t fire at this event.
• Use this when: you want your team notified the moment a phone number comes in so someone can call right away.

Email section — “When an email is received”

The email section mirrors the phone section — three independent toggles for the same three actions.

Send confirmation message to the customer (email)

• Label: “Send confirmation message to the customer”
• Default: off
• When on: a confirmation message is sent to the lead as soon as their email is captured.
• When off: no acknowledgment message is sent.

Trigger CRM integrations (email)

• Label: “Trigger CRM integrations”
• Default: off
• When on: CRM integrations fire when the email is captured.
• When off: CRM integrations don’t fire at this event.

Trigger messenger integrations (email)

• Label: “Trigger messenger integrations”
• Default: off
• When on: messenger/alert integrations fire when the email is captured.
• When off: messenger integrations don’t fire at this event.

Temp phone section (Yelp only) — “When a temp phone is received”

Send confirmation message to the customer (temp phone)

• Label: “Send confirmation message to the customer”
• Default: off
• When on: a confirmation message is sent when a Yelp temp phone is captured.
• When off: no acknowledgment message is sent.

Trigger CRM integrations (temp phone)

• Label: “Trigger CRM integrations”
• Default: off
• When on: CRM integrations fire when the temp phone is captured.

Trigger messenger integrations (temp phone)

• Label: “Trigger messenger integrations”
• Default: off
• When on: messenger/alert integrations fire when the temp phone is captured.

Confirmation message settings (shared across phone / email / temp phone)

These settings apply to whichever “Send confirmation message” toggles you’ve turned on.

Always send (even mid-conversation)

• Label: “Always send (even mid-conversation)”
• Default: off
• Availability: only editable if at least one “Send confirmation message” toggle above is on.
• When on: the confirmation is always sent when contact info is received, even if you’ve already been replying to the lead manually.
• When off: the confirmation is only sent if no one from your business has messaged the lead yet in that thread. Once you’ve replied manually, no automatic confirmation is sent.
• Use this when: turn on if you want the confirmation to go out every time contact info arrives regardless of conversation state. Leave off if you’d rather your manual replies replace it.
• Important: the confirmation is never sent while an AI Assistant conversation is still in progress — the AI handles the thread itself.

Message to send during business hours

• Label: “Message to send during business hours” (rich-text editor)
• Availability: only editable if at least one “Send confirmation message” toggle is on.
• Default: (empty)
• What it is: the confirmation message used when contact info is captured during your business hours.
• Use this when: always fill this in once you’ve enabled any confirmation toggle.

Message to send during business OFF hours

• Label: “Message to send during business OFF hours” (rich-text editor)
• Availability: only editable if at least one “Send confirmation message” toggle is on.
• Default: (empty)
• What it is: the confirmation message used when contact info is captured outside business hours.
• When blank: the business-hours message is used for both.
• Use this when: set a separate message if your expected response time changes off-hours (e.g., business hours: “I’ll call in the next hour”; off hours: “I’ll call first thing tomorrow”).

How it behaves

• CRM vs messenger toggles are independent. You can fire one, both, or neither for each of phone / email / temp phone.
• Order of events: when contact info arrives, the confirmation message (if enabled) and the integration triggers (if enabled) fire together.
• Duplicate events: if the same lead shares their phone more than once, integrations fire again each time — most CRMs handle this as an update, not a duplicate create.
• Confirmation vs AI: while the AI is still conversing, the AI is in control of what the lead sees — no auto-confirmation goes out. Once the AI hands off, the next contact-info event follows the normal confirmation rules.

Troubleshooting

• Confirmation message isn’t sending: confirm the relevant “Send confirmation message” toggle is on and a message body is filled in. If the confirmation was supposed to fire mid-conversation, turn Always send (even mid-conversation) on.
• CRM didn’t receive the lead when phone arrived: confirm Trigger CRM integrations is on in the phone section, and that the CRM integration itself is active on this source in the Integrations tab.
• Team got double-alerted: you may have messenger integrations firing both on new-lead and on phone-received events. Pick one milestone per notification channel.
• The off-hours message isn’t sending when I expect: “off hours” is determined by the Timing tab schedule. Make sure your timezone and schedule there are correct.
• Temp phone section is missing: that section only appears on Yelp sources.

Questions? Email support@nzleads.com.