Overview
Zuper Connect can automatically create customer records the moment you receive a call from an unknown phone number. This feature eliminates manual data entry, saves valuable time, and lets your team create jobs, invoices, and quotes immediately during the call.Key Benefits
- Faster customer creation: No more manual entry before or after calls.
- Immediate action: Start jobs, quotes, or invoices directly from the sidekick while on the call.
- Better tracking: Every incoming call (including missed calls) is automatically captured.
- Automation-ready: Auto-created customers can trigger workflows for instant job creation.
Navigation
Settings —> Zuper Connect —> Numbers and User Permissions
Zuper Connect —> Incoming Call (New Number Ringing) —> Customer (Creation done automatically)
Enable Auto-Create Customer
- From the left navigation menu, select Settings and under Zuper Connect, choose Numbers and User Permissions.
- Click the pencil icon next to the relevant number.
- In the “Update Number” dialog, turn on the toggle labeled “Automatically create customer for incoming calls.” Click Save.
- Zuper Connect instantly checks whether the phone number already exists in your customer database.
- If no match is found and the feature is enabled, a new customer record is created automatically.
- The caller’s phone number appears in the dialer (example: “14025642345”).
- If the “Automatically create customer for incoming calls” feature is enabled, the screen will look like this:
- Click the redirect icon in the dialer to jump straight to the new customer profile.
- Auto-Created Customer Details. The following fields are automatically populated:
| Field | Value |
|---|---|
| Customer Name | Phone number of the caller (e.g., 14025642345) |
| phonenumber@call.com (auto-generated) | |
| Created By | The user who created the call route |
| Tags | auto_created |
| Service Address | Not pre-filled (add manually) |
| Billing Address | Not pre-filled (add manually) |
Managing Auto-Created Customers
- Viewing: Auto-created customers appear in the Customer module exactly like manually created ones. You can easily spot them with the auto_created tag and the phone-number name.
- Editing: Open the customer profile and update the real name, email, address, notes, etc., at any time.
- Deleting: Delete them the same way you delete any other customer record.
AI Responder Integration
If you use the AI Responder, the feature works seamlessly. Calls handled by AI will still trigger automatic customer creation with all mandatory fields filled, keeping your database complete and up to date.Best Practices
- Update customer details promptly after the call (add real name, email, addresses, etc.).
- Use the auto_created tag to filter and review records that still need enrichment.
- Set up workflows so that auto-created customers automatically trigger job creation.
- Periodically review and merge any duplicate records to keep your data clean.
Frequently Asked Questions (FAQs)
Q1: What happens if the exact number is called multiple times?A: Zuper Connect recognizes existing customers by their phone number. Once a customer is created, subsequent calls from the same number will be associated with that customer’s record. No duplicate customers are created.
Q2: Is this toggle on by default?
A: No, the Auto-Create Customer toggle is turned off by default. You need to enable it manually in Settings > Zuper Connect> General Settings.
Q3: What happens when the toggle is disabled?
A: When disabled, incoming calls from unknown numbers will display as “Unknown Number” in the dialer, and no customer record is automatically created.
Q4: Can I still manually create customers?
A: Yes, enabling auto-customer creation does not affect your ability to create customers through the regular process manually.
Q5: Will missed calls also create customers?
A: Yes, when the feature is enabled, customer records are created for all incoming calls from unknown numbers, including missed calls. This ensures no potential leads are lost. Q6: A spam or robocaller dials my number 50 times in one hour. Will it flood my database with 50 customer records? A: No. The system checks if the phone number already exists before creating a record. Only the first call creates the customer. All subsequent calls (even within seconds) route to the same single record. You will see multiple call logs attached to that one auto-created customer. Q7: The same unknown number belongs to a husband and wife (or a shared business line). Later, the second person calls. How do I keep their records separate? A: You cannot auto-separate them because the system keys off the phone number only. Workaround:
- After the first call, immediately edit the customer record and add a note (e.g., “Shared line – John & Jane”).
- For the second caller, manually create a new customer and use the “Merge Customers” tool (or ask support to link call logs).
- Best long-term fix: Ask callers to use unique mobile numbers or add a sub-contact field in notes.
Quick Ways to Contact Us
| Channel | Details | Best For |
|---|---|---|
| Support Email | support@zuper.co | Technical issues, feature questions, and troubleshooting |
| Support Portal | care.zuper.co | Submit tickets, track status, browse knowledge base |