What is it?
Contacts are incredibly valuable - keeping track of who you have met at an organization and what role they play for an opportunity or account is paramount to successful relationship building.
The auto-create contact feature was designed to help increase your organization's capture of new contacts by automatically creating a Salesforce contact record for any new contacts found on your team member's Google Calendar.
How does it work?
Once Google Calendar has been integrated, Rattle will check each external attendee to see if there is an existing contact record in SFDC (based on the domain of the attendee's email).
If no contact record is found, Rattle will automatically create a contact record, enriched by Clearbit - specifically, First Name, Last Name, Title and Phone.
When creating the contact record, an Account ID will be assigned by matching the domain of the new contact's email with an existing account in SFDC.
In addition, if there is a known contact on the meeting who is related to an active opportunity, the Rattle will also create a contact role record for the new contact and relate it to the most recently updated, active opportunity.
If there are no active opportunities to relate to, the contact will only be created on the relevant account.
How to set it up:
It doesn't get too much easier than this!
Step 1: Select "Meetings" from the list of features on the left side of your screen in the Rattle App.
Step 2: Once in the Meetings set up page, under Settings click the "Yes" radio button next to "Auto create contacts?" as seen in the screenshot below. This will only enable the feature on your account (i.e. Only create contacts for the meetings on your calendar).
Step 3 (Optional): Click on the gear icon next to "Auto create contacts?" to add any required field values that should be populated upon creation of the contact record by Rattle.
Step 4: Once you are ready to roll the auto create contact feature out to your team, click the "Save for Team" button and the feature will be enabled for all team members who have created their Rattle account and have the Google Calendar integration in place.
Check out this brief video to see what this feature looks like in action.
Other Information:
You can see the contacts created by clicking the hyperlinked value next to "Contacts Created" on the set up page. You can filter for contacts created for specific team members or during a specific date range.
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