CRM Integration
Linking Contacts
Managing contact information and call associations in BuildBetter
Contact Management
BuildBetter’s contact management helps you:
- Store and organize contact information
- Link calls to specific participants
- Track engagement history
- Manage customer relationships
Contact Information
Basic Details
Essential contact information
Custom Fields
Additional tracking fields
Contact Properties
Standard Fields
- Name and title
- Email address
- Phone numbers
- Company affiliation
- Role/department
Custom Attributes
- Customer segment
- Account value
- Product usage
- Meeting preferences
- Custom tags
Call Association
1
Identify Contact
Match with existing contact
2
Link Calls
Associate recordings
3
Verify Details
Confirm information
4
Update History
Track engagement
Contact Views
Integration Features
CRM Sync
- Bidirectional updates
- Field mapping
- Status sync
- Activity logging
Data Enrichment
- Company details
- Social profiles
- Industry data
- Contact verification
Ensure proper permissions before syncing sensitive contact information.
Best Practices
Contact Management
- Regular updates
- Complete profiles
- Accurate linking
- Privacy compliance
Data Quality
- Validation rules
- Duplicate prevention
- Field standards
- Update tracking
Keep contact information current for better call association and analysis.
Privacy Controls
Access Levels
Control who can view contacts
Data Protection
Secure contact information
Contact Search
Search Options
- Name search
- Email lookup
- Company filter
- Custom criteria
Advanced Filters
- Engagement level
- Call frequency
- Signal history
- Custom fields
Use saved searches to quickly find frequent contacts.
Troubleshooting
Performance Optimization
Contact Management
- Bulk operations
- Cache usage
- Search indexing
- Update queuing
Integration
- Sync scheduling
- Resource limits
- Error handling
- Retry logic
Regular maintenance ensures optimal contact management performance.