Auto Contact Creation

What is Auto Contact Creation

In the ideal world, all your sales reps would create a proper Salesforce contact record for every customer they interact with. A proper contact record has a first name, last name, job title, email and phone number. That helps marketing and sales analytics. However, the individual sales rep has no incentives in keeping your CRM neat and tidy.

Goldie solves this dilemma by automatically creating contact records if an inbound email has a complete signature. Using AI, Goldie extracts the necessary fields from an email signature.

Which contact fields will Goldie populate?

At the bare minimum a contact should have a first name, last name and email address. You can configure Goldie if you want Goldie to only create a contact if also a job title or phone number was extracted (or both). If you have persona detection enabled, Goldie will also conveniently populate the fields Persona and Job Level.

Can Goldie also augment existing contacts with missing field values?

This is coming soon.

Is Auto Contact Creation using and LLM Provider?

Yes, Goldie uses OpenAI's Chat API (see also Security Considerations). This is why this feature requires ans OpenAI API key to be set up by you Salesforce system admin.