How Prospecting creates contacts in your CRM

Modified on: Wed, 1 Jul, 2026 at 12:27 AM

Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers, emails, and points of contact we find are organized, and the two settings you can use to control it — contact creation and contact enrichment. Read this if you want to understand why certain contacts appear (or don't) after saving a prospect, or if you want to change how prospects are added to your CRM

In This Article

Feature/action 1 - Contact creation

Contact creation can be managed under Marketing › Prospecting › Settings › Contacts. It's on by default.

When it's on, saving a prospect automatically creates one business contact in your CRM, built from the details available at that moment:

The Google Business Profile number
Details you add through forms
Details captured by widgets
Anything you enter manually

Any additional phone numbers and emails we find are added to this same business contact, so you start with one clean record per business. Turn this off to save prospects without creating any contacts.

Note: When done in agency level, contact can't be created rather a prospect is simply saved in the Prospect dashboard(Agency>Prospecting)

Feature/action 2 - Contact enrichment

Contact enrichment is a Premium feature and is off by default. Turn it on to find additional contacts beyond the Google Business Profile.

Enrichment looks for:

Extra phone numbers
Extra emails
Points of contact (POCs) — named people like owners and managers

These are found by searching the prospect's website, business listings, and public social profiles. Enrichment is where POCs come from, so the organizing options in the next section only apply when it's on.

Note: When done in agency level, contact for POCs can't be created rather POCs are saved saved inside a prospect in the prospecting dashboard (Agency>Prospecting)

Feature/action 3 - How found details are organized

Prospecting handles two kinds of details differently:

Named contacts (POCs): saved as their own contact so you can reach them directly. Controlled by the "Create a separate contact for each POC" toggle (on by default). Turn it off to add POCs to the business contact instead.
Unnamed details: phone numbers and emails found without a name always stay on the business contact. This keeps your CRM clean and isn't something you need to manage.

For example, a prospect with enrichment on and POCs set to separate might create 1 business contact plus 2 POC contacts, with any unnamed details kept on the business contact.

Contact fields mapping

We automatically map prospect's information to relevant standard fields in the contacts

Phone number: Scrapped from GBP
Additional phone number: If more than one phone number found from website, listings etc
Email: Similarly fro emails found
Contact source: Prospecting Tool, so you can use tags in workflow for better management
City
Country
State
Postal code
Website: Website url of the prospect found from GBP or other listing profiles