Understand automatic CRM telephone matching
When enabled, normalise the WhatsApp number and check contacts, customers and leads for a usable match.
Exact navigationAdmin Area → WhatsApp → Inbox → Open conversation
Before you begin
- Confirm the module is active and select the intended WhatsApp account before changing any operational record.
- Use an account with the stated native CRM capability and per-account access.
- Test with controlled customer/contact data before relying on live verification, email or CRM automation.
What this guide covers
When enabled, normalise the WhatsApp number and check contacts, customers and leads for a usable match. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.
Exact step-by-step process
- Open Admin Area → WhatsApp → Inbox → Open conversation.
- Locate the account, conversation, setting, session or evidence relevant to “Understand automatic CRM telephone matching”.
- Review the displayed value or behaviour against this guide’s code-backed rules.
- Do not change unrelated account, CRM or connector settings while verifying the result.
- Confirm the expected state in the related Inbox, Connections, customer history, native CRM record or Audit Trail.
Fields, choices and supported possibilities
Conversion typeTask, Ticket or Lead
Title/subject/nameTitle/subject/name
Description or messageDescription or message
PriorityLow, Medium, High, Urgent
Assigned staffAssigned staff
Task start/due dateTask start/due date
Ticket departmentTicket department
Lead source and statusLead source and status
Code-backed validations and workflow rules
- Only users with Convert access for the selected account can create CRM records.
- Assigned staff choices are limited to users who can view the account.
- The module uses native CRM models and records conversion history linked to the conversation.
- When enabled, normalise the WhatsApp number and check contacts, customers and leads for a usable match.
Expected result and verification
- The requested action completes without a permission, validation, connector or native CRM error.
- The selected account or conversation shows the expected state without changing another account’s data.
- Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.
Security, privacy and troubleshooting checks
- Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
- Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
- If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.