Configuration & Lead Routing

This page covers how connect_crm turns calls into leads: the auto-create settings, UTM phone attribution, how existing leads are matched to live calls, and how AI call summaries reach the lead chatter.

Auto-create settings

Open Connect ▸ Configuration ▸ Settings (Connect Administrator only) and switch to the CRM tab. These options are stored on the shared connect.settings singleton.

Incoming calls

Field	Default	Description
Auto Create Leads (`auto_create_leads_for_in_calls`)	Off	Master toggle for incoming calls. When off, no lead is auto-created for inbound calls.
For Answered Calls (`auto_create_leads_for_in_answered_calls`)	On	Create a lead when an incoming call completed (was answered).
For Not Answered Calls (`auto_create_leads_for_in_missed_calls`)	On	Create a lead when an incoming call did not complete (missed).
For Unknown Callers (`auto_create_leads_for_in_unknown_callers`)	Off	Create a lead even for numbers not found in Contacts.

Outgoing calls

Field	Default	Description
Auto Create Leads (`auto_create_leads_for_out_calls`)	Off	Master toggle for outgoing calls.
For Answered Calls (`auto_create_leads_for_out_answered_calls`)	On	Create a lead when an outgoing call completed.
For Not Answered Calls (`auto_create_leads_for_out_missed_calls`)	On	Create a lead when an outgoing call did not connect.

Calls to internal users are skipped

Outgoing calls that reach a local PBX user (called_pbx_users) never auto-create a lead — only external destinations do.

Options

Shown only when at least one auto-create master toggle is on.

Field	Description
Default Salesperson (`auto_create_leads_sales_person`)	Fallback salesperson (`res.users`, non-shared) assigned to the lead when the call has no resolved PBX user.
Leads type (`auto_create_leads_type`)	Create a `lead` or an `opportunity`. Required; defaults to Lead.

How auto-create works

Auto-create runs once, in register_call(), when the call has fully ended — never during ringing. The direction and final status of the call then select a rule:

IncomingOutgoing

The master Auto Create Leads toggle must be on.
completed calls need For Answered Calls; non-completed calls need For Not Answered Calls; otherwise For Unknown Callers is the last fallback.
The salesperson is taken from the answering PBX user, then the first called PBX user, then the Default Salesperson.
The lead name is the matched partner's name, or the caller number; the caller number is stored as the lead phone when there is no partner.

The master Auto Create Leads toggle must be on.
Calls that reached a local PBX user are skipped.
completed calls need For Answered Calls; non-completed calls need For Not Answered Calls.
The salesperson is the calling user, then the Default Salesperson.
The lead name is the partner name or the called number; the called number is stored as phone when there is no partner.

If a call already has a lead linked, auto-create does nothing.

UTM source attribution

Attach a phone number to a marketing source so inbound calls to that number are credited to it.

Edit a UTM Source (standard Odoo UTM app) and set its Phone field. The number is unique across sources — reusing one raises "This phone number is already used!".
On an incoming call, Connect looks up the source whose Phone equals the called number and sets the call's source.
When a lead is auto-created (or created from the call form) the matched source is copied to the lead's Source, so campaign reporting attributes the opportunity correctly.

Matching existing leads to live calls

While a call is still active (process_call_event()), connect_crm tries to attach an existing open lead so it is visible in the active-calls widget:

Incoming calls match on the caller number; outgoing calls match on the called number.
get_lead_by_number() searches active leads in non-won stages (or with no stage) by normalized phone/mobile, trying the stripped number, a +-prefixed variant, and the E.164 form.
Very short or unknown numbers are skipped. If several leads match, the most recent is used and a warning is logged.

Matching only links an existing lead; it never creates one. Creation is the job of the auto-create rules above (or manual creation from the call form).

Working with leads and calls in the UI

Lead form — a Calls stat button (phone icon) shows the number of linked calls and opens the filtered call list.
Lead search — the CRM leads filter gains Phone and Mobile search fields.
Call form — a Lead button creates or links a lead (reusing an existing match when one is found), and a CRM tab shows the linked Lead and Source with an Unlink button.
Call list — a Lead column (shown by default) and an optional Source column (hidden by default).

Call summaries to the lead chatter

When core transcription/summarization is enabled (the Register Summary setting) and a call has both a summary and a linked lead, the summary is posted to that lead's chatter automatically. This is driven by a constraint on the call's summary field, so it fires as soon as the summary is written.