Enable or disable automatic CRM matching

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Change Automatically match contacts by telephone number in Settings.

What this guide helps you do

Change Automatically match contacts by telephone number in Settings. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.

Follow these steps

1. Go to Admin Area → WhatsApp → Settings.
2. Find the control used to enable or disable automatic crm matching.
3. Select or enter only the supported value described below.
4. Select the page’s Save, Save settings, Save access control or Save controls action.
5. Reload or open the affected Inbox/account and verify the new behaviour.

Fields and options

Rules and limits

• 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.
• Change Automatically match contacts by telephone number in Settings.

Check it worked

• 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.

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