How are new contacts created in HDA?

New contacts in the HDA platform can be created automatically or manually, depending on how they enter your funnel—but every method ends in organized, actionable data.

Automated creation: Calls get captured via missed-call text-back or tracking, website forms populate CRM records, Google Business inquiries push directly into the system, and social messages are all synced in one unified inbox.

Manual entry: You can still add walk-in customers, fleet managers, or partners manually, tagging them by service type or status (lead, current client, loyalty tier). This flexibility ensures nothing slips through the cracks.

Every new contact triggers smart automations based on status. For example, a form submit becomes “New Lead,” followed by a welcome message; a completed job becomes “Customer” and triggers a loyalty or review sequence.

You can also segment contacts by tags such as “fleet,” “mobile service,” or “high-ticket,” enabling hyper-targeted automations and offers. And any contact record can be edited, merged, or archived—so your data stays clean.

In short: every way a potential customer interacts with your shop automatically seeds the CRM—no manual juggling, just smart routing.