URL Call Popup

Scenario: Customer calls your support line

Without URL Call Popup:

1. 1
   Phone rings: "555-123-4567 calling..."
2. 2
   Answer: "Hello, how can I help you?"
3. 3
   Customer: "Hi, I'm having an issue with my account..."
4. 4
   You: "Can I get your account number please?"
5. 5
   Customer provides info → You search → Find record
6. 6
   Total time to context: 60+ seconds

With URL Call Popup:

1. 1
   Phone rings: Salesforce opens showing "Sarah Johnson - Premium Account"
2. 2
   Answer: "Hi Sarah! How can I help you today?"
3. 3
   Customer: "Wow, you already know who I am!"
4. 4
   Total time to context: 0 seconds

✅ CRM Integration: Salesforce, HubSpot, Pipedrive records pop up automatically

✅ Support Tickets: Existing ticket history appears instantly

✅ Customer Dashboards: Custom views with account status, billing, etc.

✅ Directory Lookups: Internal employee information for company calls

✅ Sales Intelligence: Lead scoring, opportunity details, contact history

Access Integration Settings

1. 1
   Log in to the Manager Portal
2. 2
   Click on Integrations in the main navigation
3. 3
   Select the URL Call Popup tile

Configure Your Target URL

1. 1
   Enter your target URL in the Popup URL field
2. 2
   Use these variables to pass caller information:

   • {FROM} - Caller's phone number
   • {TO} - Called number (your extension)
   • {CALLERID} - Caller ID name (if available)

Example URLs:

• Salesforce: https://yourcompany.salesforce.com/search?phone={FROM}
• HubSpot: https://app.hubspot.com/contacts/search?query={FROM}
• Support System: https://support.company.com/tickets?caller={FROM}
• Google Search: https://www.google.com/search?q={FROM}

Save Settings

1. 1
   Click Save to apply your settings

Enable Popup Permissions

1. 1
   Chrome: Settings → Privacy and Security → Site Settings → Pop-ups and redirects → Add your Manager Portal URL to "Allowed to send pop-ups"
2. 2
   Firefox: Settings → Privacy & Security → Permissions → Notifications → Settings → Allow for Manager Portal
3. 3
   Safari: Preferences → Websites → Pop-up Windows → Allow for Manager Portal
4. 4
   Edge: Settings → Site permissions → Pop-ups and redirects → Add Manager Portal URL

Time Savings: 30-60 seconds per call eliminated

Customer Experience: Immediate personalized service from first word

Agent Confidence: Instant access to relevant customer information

Call Resolution: Faster problem-solving with full context available

Need assistance with setup? Contact support for guidance with configuration and troubleshooting.

Document last updated: October 30, 2025