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URL Call Popup

URL Call Popup

Scope​

Intended Audience: All End Users

This article explains how to configure URL Call Popup to automatically open web applications during incoming calls, providing instant access to caller information and business systems.

What it does: Automatically opens a web page when your phone rings, showing caller information instantly

Perfect for: Customer service teams, sales reps, support agents who need immediate access to caller details

Requirements​

  • Basic User Access to Manager Portal or higher
  • Office Manager Access required for initial configuration
  • Target web application URL (CRM, helpdesk, dashboard, etc.)
  • Modern web browser with popup permissions enabled

See It In Action​

Scenario: Customer calls your support line

Without URL Call Popup:

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

With URL Call Popup:

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

Common Use Cases​

✅ 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

Setup Instructions​

Access Integration Settings​

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

Configure Your Target URL​

  1. Enter your target URL in the Popup URL field
  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. Click Save to apply your settings

Browser Setup​

Enable Popup Permissions​

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

Business Impact​

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