URL Call Popup
Written by Marissa Orsini
Updated at January 28th, 2026
Table of Contents
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:
- Phone rings: "555-123-4567 calling..."
- Answer: "Hello, how can I help you?"
- Customer: "Hi, I'm having an issue with my account..."
- You: "Can I get your account number please?"
- Customer provides info → You search → Find record
- Total time to context: 60+ seconds
With URL Call Popup:
- Phone rings: Salesforce opens showing "Sarah Johnson - Premium Account"
- Answer: "Hi Sarah! How can I help you today?"
- Customer: "Wow, you already know who I am!"
- 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
- Log in to the Manager Portal
- Click on Integrations in the main navigation
- Select the URL Call Popup tile
Configure Your Target URL
- Enter your target URL in the Popup URL field
- 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
- Click Save to apply your settings
Browser Setup
Enable Popup Permissions
- Chrome: Settings → Privacy and Security → Site Settings → Pop-ups and redirects → Add your Manager Portal URL to "Allowed to send pop-ups"
- Firefox: Settings → Privacy & Security → Permissions → Notifications → Settings → Allow for Manager Portal
- Safari: Preferences → Websites → Pop-up Windows → Allow for Manager Portal
- 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