CRM

MGateno
Mitglied

Contact Center screen-pop integration via URL search

I'm looking for documentation on the proper URL formatting in order to directly search a contact record using a phone number. 

 

The idea is that the Contact Center platform can form the properly formatted URL including the search term for the Caller ID of the call being presented to the agent and thus have the contact record available when the call is answered.

 

Thanks in advance for the help.

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4 Antworten
MGateno
Mitglied

Contact Center screen-pop integration via URL search

Hello @danmoyle Thank you very much for your reply. That URL does work in as much as it produces the search result as a list. I wonder if there is a format that would directly display a contact match?

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danmoyle
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

Contact Center screen-pop integration via URL search

I guess maybe I'm not understanding what experience you're looking for. When I search for contacts in HubSpot, it brings me the results I need. If you're wondering about incoming calls, HubSpot has a couple of resources:

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
MGateno
Mitglied

Contact Center screen-pop integration via URL search

First capture is the result list that I get with the query URL:

 

MGateno_0-1661963050193.png

Second capture is what I'm looking for (without having to click on the result):

 

MGateno_1-1661963131119.png

 

0 Upvotes
danmoyle
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

Contact Center screen-pop integration via URL search

Is this the format you're looking for @MGateno

 

danmoyle_0-1661949300066.png

The marked out area would be your HubID number. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes