Marketing Integrations

jfore
Member

Can I open a contact based on a phone number match?

SOLVE

My PBX can open any URL like this example when a call comes in:

 

http://example.com/search?phoneNumber=%CallerNumber%&displayName=%CallerDisplayName%

 

What I would like to do is have an incoming call open the contact within hubspot.  I see the hubspot URL for opening a contact looks like this:

 

https://app.hubspot.com/sales/1234567/contact/9999/?interaction=note

 

where 9999 is the contact VID.   Is there by chance an URL format that I can put in tmy PBXs setup that will lookup the contact based on a phonenumber match, such as this:

 

https://app.hubspot.com/sales/1234567/contact/%CallerNumber%/?interaction=note

 

I know the above won't work, but you get the point.   Any thoughts on this?

 

1 Accepted solution
jfore
Solution
Member

Can I open a contact based on a phone number match?

SOLVE

I thought I'd followup to say that the following method works, but isn't polished.  I just use this format:

 

https://app.hubspot.com/sales/1234567/contacts/list/view/all/?query="%CallerNumber%

 

What this does is:

1) open the browser

2) go to the hubspot search contact page

3) enters the calling number in the search term. 

 

If I have a contact with that number it shows up and I can click on it.  If I don't have a contact, I have to quickly crate one...

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5 Replies 5
edjusten
HubSpot Employee
HubSpot Employee

Can I open a contact based on a phone number match?

SOLVE

Hi @jfore  Integration with PBX is not possible at this time, but is a great idea. 

Can you add this as a post to our ideas forum for further comment?

 

Thank you,

 

Ed 


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0 Upvotes
jfore
Solution
Member

Can I open a contact based on a phone number match?

SOLVE

I thought I'd followup to say that the following method works, but isn't polished.  I just use this format:

 

https://app.hubspot.com/sales/1234567/contacts/list/view/all/?query="%CallerNumber%

 

What this does is:

1) open the browser

2) go to the hubspot search contact page

3) enters the calling number in the search term. 

 

If I have a contact with that number it shows up and I can click on it.  If I don't have a contact, I have to quickly crate one...

davidj
Participant

Can I open a contact based on a phone number match?

SOLVE

Did we have a more direct method yet?  I would be very interested in this as well.

LUP
Contributor

Can I open a contact based on a phone number match?

SOLVE

Yes - we also need this, to go directly to a contact record..

You can only find a unique link thorugh the contact list.

LUP
Contributor

Can I open a contact based on a phone number match?

SOLVE

@jfore I have the same issue!

 

did you find a solution to this one going directly to the contact person?