Set up screen pop to open a browser window with contact search results on incoming calls. For accounts that have the integration bundle add-on and choose to set up screen pops, the app will automatically open the CRM URL saved for the contact when an incoming call matches a contact within a synced CRM.
- Sign in to the desktop or web app.
- From your profile picture in the top right, select , and then select the toggle to enable Screen pop.
- From Open browser when, choose when you want the screen pop to launch:
- Call is ringing: Launches the screen pop once the incoming call rings.
- Call is answered: Launches the screen pop once you answer the call.
- To add websites to search (by phone number) when an incoming call is received, select + Add a website.
- Enter the Name and URL of the new website.
- Add <> Parameters to the URL following the options listed below.
Customizable screen pop parameters for websites
| Parameter |
Description |
| ${CNAM} |
Searches the caller’s name (i.e., Jennifer Morton). |
| ${CNUM(dashes)} |
Searches the caller’s number with dashes (i.e., 877-867-5309). |
| ${CNUM(e164)} |
Searches the caller’s number in the 164 international formats (i.e., 18778675309). |
| ${CNUM} |
Searches the caller’s number without dashes (i.e., 8778675309). |
- Optional: To sync your account with a CRM, select the toggle to enable Integrations.
Remember: This option is only available for users with the integration bundle add-on. Screen pops will work for any integration within the bundle that supports contact syncing.
- Select Save.
