Is my web-based CRM compatible with Web Launcher?

Here is a quick way for you to check whether HUD can screen-pop your CRM with Caller-ID info.

Notice when you type a query into some CRMs or search engines (such as Google) and hit "search", the query shows up in the address bar (where you see "http://" or "www." on your web browser).

For example, when you search for a keyword (such as a phone number) on Google, it looks for "http://www.google.com/search?q= " followed by the number, as shown here:

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(I'm ignoring the rest of the URL for the sake of simplicity - whether you'll need it or not depends on what it is.  In this example, Google doesn't have to know that I'm using UTF-8, nor that I'm using Firefox.)

We can use this knowledge to build a HUD weblauncher URL for the particular CRM or search engine, like this:

Configured in HUDweb:

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Or in HUD Desktop:

Using the URL in the above example, if we receive a call from a number such as 310-861-4300, with Caller-ID Name "Fonality"...

• This will be replaced: http://www.google.com/search?q=%%caller_number%%+%%caller_name%%
• With this: http://www.google.com/search?q=310-861-4300+FONALITY

You can apply this knowledge to your own CRM

1. Log into your CRM website

2. Find the search function and type in a phone number.

3. Click search.

4. Look at the address bar of your broswer. Does it show the number you typed in step 3?

5. If yes, copy that URL and replace the number with %%caller_number%%, place that URL in HUD as in the screenshot above.

6. If no, contact your CRM support department, they may be able to supply you with the correct URL to use in the search scenario.
   *Fonality does not test every web-based CRM for compatibility and my not have the information you need.  As such, your CRM's support department is the best resource for this.

The result is that the web browser sends that information to Google (or the CRM), which in turn searches for it.