# Who's calling, from your CRM Source: https://freesbe.net/docs/crm-screen-pop/ > See who's calling or writing in from your connected CRM, open their record in one click, or have it open by itself when you answer. Works with HubSpot, Salesforce, Pipedrive, Zoho CRM, GoHighLevel, Dynamics 365, Freshsales and monday CRM. When a customer calls or writes in, Freesbe looks them up in the CRMs your workspace has connected and shows who they are: their name, company, owner and how to reach them, with a button that opens their record in the CRM. Turn on **Open by itself** and their record opens in a new tab the moment you answer. ![Lucas Martin calling: his HubSpot card on the ringing call, Contoso, with Open in HubSpot, Open in Order desk and Open by itself](https://freesbe.net/docs/img/crm-call-ringing.webp) It works with every CRM Freesbe connects to: [HubSpot](https://freesbe.net/docs/hubspot/), [Salesforce](https://freesbe.net/docs/salesforce/), [Pipedrive](https://freesbe.net/docs/pipedrive/), [Zoho CRM](https://freesbe.net/docs/zoho-crm/), [GoHighLevel](https://freesbe.net/docs/gohighlevel/), [Dynamics 365](https://freesbe.net/docs/dynamics-365/), [Freshsales](https://freesbe.net/docs/freshsales/) and [monday CRM](https://freesbe.net/docs/monday-crm/). There's nothing to set up beyond connecting the CRM. ## How people are found - **Calls**: by the caller's number. Freesbe compares the last nine digits, so a number saved as `(020) 555 0142` in the CRM still matches a call from `+31 20 555 0142`. - **Customer inbox conversations** (email, web chat, text messages, WhatsApp and the rest): by the customer's email address, then by their phone number when the CRM doesn't know the email. Freesbe looks at contacts, and at leads in Salesforce and Zoho CRM, where a lead's card says **Lead**. When more than one CRM knows the person, each one shows its own card. A CRM that takes longer than 3 seconds to answer is left out, so a slow CRM never holds up the call. Freesbe doesn't keep what it finds. It asks again each time the person calls or their conversation is opened, so the card always shows what's in the CRM now. ## On a call The card shows on the ringing call, and stays on the call once you answer, in the phone panel. **Open in HubSpot** (or your CRM's name) opens the caller's record. ![Maya on a call with Lucas Martin: his HubSpot card in the phone panel with Open in HubSpot, Open in Order desk and Open by itself turned on](https://freesbe.net/docs/img/crm-call-answered.webp) ## In a customer conversation The card shows over the box in the conversation's thread, next to any [customer details from your own system](https://freesbe.net/docs/customer-details/) and [orders from your store](https://freesbe.net/docs/customer-orders/). ![Lucas Martin's web chat in #support with his Salesforce card over the inbox bar: Contoso, his email, title and owner, and Open in Salesforce](https://freesbe.net/docs/img/inbox-crm-card.webp) ## Open their record by itself Tick **Open by itself** under the card, or turn on **Open the customer's page by itself** in **Preferences → Phone**. Then: - When you **answer a call**, the caller's record opens in a new tab, or in your browser from the desktop app. - When you **open a customer conversation**, the customer's record opens the same way. Each call and each conversation opens it once. If no connected CRM knows the person, Freesbe opens your workspace's [customer page](#a-page-of-your-own) instead, when there is one. The setting is yours and is kept on each computer, so you can have it on at your desk and off on your laptop. It's off at first. Phones and tablets never open anything by themselves: the buttons are there instead. In a browser tab, a record that opens after you open a conversation can be stopped by the browser's pop-up blocker. Allow pop-ups for Freesbe in the browser's site settings, or use the desktop app. Records that open when you click **Answer** aren't affected. ## A page of your own Use another system for customers, or want a CRM's search page for people it doesn't know yet? Admins can add a **customer page**: a button on every call and customer conversation that opens an address of your choosing with the customer's number or email filled in. ![Workspace settings, Integrations, CRM: the Customer page, with Open in Order desk as the button and https://desk.northwind.example/customers?phone={number} as the address](https://freesbe.net/docs/img/admin-customer-page.webp) 1. Open **Workspace settings → Integrations & apps → Integrations → CRM** and scroll to **Customer page**. 2. Give the button a name, like **Open in Order desk**. 3. Enter the page's address, with `{number}` where the caller's number goes and `{email}` where the customer's email address goes, such as `https://desk.example/customers?phone={number}`. It must start with `https://`. 4. Click **Save**. The number is sent the way calls show it, like `+31205550142`, and both are encoded for the address. A page with `{email}` doesn't show on calls, where there's no email address. For people who turned on **Open by itself**, the page opens when no connected CRM knows the customer. To stop showing it, click **Remove**. --- More from the Freesbe help center: https://freesbe.net/llms.txt lists every page. AI assistants can search it over MCP at https://freesbe.net/assistant/mcp, with no sign-in.