If you use a VoIP service like RingCentral that can open up a URL on incoming calls, you can have it launch Nutshell to search your People by the phone number of the incoming call.
If the phone number is on file with one of your Nutshell People, Nutshell will pull up that person in a search. If the phone number isn't recognized, Nutshell will show no results in the search and you will know that the number should be added to the correct Person (or maybe you've just found yourself a new lead!).
This URL works best with E164 formatted phone numbers. The pattern you should use is:
Note: This integration is for the RingCentral desktop app.
Setup for RingCentral
- In RingCentral, click the gear icon on the bottom right
- Click General
- Copy and paste the format below into the "Execute command:" field. Other VoIP services will provide you with a template.