topic Re: New customer interface support in CMS Development

New customer interface support

kporteus — Tue, 03 Dec 2019 11:01:20 GMT

Hi there,

We are building a brand new customer interface and would like to carry out the three things below. Please can you advise if possible, and the documentation required for each.

1. Pull in our latest blog posts into the right column.
I understand there is an RSS feed for this, but if for any reason we can't support that, which API documentation would be need. We'd like to be able to pull in specific tagged content.

2. Pull in Contact Owner name, photo and contact details into the left side colum and ensure these update if they are updated within Hubspot.

3. Below the Contact Owner name and contact details, we'd like to embed a live chat with their contact owner. We don't want to use the pop up widget - is there a way to embed this function instead? This would also update to a new contact owner ifupdated within HubSpot.

Thank you

Re: New customer interface support

alyssamwilie — Tue, 03 Dec 2019 15:38:47 GMT

You can use the CMS Blogs API to list blogs and its topic_id parameter to list specific tagged content.
https://developers.hubspot.com/docs/methods/blogv2/get_blogs
For contact owner information specific to a contact I believe a combination of the Contacts API and Owners API would be needed. Contacts API to pull in the info of what Owner is associated with them (you would need the email or id of the contact to grab the information). Owners API to then grab the information on that owner.
https://developers.hubspot.com/docs/methods/contacts/contacts-overview
https://developers.hubspot.com/docs/methods/owners/get_an_owner
And there's a Hubspot Conversations JavaScript API you could use to embed the chat. I haven't really worked with this widget though so I couldn't tell you if it's possible to specify the contact owner. Maybe another dev would have more insight there.
https://developers.hubspot.com/docs/methods/conversations_api/hubspot-conversations-javascript-api

Alyssa Wilie
Web Developer
LyntonWeb

Re: New customer interface support

kporteus — Wed, 04 Dec 2019 08:56:43 GMT

Thank you.

So just to confirm for point 3 - We can have the chat embedded into the actual interface as opposed to having the widget pop up in the bottom left or right corner?

Just want to be clear as I've been given some conflicting information here.

Thank you,

Kerry

Re: New customer interface support

alyssamwilie — Thu, 05 Dec 2019 23:42:47 GMT

It's just a Javascript API (basically just a customizable embed code) and looking at the options in the documentation it provides I believe it's still going to popup in the corner and does not have the option to embed it into the interface.

Alyssa Wilie

Web Developer

LyntonWeb

EDIT:

Seems embedding directly in the interface actually is possible!
https://community.hubspot.com/t5/CMS-Development/Embed-chat-on-a-page/m-p/266247

Somehow I completely skipped over the

 inlineEmbedSelector

option. That's what I get for skimming.

Re: New customer interface support

kporteus — Mon, 09 Dec 2019 08:26:47 GMT

Great thank you! This is helpful