topic Re: develop custom cards in APIs & Integrations

develop custom cards

Vaishali — Tue, 21 May 2019 06:36:03 GMT

I would like to build a card that surfaces CRM data and displays it on the card so the user can see different relationships at a glance.

Re: develop custom cards

IsaacTakushi — Tue, 21 May 2019 14:09:00 GMT

Welcome, @Vaishali.

CRM Extensions can surface data from non-HubSpot CRMs and apps, but they cannot display data directly from another HubSpot record.

What kinds of relationships are you hoping to see? Perhaps I can pass this feedback to our CRM team.

Re: develop custom cards

white — Wed, 09 Oct 2019 19:16:20 GMT

How do I "publish" the CRM extension?

We've added the integration in the DEV, but apparently we have to "publish" an app to marketplace.

It's a private integration and should not be exposed to anybody external. How should we go about that?

Thanks.

Re: develop custom cards

IsaacTakushi — Wed, 09 Oct 2019 19:34:33 GMT

Hi, @white.

Your app doesn't need to be listed on the HubSpot App Marketplace to be functional. If it's meant to be used internally, the only step you need to take is to connect it to the desired accounts via this OAuth flow.

Did any of our messaging lead you to conclude that you had to list the app on the Marketplace before you could use it?

Re: develop custom cards

white — Wed, 09 Oct 2019 20:25:34 GMT

How do I get that custom CRM properties into the production environment, when I have it on DEV only?

https://developers.hubspot.com/docs/methods/oauth2/oauth2-quickstart

Re: develop custom cards

IsaacTakushi — Wed, 09 Oct 2019 20:41:37 GMT

If you need to create or recreate custom object properties in your production account, you can create them manually or have your app leverage the corresponding object property APIs:

Create a contact property
Create a company property
Create a deal property
Create a ticket property (replace :object_type in the request URL with tickets).

Re: develop custom cards

white — Wed, 09 Oct 2019 20:46:59 GMT

I’m confused. How do I show it on the Contact tab? And have the property appear there?

Re: develop custom cards

white — Wed, 09 Oct 2019 20:51:38 GMT

On the doc, it says with CRM extension, it would call that every time the contact is opened.

How do I make that call on my production account?

Re: develop custom cards

IsaacTakushi — Wed, 09 Oct 2019 21:00:06 GMT

Hi, @white.

To get your CRM extension (card) to appear on a contact record in your production account, your app must first be installed in your production account.

To install your app in your production account, it does not need to be listed on the App Marketplace but you do have to complete the OAuth connection flow manually (i.e. without clicking a Connect button on the Marketplace).

Thus far, I have interpreted your statement "We've added the integration in the DEV" as meaning you have already connected your app to a HubSpot developer test account by completing the OAuth connection flow.

It's important to note that a developer test account is different than the [parent] developer account where your app settings live. An app living in the Apps tab of a parent developer account will not do anything unless it is connected to either a production or developer test account through the OAuth connection flow.

Please let me know if I have misunderstood your situation or goal.

Re: develop custom cards

kaleemmolani — Tue, 17 Nov 2020 10:47:50 GMT

just to make integration process easy you can go to hubsapi and to get step by step instruction you can follow this blog

this link can help you to integrate your hubspot app to your hubspot Account

Re: develop custom cards

sejal_parikh — Wed, 29 Jun 2022 19:28:37 GMT

Hello! I work with Hubspot as a product manager, and currently looking into use cases for UI Extensibility for Hubspot portals.

We are looking to invite Enterprise customers and partners for the upcoming private beta (July 14). This beta enables developers to extend Hubspot's UI for their business use cases, on multiple extension points - beginning with the CRM records page right side panel and a new middle panel tab. Developers can create new CRM cards and card apps with UI components, deploy and host them on the Hubspot platform using serverless functions. These tools involve using a new developer home, development sandboxes, developer projects, private apps, and a growing library of components.

If you are interested in participating in this beta, please fill out this form, or message me: https://forms.gle/5KMV1UUkDHRY58Wv6. If you cannot participate in the beta but still want to chat about it, that's great too!

Thank you!