topic Custom CRM Card on Contact Object in APIs & Integrations

Custom CRM Card on Contact Object

LLuik — Tue, 15 Aug 2023 16:25:52 GMT

Hello --

I'm curious if anyone has developed a customized CRM card tailored to the contact object using exclusively the data within the HubSpot. My goal is to create a card that showcases the various types of marketing activities that leads have engaged in (such as website views, registered webinars, etc.). It appears that the primary approach to achieve this is by constructing a public app. Is this indeed the only method (I am on the professional license)? If so, could anyone provide guidance or instructions on how to proceed with this process? I've dabbled with the app tool, but much of the available content seems geared toward integrating apps with software other than HubSpot, whereas my objective is to establish a connection within our company's HubSpot environment. I would greatly appreciate any insights or advice! Thanks 🙂

Re: Custom CRM Card on Contact Object

coldrickjack — Tue, 15 Aug 2023 16:59:31 GMT

Hi @LLuik,

I've worked on a few projects before where we have used the CRM Cards API to surface data from the CRM but for the items you've mentioned, website views, webinars - why not just use the records timeline as they're all displayed there by default, filterable and searchable to the user?

Alternatively the only other option is to developer your own custom card. Worth noting that it would require creating what is known as a "public app" and authenticating using OAuth2. At present private apps do not support the CRM Cards API. There are a few other endpoints that are exclusive to "public apps". A breakdown on the difference of public and private apps can be found here.

One thing is for certain though, you can certainly use HubSpots APIs to integrate HubSpot with "itself" it doesn't necessarily need to be a third party platform or service! 😊

Re: Custom CRM Card on Contact Object

zach_threadint — Tue, 05 Mar 2024 23:11:22 GMT

Hi @LLuik 👋

I've also been involved in a number of projects like this and have developed a time tracking app that works with similar principles. I'd like to echo @coldrickjack's suggestion to lean on the record timeline, where the information is available there by default. If there's something you need that's not currently displayed in the record timeline, you'll likely have to consider the following options:

CRM Extension "Card" (requires install and configuration of a HubSpot "public app")
CRM Extension "Timeline Event" (requires install and configuration of a "public app")
CRM "Custom Card" (requires access to CRM Development Tools public beta)

Please let me know if you have any follow-up questions.