topic Re: Custom Integration Options for HubSpot in APIs & Integrations

Custom Integration Options for HubSpot

KTG1 — Mon, 08 Jul 2024 07:08:00 GMT

I am looking to integrate my app with HubSpot in a way that allows agents to view and interact with it within the right-side panel while maintaining the ticket context.
I am aware of the CRM cards feature, which allows setting properties and actions. However, I need a solution that provides a more customized layout and functionality. Are there other tools or methods within HubSpot that can help achieve this level of customization?

Re: Custom Integration Options for HubSpot

Phil_Vallender — Mon, 08 Jul 2024 09:04:00 GMT

Hi @KTG1

Take a look at the documentation for Custom UI Extensions - these are pretty cool and might let you achieve what are looking to do. The sample projects linked from the page are great examples.

Hope this helps.

Re: Custom Integration Options for HubSpot

KTG1 — Mon, 08 Jul 2024 11:15:43 GMT

Hi @Phil_Vallender ,

Thanks for the suggestion. However, my goal is to publish the app. Is there another way to achieve the required customization?

Thanks for your help.

Re: Custom Integration Options for HubSpot

HubDoPete — Thu, 11 Jul 2024 02:26:26 GMT

Today to allow interactivity within HubSpot as a Public App you would render it in a modal iFrame launched from the CRM card.

For the future: learn the UI Extensions so you are familiar with using React and Hub Spot's increasing library of UI Components. Ui Extensions only work in private apps today but stay tuned...

Hot Tip: Take Phil's advice and learn the UI Extensions 🙂