Hi,
I want to create a custom button within hubspot which can connect to my contract management tool (web page) where we can initiate the workflows. So when we click on the button lets say “create a task”, It should call the workflow from my site and generate task id in hubspot.
@Kevin-C , how would you handle something like this?
Thanks @dennisedson
Hey @RDarla
If I understand the usecase correctly:
As a user,
When I click the “create a task” button
Then create a new task
Does that sound about right?
If so I’d imagine button could be a CTA click that would trigger a workflow. And you wouldn’t need any API work.
If you went with the API approach you probably wouldn’t need the workflow at all. Just use the Engagement API to create a task.
@Kevin-C I think we are not on the same page.
So What i am looking for exactly is, I want to create a Button call it as “Create Reminder” within Hubspot (It could be anywhere in the hubspot menus). When I click on Create Reminder button, it should open as form (In which we will fill out the information which is already seeded in our workflows (templates) from the contract management tool website, And then we click on submit button on the form page, it should create reminder in our website with reminder ID returns (which will be displayed on users dashboard). and also the same ID should be return in the hubspot itself.
After creating the reminder we should be able to get the reminder status by adding a button called Get Reminder Status (Which will get the reminder status from our tool).
Form filling details are as follow:
TO: users needs to fill TO address list (which is seeded already in the our templates)
CC: users needs to fill cc address
Contract typ: users needs to select the template/workflow (which comes from our tool)
Subject: users needs to fill the subject
Due Date: users must select due date
Comment section: Optional.
Submit: After filling the required info, user will click on the submit button. It will create a reminder task on the users dashboard in our tool with task ID returns on both areas (tool +hubspot).
@RDarla Ill have to cirlce back on this. If I haven’t messaged by tomorrow morning (EST) and you’ve got time, please shoot me a reminder!
Sure @Kevin-C
@Kevin-C Any update on this?
Hi @RDarla ,
Check this video and documentation regarding CTA button:
https://www.youtube.com/watch?v=ykuSUuUz_cs
KB :
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
Hi @RDarla ,
Check this video and documentation regarding CTA button.
https://www.youtube.com/watch?v=ykuSUuUz_cs
KB :
Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.
This doesn’t work and won’t help for my query.
I am thinking there might be some confusion here.
What @Kevin-C was detailing was assuming that you want this to be on your website. After rereading, your follow up, it looks like what you want is for this to be on the backend of your HubSpot portal.
If that is the case, there is no integrated way to add a menu item for this. You could build a browser extension such as the HubSpot Developer Extension for Chrome. Then you could build this out and inject a menu item, add a form etc.
The only other way to do this would be to add a CRM Card, but this would only appear on the sidebar of your objects which is not what you want.
@RDarla & @TallJasonPDX @webdew @Kevin-C
This actually is possible now with a simple app called ply.io. I’ve been using this for a year now. I even made a tutorial on how to DIY it.
https://www.youtube.com/watch?v=LBVP_ix2yWg
The end result is it actually make a button that you can customize the look of inside of the deal, contact, or company record to automate virtually anything.
Hi all. Looking to add some “action buttons” similar to how I understand this request. So far, the only idea I have is to create a custom property for the Contact, or Deal, etc. Have it be a “Yes/No” field, and add it to the top of a custom view. Then create a workflow that triggers when it is changed to “Yes” and then re-sent the value back to No.
This will have the context of whatever contact or deal you are in. I just created a property group called “Actions” and a panel at the top of these cards that has all the actions you can take.
Pretty sure it works, but I would prefer these to be buttons I can visually lay out.
