Custom CRM cards

Developer Support APIs & Integrations
1

We are building a custom CRM card for a client. It will have some correspondence history.

Is it possible to have the card display within the engagements panel of the contact? The client feels that the card UI is too small and isolated on the right panel of the contact.

2

Hi @BTaylor

The CRM cards API itself doesn’t allow you to create timeline events in the ‘engagements’ panel. The solution to this is to simultaneously make use of the Engagements API to create and update engagements based on the external data being sourced for the cards. We’ve done this quite successfully.

Hope this helps.

3

Thanks @Phil_Vallender. Unfortunately not what I was asking.

“Is it possible to have the CRM card display within the engagements panel of the contact.” was the question.

I assume the answer is no.